JIEHX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JIEHX is managed by John Hancock. It was launched on Mar 29, 2016. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JIEHX vs. JVMIX - Performance Comparison
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JIEHX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 25.00% | -8.22% | 16.82% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 14.04% |
Returns By Period
In the year-to-date period, JIEHX achieves a -1.41% return, which is significantly lower than JVMIX's 1.16% return.
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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JIEHX vs. JVMIX - Expense Ratio Comparison
JIEHX has a 0.01% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JIEHX vs. JVMIX — Risk / Return Rank
JIEHX
JVMIX
JIEHX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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.
| JIEHX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.80 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.25 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.16 | +0.58 |
Martin ratioReturn relative to average drawdown | 8.07 | 4.73 | +3.34 |
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
| JIEHX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.80 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.45 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.29 | +0.32 |
Correlation
The correlation between JIEHX and JVMIX is 0.86, 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
JIEHX vs. JVMIX - Dividend Comparison
JIEHX's dividend yield for the trailing twelve months is around 3.60%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | 3.60% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% | 0.00% | 0.00% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JIEHX vs. JVMIX - Drawdown Comparison
The maximum JIEHX drawdown since its inception was -32.55%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JIEHX and JVMIX.
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Drawdown Indicators
| JIEHX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -67.04% | +34.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -13.22% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -21.13% | -4.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.64% | — |
Current DrawdownCurrent decline from peak | -6.67% | -6.93% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -13.43% | +8.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.23% | -0.74% |
Volatility
JIEHX vs. JVMIX - Volatility Comparison
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a higher volatility of 5.95% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JIEHX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEHX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 4.40% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 9.77% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 18.11% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 18.44% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 20.31% | -3.81% |