JIBCX vs. PDT
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock Premium Dividend Fund (PDT).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. PDT is managed by John Hancock. It was launched on Dec 14, 1989.
Performance
JIBCX vs. PDT - Performance Comparison
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JIBCX vs. PDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -14.89% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
PDT John Hancock Premium Dividend Fund | 5.12% | 7.64% | 29.92% | -9.55% | -16.30% | 25.98% | -14.20% | 39.29% | -12.49% | 21.22% |
Returns By Period
In the year-to-date period, JIBCX achieves a -14.89% return, which is significantly lower than PDT's 5.12% return. Over the past 10 years, JIBCX has outperformed PDT with an annualized return of 13.20%, while PDT has yielded a comparatively lower 7.10% annualized return.
JIBCX
- 1D
- -0.36%
- 1M
- -9.00%
- YTD
- -14.89%
- 6M
- -20.62%
- 1Y
- 1.49%
- 3Y*
- 17.14%
- 5Y*
- 6.15%
- 10Y*
- 13.20%
PDT
- 1D
- 1.87%
- 1M
- -2.93%
- YTD
- 5.12%
- 6M
- 2.00%
- 1Y
- 8.08%
- 3Y*
- 10.74%
- 5Y*
- 5.56%
- 10Y*
- 7.10%
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JIBCX vs. PDT - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is lower than PDT's 5.06% expense ratio.
Return for Risk
JIBCX vs. PDT — Risk / Return Rank
JIBCX
PDT
JIBCX vs. PDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock Premium Dividend Fund (PDT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JIBCX | PDT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 0.61 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.16 | 0.87 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.14 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.84 | -1.29 |
Martin ratioReturn relative to average drawdown | -1.07 | 3.30 | -4.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JIBCX | PDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 0.61 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.33 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.28 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.32 | +0.16 |
Correlation
The correlation between JIBCX and PDT is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JIBCX vs. PDT - Dividend Comparison
JIBCX has not paid dividends to shareholders, while PDT's dividend yield for the trailing twelve months is around 7.56%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
PDT John Hancock Premium Dividend Fund | 7.56% | 7.80% | 7.77% | 10.14% | 9.04% | 6.42% | 8.43% | 6.70% | 8.69% | 9.94% | 9.15% | 7.88% |
Drawdowns
JIBCX vs. PDT - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, smaller than the maximum PDT drawdown of -62.39%. Use the drawdown chart below to compare losses from any high point for JIBCX and PDT.
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Drawdown Indicators
| JIBCX | PDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -62.39% | +8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -10.34% | -14.13% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -40.44% | -2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -62.39% | +19.65% |
Current DrawdownCurrent decline from peak | -24.47% | -2.93% | -21.54% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -10.06% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.42% | 2.67% | +7.75% |
Volatility
JIBCX vs. PDT - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 5.66% compared to John Hancock Premium Dividend Fund (PDT) at 4.21%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than PDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIBCX | PDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 4.21% | +1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.52% | 7.16% | +7.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.21% | 13.21% | +13.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.47% | 17.06% | +7.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.95% | 25.18% | -2.23% |