JLBAX vs. JVMIX
Compare and contrast key facts about John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JLBAX is managed by John Hancock. It was launched on Oct 29, 2006. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JLBAX vs. JVMIX - Performance Comparison
Loading graphics...
JLBAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLBAX John Hancock Funds II Multimanager 2015 Lifetime Portfolio | 0.64% | 11.60% | 6.41% | 10.55% | -13.60% | 8.28% | 11.56% | 15.93% | -4.97% | 8.47% |
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, JLBAX achieves a 0.64% return, which is significantly lower than JVMIX's 1.53% return. Over the past 10 years, JLBAX has underperformed JVMIX with an annualized return of 5.75%, while JVMIX has yielded a comparatively higher 10.26% annualized return.
JLBAX
- 1D
- 0.13%
- 1M
- -1.86%
- YTD
- 0.64%
- 6M
- 2.00%
- 1Y
- 11.57%
- 3Y*
- 8.12%
- 5Y*
- 3.88%
- 10Y*
- 5.75%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLBAX vs. JVMIX - Expense Ratio Comparison
JLBAX has a 0.42% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JLBAX vs. JVMIX — Risk / Return Rank
JLBAX
JVMIX
JLBAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) 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.
| JLBAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.73 | +0.79 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.15 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.16 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.09 | +0.83 |
Martin ratioReturn relative to average drawdown | 8.14 | 4.39 | +3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JLBAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.73 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.45 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.51 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.30 | +0.12 |
Correlation
The correlation between JLBAX and JVMIX is 0.87, 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
JLBAX vs. JVMIX - Dividend Comparison
JLBAX's dividend yield for the trailing twelve months is around 6.61%, less than JVMIX's 9.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLBAX John Hancock Funds II Multimanager 2015 Lifetime Portfolio | 6.61% | 6.65% | 3.59% | 3.45% | 13.16% | 9.37% | 7.58% | 9.31% | 10.96% | 5.69% | 7.62% | 9.15% |
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
JLBAX vs. JVMIX - Drawdown Comparison
The maximum JLBAX drawdown since its inception was -47.29%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JLBAX and JVMIX.
Loading graphics...
Drawdown Indicators
| JLBAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.29% | -67.04% | +19.75% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -8.57% | +4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -21.13% | +1.75% |
Max Drawdown (10Y)Largest decline over 10 years | -20.07% | -42.64% | +22.57% |
Current DrawdownCurrent decline from peak | -2.82% | -6.60% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -13.43% | +7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 3.28% | -2.02% |
Volatility
JLBAX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) is 2.71%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.35%. This indicates that JLBAX 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.
Loading graphics...
Volatility by Period
| JLBAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 4.35% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.11% | 9.77% | -5.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 18.09% | -11.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.33% | 18.43% | -11.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.73% | 20.31% | -12.58% |