JSGIX vs. IOLZX
Compare and contrast key facts about John Hancock Funds III U.S. Growth Fund (JSGIX) and ICON Equity Fund (IOLZX).
JSGIX is managed by John Hancock. It was launched on Dec 19, 2011. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
JSGIX vs. IOLZX - Performance Comparison
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JSGIX vs. IOLZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSGIX John Hancock Funds III U.S. Growth Fund | -13.25% | 20.39% | 32.38% | 39.48% | -26.61% | 23.21% | 29.85% | 34.79% | -0.24% | 29.27% |
IOLZX ICON Equity Fund | -1.68% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Returns By Period
In the year-to-date period, JSGIX achieves a -13.25% return, which is significantly lower than IOLZX's -1.68% return. Over the past 10 years, JSGIX has outperformed IOLZX with an annualized return of 15.21%, while IOLZX has yielded a comparatively lower 11.75% annualized return.
JSGIX
- 1D
- -0.53%
- 1M
- -8.89%
- YTD
- -13.25%
- 6M
- -10.76%
- 1Y
- 13.40%
- 3Y*
- 20.79%
- 5Y*
- 11.52%
- 10Y*
- 15.21%
IOLZX
- 1D
- -0.48%
- 1M
- -8.41%
- YTD
- -1.68%
- 6M
- 1.05%
- 1Y
- 19.64%
- 3Y*
- 14.40%
- 5Y*
- 6.85%
- 10Y*
- 11.75%
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JSGIX vs. IOLZX - Expense Ratio Comparison
JSGIX has a 0.71% expense ratio, which is lower than IOLZX's 1.04% expense ratio.
Return for Risk
JSGIX vs. IOLZX — Risk / Return Rank
JSGIX
IOLZX
JSGIX vs. IOLZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds III U.S. Growth Fund (JSGIX) and ICON Equity Fund (IOLZX). 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.
| JSGIX | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.84 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.29 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.09 | -0.34 |
Martin ratioReturn relative to average drawdown | 2.97 | 3.61 | -0.64 |
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
| JSGIX | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.84 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.32 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.53 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.35 | +0.44 |
Correlation
The correlation between JSGIX and IOLZX is 0.77, 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
JSGIX vs. IOLZX - Dividend Comparison
JSGIX's dividend yield for the trailing twelve months is around 10.54%, less than IOLZX's 10.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSGIX John Hancock Funds III U.S. Growth Fund | 10.54% | 9.15% | 9.61% | 5.02% | 11.25% | 14.04% | 2.63% | 0.13% | 28.16% | 14.98% | 4.13% | 6.12% |
IOLZX ICON Equity Fund | 10.87% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
JSGIX vs. IOLZX - Drawdown Comparison
The maximum JSGIX drawdown since its inception was -31.80%, smaller than the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for JSGIX and IOLZX.
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Drawdown Indicators
| JSGIX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -56.03% | +24.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.58% | -15.69% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | -27.77% | -2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -41.04% | +9.24% |
Current DrawdownCurrent decline from peak | -14.58% | -13.74% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -12.72% | +7.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 4.72% | -1.08% |
Volatility
JSGIX vs. IOLZX - Volatility Comparison
The current volatility for John Hancock Funds III U.S. Growth Fund (JSGIX) is 5.32%, while ICON Equity Fund (IOLZX) has a volatility of 6.73%. This indicates that JSGIX experiences smaller price fluctuations and is considered to be less risky than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSGIX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 6.73% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 14.09% | -2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 23.57% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 21.32% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.96% | 22.25% | -1.29% |