JILAX vs. JVMIX
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio (JILAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JILAX is managed by John Hancock. It was launched on Oct 13, 2005. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JILAX vs. JVMIX - Performance Comparison
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JILAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JILAX John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio | -4.14% | 3.54% | 13.76% | 17.79% | -18.74% | 16.71% | 19.29% | 25.42% | -9.89% | 20.07% |
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% | 15.10% |
Returns By Period
In the year-to-date period, JILAX achieves a -4.14% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JILAX has underperformed JVMIX with an annualized return of 8.25%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
JILAX
- 1D
- -0.42%
- 1M
- -9.54%
- YTD
- -4.14%
- 6M
- -13.38%
- 1Y
- 0.72%
- 3Y*
- 7.85%
- 5Y*
- 3.39%
- 10Y*
- 8.25%
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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JILAX vs. JVMIX - Expense Ratio Comparison
JILAX has a 0.15% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JILAX vs. JVMIX — Risk / Return Rank
JILAX
JVMIX
JILAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio (JILAX) 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.
| JILAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 0.80 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.10 | 1.25 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.16 | -1.42 |
Martin ratioReturn relative to average drawdown | -0.70 | 4.73 | -5.43 |
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
| JILAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 0.80 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.45 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.29 | +0.06 |
Correlation
The correlation between JILAX and JVMIX is 0.90, 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
JILAX vs. JVMIX - Dividend Comparison
JILAX's dividend yield for the trailing twelve months is around 1.95%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILAX John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio | 1.95% | 1.87% | 3.01% | 6.18% | 16.17% | 11.11% | 6.11% | 14.22% | 13.68% | 7.11% | 8.43% | 8.42% |
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
JILAX vs. JVMIX - Drawdown Comparison
The maximum JILAX drawdown since its inception was -57.84%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JILAX and JVMIX.
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Drawdown Indicators
| JILAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.84% | -67.04% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -13.22% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.42% | -21.13% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -42.64% | +8.74% |
Current DrawdownCurrent decline from peak | -16.31% | -6.93% | -9.38% |
Average DrawdownAverage peak-to-trough decline | -9.25% | -13.43% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.46% | 3.23% | +3.23% |
Volatility
JILAX vs. JVMIX - Volatility Comparison
John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio (JILAX) has a higher volatility of 5.45% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JILAX'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
| JILAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.40% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.02% | 9.77% | +6.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.99% | 18.11% | +3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 18.44% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 20.31% | -2.99% |