JIBCX vs. USGLX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock U.S. Global Leaders Growth Fund (USGLX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. USGLX is managed by John Hancock. It was launched on Sep 29, 1995.
Performance
JIBCX vs. USGLX - Performance Comparison
Loading graphics...
JIBCX vs. USGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -11.51% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
USGLX John Hancock U.S. Global Leaders Growth Fund | -11.39% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
Returns By Period
The year-to-date returns for both investments are quite close, with JIBCX having a -11.51% return and USGLX slightly higher at -11.39%. Over the past 10 years, JIBCX has outperformed USGLX with an annualized return of 13.64%, while USGLX has yielded a comparatively lower 10.92% annualized return.
JIBCX
- 1D
- 3.96%
- 1M
- -5.57%
- YTD
- -11.51%
- 6M
- -18.02%
- 1Y
- 4.57%
- 3Y*
- 18.67%
- 5Y*
- 6.56%
- 10Y*
- 13.64%
USGLX
- 1D
- 2.89%
- 1M
- -5.15%
- YTD
- -11.39%
- 6M
- -11.26%
- 1Y
- -4.62%
- 3Y*
- 8.27%
- 5Y*
- 2.48%
- 10Y*
- 10.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIBCX vs. USGLX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is lower than USGLX's 1.13% expense ratio.
Return for Risk
JIBCX vs. USGLX — Risk / Return Rank
JIBCX
USGLX
JIBCX vs. USGLX - 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 U.S. Global Leaders Growth Fund (USGLX). 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 | USGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | -0.23 | +0.47 |
Sortino ratioReturn per unit of downside risk | 0.54 | -0.20 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.07 | 0.97 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | -0.24 | -0.06 |
Martin ratioReturn relative to average drawdown | -0.71 | -0.78 | +0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JIBCX | USGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | -0.23 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.12 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.54 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.49 | 0.00 |
Correlation
The correlation between JIBCX and USGLX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JIBCX vs. USGLX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while USGLX's dividend yield for the trailing twelve months is around 32.03%.
| 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% |
USGLX John Hancock U.S. Global Leaders Growth Fund | 32.03% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
Drawdowns
JIBCX vs. USGLX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, which is greater than USGLX's maximum drawdown of -46.82%. Use the drawdown chart below to compare losses from any high point for JIBCX and USGLX.
Loading graphics...
Drawdown Indicators
| JIBCX | USGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -46.82% | -7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -16.11% | -8.36% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -36.80% | -5.94% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -36.80% | -5.94% |
Current DrawdownCurrent decline from peak | -21.48% | -21.11% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.35% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.51% | 5.00% | +5.51% |
Volatility
JIBCX vs. USGLX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 7.11% compared to John Hancock U.S. Global Leaders Growth Fund (USGLX) at 5.65%. This indicates that JIBCX's price experiences larger fluctuations and is considered to be riskier than USGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JIBCX | USGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 5.65% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 10.46% | +4.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.49% | 18.85% | +7.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 21.02% | +3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 20.24% | +2.74% |