JLIAX vs. JIBCX
JLIAX (John Hancock Funds II Multimanager 2040 Lifetime Portfolio) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JLIAX is a Target Retirement Date fund managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 10 years, JLIAX returned 9.75%/yr vs 14.12%/yr for JIBCX. Their correlation of 0.88 means they have usually moved in the same direction. JLIAX charges 0.42%/yr vs 0.81%/yr for JIBCX.
Performance
JLIAX vs. JIBCX - Performance Comparison
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Returns By Period
In the year-to-date period, JLIAX achieves a 9.00% return, which is significantly higher than JIBCX's -3.11% return. Over the past 10 years, JLIAX has underperformed JIBCX with an annualized return of 9.75%, while JIBCX has yielded a comparatively higher 14.12% annualized return.
JLIAX
- 1D
- 1.66%
- 1M
- -0.97%
- 6M
- 5.80%
- YTD
- 9.00%
- 1Y
- 18.74%
- 3Y*
- 13.98%
- 5Y*
- 6.70%
- 10Y*
- 9.75%
- ALL TIME*
- 7.10%
JIBCX
- 1D
- 2.32%
- 1M
- -2.61%
- 6M
- -1.17%
- YTD
- -3.11%
- 1Y
- -6.06%
- 3Y*
- 15.16%
- 5Y*
- 6.01%
- 10Y*
- 14.12%
- ALL TIME*
- 11.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JLIAX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLIAX John Hancock Funds II Multimanager 2040 Lifetime Portfolio | 9.00% | 17.06% | 12.87% | 16.80% | -19.86% | 14.83% | 19.46% | 23.96% | -9.08% | 18.19% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -3.11% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
Correlation
The correlation between JLIAX and JIBCX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Oct 30, 2006 | 0.88 |
The correlation between JLIAX and JIBCX shifts across timeframes, from 0.71 (3 years) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JLIAX vs. JIBCX — Risk / Return Rank
JLIAX
JIBCX
JLIAX vs. JIBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager 2040 Lifetime Portfolio (JLIAX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JLIAX | JIBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.70 | ||
| Sortino ratioReturn per unit of downside risk | +2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.97 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | -0.24 | +2.26 |
| Martin ratioReturn relative to average drawdown | 8.42 | -0.51 | +8.93 |
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Drawdowns
JLIAX vs. JIBCX - Drawdown Comparison
The maximum JLIAX drawdown since its inception was -56.47%, roughly equal to the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JLIAX and JIBCX.
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Drawdown Indicators
| JLIAX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.47% | -54.15% | -2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -8.54% | -24.47% | +15.93% |
Max Drawdown (3Y)Largest decline over 3 years | -14.42% | -24.47% | +10.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.78% | -42.74% | +14.96% |
Max Drawdown (10Y)Largest decline over 10 years | -31.05% | -42.74% | +11.69% |
Current DrawdownCurrent decline from peak | -2.08% | -14.02% | +11.94% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -9.29% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 10.72% | -8.67% |
Volatility
JLIAX vs. JIBCX - Volatility Comparison
The current volatility for John Hancock Funds II Multimanager 2040 Lifetime Portfolio (JLIAX) is 3.49%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 5.97%. This indicates that JLIAX experiences smaller price fluctuations and is considered to be less risky than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLIAX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.49% | 5.97% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 14.51% | -4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.18% | 20.17% | -7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.21% | 24.76% | -10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 23.12% | -8.00% |
JLIAX vs. JIBCX - Expense Ratio Comparison
JLIAX has a 0.42% expense ratio, which is lower than JIBCX's 0.81% expense ratio.
Dividends
JLIAX vs. JIBCX - Dividend Comparison
JLIAX's dividend yield for the trailing twelve months is around 8.42%, while JIBCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
JLIAX John Hancock Funds II Multimanager 2040 Lifetime Portfolio | 8.42% | 9.18% | 2.86% | 2.82% | 22.31% | 9.18% | 5.58% | 11.19% | 13.74% | 6.10% | 6.95% | 6.25% |
Frequently Asked Questions
JLIAX and JIBCX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (5.97%) compared to JLIAX (3.49%). In terms of maximum drawdown, JLIAX dropped -56.47% vs JIBCX's -54.15%.
JLIAX currently has the higher Sharpe Ratio (1.42 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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