JILMX vs. JVMIX
Compare and contrast key facts about John Hancock Funds II Multimanager Lifestyle Moderate Portfolio (JILMX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JILMX 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
JILMX vs. JVMIX - Performance Comparison
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JILMX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JILMX John Hancock Funds II Multimanager Lifestyle Moderate Portfolio | -0.40% | 7.55% | 7.62% | 11.53% | -13.82% | 7.82% | 12.24% | 15.66% | -4.93% | 9.30% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.53% | 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, JILMX achieves a -0.40% return, which is significantly lower than JVMIX's 1.53% return. Over the past 10 years, JILMX has underperformed JVMIX with an annualized return of 5.45%, while JVMIX has yielded a comparatively higher 10.26% annualized return.
JILMX
- 1D
- 0.00%
- 1M
- -2.56%
- YTD
- -0.40%
- 6M
- -2.56%
- 1Y
- 7.45%
- 3Y*
- 7.07%
- 5Y*
- 3.13%
- 10Y*
- 5.45%
JVMIX
- 1D
- -0.04%
- 1M
- -5.49%
- YTD
- 1.53%
- 6M
- 0.63%
- 1Y
- 19.74%
- 3Y*
- 12.66%
- 5Y*
- 8.31%
- 10Y*
- 10.26%
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JILMX vs. JVMIX - Expense Ratio Comparison
JILMX has a 0.21% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JILMX vs. JVMIX — Risk / Return Rank
JILMX
JVMIX
JILMX vs. JVMIX - 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 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.
| JILMX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.73 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.15 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.09 | -0.39 |
Martin ratioReturn relative to average drawdown | 2.56 | 4.39 | -1.83 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.45 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.51 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.30 | +0.37 |
Correlation
The correlation between JILMX and JVMIX is 0.84, 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. JVMIX - Dividend Comparison
JILMX's dividend yield for the trailing twelve months is around 3.00%, less than JVMIX's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JILMX John Hancock Funds II Multimanager Lifestyle Moderate Portfolio | 3.00% | 3.57% | 3.52% | 4.72% | 9.33% | 8.71% | 5.19% | 6.92% | 7.31% | 5.11% | 5.51% | 6.11% |
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
JILMX vs. JVMIX - Drawdown Comparison
The maximum JILMX drawdown since its inception was -34.35%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JILMX and JVMIX.
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Drawdown Indicators
| JILMX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.35% | -67.04% | +32.69% |
Max Drawdown (1Y)Largest decline over 1 year | -5.84% | -8.57% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -19.41% | -21.13% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -19.81% | -42.64% | +22.83% |
Current DrawdownCurrent decline from peak | -4.24% | -6.60% | +2.36% |
Average DrawdownAverage peak-to-trough decline | -3.74% | -13.43% | +9.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.28% | -1.24% |
Volatility
JILMX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Funds II Multimanager Lifestyle Moderate Portfolio (JILMX) is 2.56%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.35%. This indicates that JILMX experiences smaller price fluctuations and is considered to be less risky 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
| JILMX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 4.35% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 5.91% | 9.77% | -3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.38% | 18.09% | -8.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.93% | 18.43% | -10.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.74% | 20.31% | -12.57% |