JILCX vs. JFIVX
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX).
JILCX is managed by John Hancock. It was launched on Oct 13, 2005. JFIVX is managed by John Hancock. It was launched on Nov 4, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JILCX or JFIVX.
Correlation
The correlation between JILCX and JFIVX is 0.73, 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.
Performance
JILCX vs. JFIVX - Performance Comparison
Key characteristics
JILCX:
2.20
JFIVX:
1.94
JILCX:
3.21
JFIVX:
2.60
JILCX:
1.42
JFIVX:
1.35
JILCX:
0.90
JFIVX:
2.93
JILCX:
9.82
JFIVX:
12.06
JILCX:
0.92%
JFIVX:
2.05%
JILCX:
4.10%
JFIVX:
12.79%
JILCX:
-23.44%
JFIVX:
-33.81%
JILCX:
-2.17%
JFIVX:
-0.00%
Returns By Period
In the year-to-date period, JILCX achieves a 1.96% return, which is significantly lower than JFIVX's 4.08% return. Over the past 10 years, JILCX has underperformed JFIVX with an annualized return of 2.32%, while JFIVX has yielded a comparatively higher 12.95% annualized return.
JILCX
1.96%
1.36%
2.27%
8.39%
1.77%
2.32%
JFIVX
4.08%
2.03%
9.55%
23.40%
14.04%
12.95%
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JILCX vs. JFIVX - Expense Ratio Comparison
JILCX has a 0.24% expense ratio, which is lower than JFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
JILCX vs. JFIVX — Risk-Adjusted Performance Rank
JILCX
JFIVX
JILCX vs. JFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX). 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.
Dividends
JILCX vs. JFIVX - Dividend Comparison
JILCX's dividend yield for the trailing twelve months is around 4.09%, more than JFIVX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILCX John Hancock Funds II Multimanager Lifestyle Conservative Portfolio | 4.09% | 4.17% | 3.90% | 4.05% | 3.33% | 3.70% | 4.01% | 3.16% | 2.69% | 2.78% | 3.35% | 3.46% |
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 0.97% | 1.01% | 1.16% | 1.37% | 1.27% | 1.65% | 1.58% | 1.49% | 1.61% | 1.66% | 1.73% | 1.22% |
Drawdowns
JILCX vs. JFIVX - Drawdown Comparison
The maximum JILCX drawdown since its inception was -23.44%, smaller than the maximum JFIVX drawdown of -33.81%. Use the drawdown chart below to compare losses from any high point for JILCX and JFIVX. For additional features, visit the drawdowns tool.
Volatility
JILCX vs. JFIVX - Volatility Comparison
The current volatility for John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX) is 1.05%, while John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a volatility of 3.21%. This indicates that JILCX experiences smaller price fluctuations and is considered to be less risky than JFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.