JIEMX vs. JCCIX
JIEMX (John Hancock Funds II Equity Income Fund) and JCCIX (John Hancock Small Cap Core Fund) are both mutual funds - JIEMX is a Dividend fund managed by John Hancock, while JCCIX is a Small Cap Blend Equities fund managed by John Hancock. Over the past 10 years, JIEMX returned 5.25%/yr vs 10.19%/yr for JCCIX. Their correlation of 0.80 means they have usually moved in the same direction. JIEMX charges 0.76%/yr vs 0.98%/yr for JCCIX.
Performance
JIEMX vs. JCCIX - Performance Comparison
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Returns By Period
In the year-to-date period, JIEMX achieves a 17.10% return, which is significantly lower than JCCIX's 23.12% return. Over the past 10 years, JIEMX has underperformed JCCIX with an annualized return of 5.25%, while JCCIX has yielded a comparatively higher 10.19% annualized return.
JIEMX
- 1D
- 0.64%
- 1M
- 1.22%
- 6M
- 12.93%
- YTD
- 17.10%
- 1Y
- -17.92%
- 3Y*
- -0.49%
- 5Y*
- -0.24%
- 10Y*
- 5.25%
- ALL TIME*
- 5.39%
JCCIX
- 1D
- 0.76%
- 1M
- -2.69%
- 6M
- 17.86%
- YTD
- 23.12%
- 1Y
- 31.84%
- 3Y*
- 10.08%
- 5Y*
- 5.51%
- 10Y*
- 10.19%
- ALL TIME*
- 9.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JIEMX vs. JCCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIEMX John Hancock Funds II Equity Income Fund | 17.10% | -26.66% | 11.75% | 9.49% | -11.75% | 25.29% | 1.07% | 26.44% | -9.78% | 15.46% |
JCCIX John Hancock Small Cap Core Fund | 23.12% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
Correlation
The correlation between JIEMX and JCCIX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2013 | 0.80 |
The correlation between JIEMX and JCCIX shifts across timeframes, from 0.64 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JIEMX vs. JCCIX — Risk / Return Rank
JIEMX
JCCIX
JIEMX vs. JCCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Equity Income Fund (JIEMX) and John Hancock Small Cap Core Fund (JCCIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JIEMX | JCCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.50 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.25 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.57 | 2.63 | -3.20 |
| Martin ratioReturn relative to average drawdown | -0.82 | 8.40 | -9.22 |
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Drawdowns
JIEMX vs. JCCIX - Drawdown Comparison
The maximum JIEMX drawdown since its inception was -62.26%, which is greater than JCCIX's maximum drawdown of -38.69%. Use the drawdown chart below to compare losses from any high point for JIEMX and JCCIX.
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Drawdown Indicators
| JIEMX | JCCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.26% | -38.69% | -23.57% |
Max Drawdown (1Y)Largest decline over 1 year | -36.28% | -10.42% | -25.86% |
Max Drawdown (3Y)Largest decline over 3 years | -36.28% | -27.47% | -8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -36.28% | -27.47% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | -39.76% | -38.69% | -1.07% |
Current DrawdownCurrent decline from peak | -24.43% | -4.29% | -20.14% |
Average DrawdownAverage peak-to-trough decline | -11.01% | -7.53% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.94% | 3.29% | +20.65% |
Volatility
JIEMX vs. JCCIX - Volatility Comparison
The current volatility for John Hancock Funds II Equity Income Fund (JIEMX) is 2.99%, while John Hancock Small Cap Core Fund (JCCIX) has a volatility of 3.97%. This indicates that JIEMX experiences smaller price fluctuations and is considered to be less risky than JCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEMX | JCCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 3.97% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 13.37% | -5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.24% | 18.91% | +19.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 21.64% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 21.49% | +0.03% |
JIEMX vs. JCCIX - Expense Ratio Comparison
JIEMX has a 0.76% expense ratio, which is lower than JCCIX's 0.98% expense ratio.
Dividends
JIEMX vs. JCCIX - Dividend Comparison
JIEMX's dividend yield for the trailing twelve months is around 0.52%, less than JCCIX's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 3.68% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
JIEMX John Hancock Funds II Equity Income Fund | 0.52% | 1.75% | 11.35% | 7.98% | 2.09% | 9.34% | 2.59% | 8.25% | 13.73% | 8.43% | 3.73% | 11.26% |
Frequently Asked Questions
JIEMX and JCCIX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JCCIX has higher volatility (3.97%) compared to JIEMX (2.99%). In terms of maximum drawdown, JIEMX dropped -62.26% vs JCCIX's -38.69%.
JCCIX currently has the higher Sharpe Ratio (1.45 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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