JIREX vs. JFIVX
Compare and contrast key facts about JHancock Real Estate Securities Fund (JIREX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX).
JIREX is managed by John Hancock. It was launched on Oct 14, 2005. JFIVX is managed by John Hancock. It was launched on Nov 4, 2012.
Performance
JIREX vs. JFIVX - Performance Comparison
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JIREX vs. JFIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 3.94% | -1.14% | 10.74% | 12.94% | -28.64% | 46.44% | -5.53% | 29.33% | -3.46% | 6.42% |
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | -4.42% | 17.54% | 24.61% | 25.92% | -18.30% | 28.31% | 18.03% | 31.05% | -5.00% | 17.27% |
Returns By Period
In the year-to-date period, JIREX achieves a 3.94% return, which is significantly higher than JFIVX's -4.42% return.
JIREX
- 1D
- 1.61%
- 1M
- -5.87%
- YTD
- 3.94%
- 6M
- 1.77%
- 1Y
- 3.94%
- 3Y*
- 7.69%
- 5Y*
- 4.04%
- 10Y*
- 4.86%
JFIVX
- 1D
- 2.92%
- 1M
- -5.06%
- YTD
- -4.42%
- 6M
- -2.29%
- 1Y
- 17.02%
- 3Y*
- 17.95%
- 5Y*
- 11.48%
- 10Y*
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JIREX vs. JFIVX - Expense Ratio Comparison
JIREX has a 0.85% expense ratio, which is higher than JFIVX's 0.30% expense ratio.
Return for Risk
JIREX vs. JFIVX — Risk / Return Rank
JIREX
JFIVX
JIREX vs. JFIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JHancock Real Estate Securities Fund (JIREX) 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.
| JIREX | JFIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 1.08 | -0.81 |
Sortino ratioReturn per unit of downside risk | 0.52 | 1.51 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.23 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.24 | -1.11 |
Martin ratioReturn relative to average drawdown | 0.41 | 5.70 | -5.30 |
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
| JIREX | JFIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 1.08 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.70 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.74 | -0.51 |
Correlation
The correlation between JIREX and JFIVX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JIREX vs. JFIVX - Dividend Comparison
JIREX has not paid dividends to shareholders, while JFIVX's dividend yield for the trailing twelve months is around 2.67%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIREX JHancock Real Estate Securities Fund | 0.00% | 0.00% | 1.99% | 2.37% | 13.80% | 11.82% | 1.92% | 8.80% | 4.66% | 5.89% | 8.70% | 12.72% |
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 2.67% | 2.56% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 2.90% | 1.27% | 0.00% | 0.00% |
Drawdowns
JIREX vs. JFIVX - Drawdown Comparison
The maximum JIREX drawdown since its inception was -73.35%, which is greater than JFIVX's maximum drawdown of -33.81%. Use the drawdown chart below to compare losses from any high point for JIREX and JFIVX.
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Drawdown Indicators
| JIREX | JFIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.35% | -33.81% | -39.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -12.13% | -0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -34.41% | -24.67% | -9.74% |
Max Drawdown (10Y)Largest decline over 10 years | -41.23% | — | — |
Current DrawdownCurrent decline from peak | -8.29% | -6.28% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -14.91% | -4.69% | -10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.70% | +2.25% |
Volatility
JIREX vs. JFIVX - Volatility Comparison
The current volatility for JHancock Real Estate Securities Fund (JIREX) is 4.16%, while John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a volatility of 5.34%. This indicates that JIREX 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.
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Volatility by Period
| JIREX | JFIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 5.34% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 9.54% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 16.42% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 16.55% | +2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 18.44% | +2.58% |