JILCX vs. VFIAX

In the year-to-date period, JILCX achieves a 1.50% return, which is significantly higher than VFIAX's -3.36% return. Over the past 10 years, JILCX has underperformed VFIAX with an annualized return of 2.23%, while VFIAX has yielded a comparatively higher 12.40% annualized return.

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JILCX has a 0.24% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Conservative Portfolio (JILCX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current JILCX Sharpe Ratio is 1.27, which is higher than the VFIAX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of JILCX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JILCX's dividend yield for the trailing twelve months is around 4.23%, more than VFIAX's 1.33% yield.

The maximum JILCX drawdown since its inception was -23.44%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for JILCX and VFIAX. For additional features, visit the drawdowns tool.