JILMX vs. BERIX
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Moderate Portfolio (JILMX) and Chartwell Income Fund (BERIX).
JILMX is managed by John Hancock. It was launched on Oct 13, 2005. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
JILMX vs. BERIX - Performance Comparison
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JILMX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JILMX John Hancock Funds II Multimanager Lifestyle Moderate Portfolio | -2.06% | 7.55% | 7.62% | 11.53% | -13.82% | 7.82% | 12.24% | 15.66% | -4.93% | 9.30% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, JILMX achieves a -2.06% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, JILMX has outperformed BERIX with an annualized return of 5.26%, while BERIX has yielded a comparatively lower 4.99% annualized return.
JILMX
- 1D
- -0.72%
- 1M
- -5.28%
- YTD
- -2.06%
- 6M
- -3.89%
- 1Y
- 4.45%
- 3Y*
- 6.63%
- 5Y*
- 2.92%
- 10Y*
- 5.26%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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JILMX vs. BERIX - Expense Ratio Comparison
JILMX has a 0.21% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
JILMX vs. BERIX — Risk / Return Rank
JILMX
BERIX
JILMX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager Lifestyle Moderate Portfolio (JILMX) and Chartwell Income Fund (BERIX). 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.
| JILMX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 2.54 | -1.98 |
Sortino ratioReturn per unit of downside risk | 0.81 | 3.26 | -2.44 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.52 | -0.40 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 4.62 | -4.14 |
Martin ratioReturn relative to average drawdown | 1.83 | 17.20 | -15.37 |
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
| JILMX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 2.54 | -1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.84 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.84 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 1.07 | -0.41 |
Correlation
The correlation between JILMX and BERIX is 0.80, 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
JILMX vs. BERIX - Dividend Comparison
JILMX's dividend yield for the trailing twelve months is around 3.05%, less than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILMX John Hancock Funds II Multimanager Lifestyle Moderate Portfolio | 3.05% | 3.57% | 3.52% | 4.72% | 9.33% | 8.71% | 5.19% | 6.92% | 7.31% | 5.11% | 5.51% | 6.11% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
JILMX vs. BERIX - Drawdown Comparison
The maximum JILMX drawdown since its inception was -34.35%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for JILMX and BERIX.
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Drawdown Indicators
| JILMX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.35% | -20.34% | -14.01% |
Max Drawdown (1Y)Largest decline over 1 year | -5.87% | -2.95% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.41% | -15.73% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -19.81% | -20.34% | +0.53% |
Current DrawdownCurrent decline from peak | -5.84% | -1.25% | -4.59% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -2.60% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 0.79% | +1.19% |
Volatility
JILMX vs. BERIX - Volatility Comparison
John Hancock Funds II Multimanager Lifestyle Moderate Portfolio (JILMX) has a higher volatility of 2.17% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that JILMX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JILMX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.17% | 1.47% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 5.82% | 4.28% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.31% | 5.38% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.92% | 5.94% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.73% | 6.00% | +1.73% |