JIGDX vs. JIBCX
JIGDX (John Hancock Opportunistic Fixed Income Fund) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JIGDX is a Global Bonds fund managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 10 years, JIGDX returned 1.69%/yr vs 14.38%/yr for JIBCX. Their -0.03 correlation means they have often moved in opposite directions in the past. JIGDX charges 0.85%/yr vs 0.81%/yr for JIBCX.
Performance
JIGDX vs. JIBCX - Performance Comparison
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Returns By Period
In the year-to-date period, JIGDX achieves a -0.05% return, which is significantly higher than JIBCX's -1.59% return. Over the past 10 years, JIGDX has underperformed JIBCX with an annualized return of 1.69%, while JIBCX has yielded a comparatively higher 14.38% annualized return.
JIGDX
- 1D
- -0.08%
- 1M
- -0.65%
- 6M
- -0.29%
- YTD
- -0.05%
- 1Y
- 2.30%
- 3Y*
- 4.05%
- 5Y*
- 0.49%
- 10Y*
- 1.69%
- ALL TIME*
- 3.33%
JIBCX
- 1D
- 1.58%
- 1M
- -1.07%
- 6M
- 0.14%
- YTD
- -1.59%
- 1Y
- -4.58%
- 3Y*
- 15.87%
- 5Y*
- 6.35%
- 10Y*
- 14.38%
- ALL TIME*
- 11.26%
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 |
JIGDX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIGDX John Hancock Opportunistic Fixed Income Fund | -0.05% | 8.33% | 0.42% | 8.15% | -10.84% | -1.89% | 11.65% | 6.77% | -1.71% | 8.54% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -1.59% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
Correlation
The correlation between JIGDX and JIBCX is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.13 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2005 | -0.03 |
The correlation between JIGDX and JIBCX shifts across timeframes, from -0.03 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
JIGDX vs. JIBCX — Risk / Return Rank
JIGDX
JIBCX
JIGDX vs. JIBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Opportunistic Fixed Income Fund (JIGDX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX). 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.
| JIGDX | JIBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.97 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | -0.20 | +1.00 |
| Martin ratioReturn relative to average drawdown | 2.14 | -0.44 | +2.59 |
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Drawdowns
JIGDX vs. JIBCX - Drawdown Comparison
The maximum JIGDX drawdown since its inception was -20.55%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JIGDX and JIBCX.
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Drawdown Indicators
| JIGDX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.55% | -54.15% | +33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.51% | -24.47% | +20.96% |
Max Drawdown (3Y)Largest decline over 3 years | -4.49% | -24.47% | +19.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.23% | -42.74% | +23.51% |
Max Drawdown (10Y)Largest decline over 10 years | -19.23% | -42.74% | +23.51% |
Current DrawdownCurrent decline from peak | -1.64% | -12.67% | +11.03% |
Average DrawdownAverage peak-to-trough decline | -4.29% | -9.29% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 10.75% | -9.56% |
Volatility
JIGDX vs. JIBCX - Volatility Comparison
The current volatility for John Hancock Opportunistic Fixed Income Fund (JIGDX) is 0.96%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 6.20%. This indicates that JIGDX experiences smaller price fluctuations and is considered to be less risky than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIGDX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 6.20% | -5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 3.29% | 14.59% | -11.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 20.24% | -15.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.14% | 24.76% | -19.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 23.12% | -18.16% |
JIGDX vs. JIBCX - Expense Ratio Comparison
JIGDX has a 0.85% expense ratio, which is higher than JIBCX's 0.81% expense ratio.
Dividends
JIGDX vs. JIBCX - Dividend Comparison
JIGDX's dividend yield for the trailing twelve months is around 2.14%, while JIBCX has not paid dividends to shareholders.
| Position | 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% |
JIGDX John Hancock Opportunistic Fixed Income Fund | 2.14% | 3.38% | 2.32% | 0.40% | 5.52% | 1.24% | 5.15% | 3.58% | 1.36% | 0.00% | 0.37% | 0.02% |
Frequently Asked Questions
JIGDX and JIBCX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (6.20%) compared to JIGDX (0.96%). In terms of maximum drawdown, JIGDX dropped -20.55% vs JIBCX's -54.15%.
JIGDX currently has the higher Sharpe Ratio (0.65 vs -0.25), 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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