JILGX vs. JVMIX
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JILGX 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
JILGX vs. JVMIX - Performance Comparison
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JILGX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JILGX John Hancock Funds II Multimanager Lifestyle Growth Portfolio | -0.07% | 4.24% | 11.94% | 16.22% | -17.44% | 14.29% | 17.61% | 22.27% | -8.28% | 15.94% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.57% | 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, JILGX achieves a -0.07% return, which is significantly lower than JVMIX's 1.57% return. Over the past 10 years, JILGX has underperformed JVMIX with an annualized return of 7.71%, while JVMIX has yielded a comparatively higher 10.16% annualized return.
JILGX
- 1D
- 0.92%
- 1M
- -2.92%
- YTD
- -0.07%
- 6M
- -8.50%
- 1Y
- 3.95%
- 3Y*
- 8.67%
- 5Y*
- 3.70%
- 10Y*
- 7.71%
JVMIX
- 1D
- 0.40%
- 1M
- -5.23%
- YTD
- 1.57%
- 6M
- 0.83%
- 1Y
- 13.11%
- 3Y*
- 12.83%
- 5Y*
- 8.32%
- 10Y*
- 10.16%
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JILGX vs. JVMIX - Expense Ratio Comparison
JILGX has a 0.17% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JILGX vs. JVMIX — Risk / Return Rank
JILGX
JVMIX
JILGX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) 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.
| JILGX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.80 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.25 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.00 | 1.13 | -1.13 |
Martin ratioReturn relative to average drawdown | 0.01 | 4.59 | -4.59 |
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
| JILGX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.80 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.45 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.30 | +0.13 |
Correlation
The correlation between JILGX and JVMIX is 0.89, 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
JILGX vs. JVMIX - Dividend Comparison
JILGX's dividend yield for the trailing twelve months is around 2.38%, less than JVMIX's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILGX John Hancock Funds II Multimanager Lifestyle Growth Portfolio | 2.38% | 2.38% | 2.94% | 6.20% | 14.58% | 10.72% | 6.35% | 12.46% | 11.94% | 6.15% | 7.98% | 8.76% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.10% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JILGX vs. JVMIX - Drawdown Comparison
The maximum JILGX drawdown since its inception was -50.66%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JILGX and JVMIX.
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Drawdown Indicators
| JILGX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -67.04% | +16.38% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -8.57% | -5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.25% | -21.13% | -4.12% |
Max Drawdown (10Y)Largest decline over 10 years | -29.58% | -42.64% | +13.06% |
Current DrawdownCurrent decline from peak | -10.96% | -6.56% | -4.40% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -13.43% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | 3.25% | +2.32% |
Volatility
JILGX vs. JVMIX - Volatility Comparison
John Hancock Funds II Multimanager Lifestyle Growth Portfolio (JILGX) has a higher volatility of 5.42% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.37%. This indicates that JILGX'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
| JILGX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 4.37% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 9.77% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 18.10% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 18.44% | -4.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 20.31% | -5.92% |