JSGIX vs. JVMIX
Compare and contrast key facts about John Hancock Funds III U.S. Growth Fund (JSGIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JSGIX is managed by John Hancock. It was launched on Dec 19, 2011. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JSGIX vs. JVMIX - Performance Comparison
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JSGIX vs. JVMIX - 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | -0.62% | 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, JSGIX achieves a -13.25% return, which is significantly lower than JVMIX's -0.62% return. Over the past 10 years, JSGIX has outperformed JVMIX with an annualized return of 15.21%, while JVMIX has yielded a comparatively lower 9.92% 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%
JVMIX
- 1D
- -0.66%
- 1M
- -8.11%
- YTD
- -0.62%
- 6M
- -1.21%
- 1Y
- 12.47%
- 3Y*
- 12.01%
- 5Y*
- 8.13%
- 10Y*
- 9.92%
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JSGIX vs. JVMIX - Expense Ratio Comparison
JSGIX has a 0.71% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JSGIX vs. JVMIX — Risk / Return Rank
JSGIX
JVMIX
JSGIX vs. JVMIX - 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 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.
| JSGIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.74 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.16 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.88 | -0.14 |
Martin ratioReturn relative to average drawdown | 2.97 | 3.65 | -0.68 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.44 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.49 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.29 | +0.50 |
Correlation
The correlation between JSGIX and JVMIX is 0.73, 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. JVMIX - Dividend Comparison
JSGIX's dividend yield for the trailing twelve months is around 10.54%, more than JVMIX's 9.30% 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.30% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JSGIX vs. JVMIX - Drawdown Comparison
The maximum JSGIX drawdown since its inception was -31.80%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JSGIX and JVMIX.
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Drawdown Indicators
| JSGIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -67.04% | +35.24% |
Max Drawdown (1Y)Largest decline over 1 year | -14.58% | -13.22% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | -21.13% | -8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -42.64% | +10.84% |
Current DrawdownCurrent decline from peak | -14.58% | -8.57% | -6.01% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -13.43% | +8.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 3.20% | +0.44% |
Volatility
JSGIX vs. JVMIX - Volatility Comparison
John Hancock Funds III U.S. Growth Fund (JSGIX) has a higher volatility of 5.32% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 3.86%. This indicates that JSGIX's price experiences larger fluctuations and is considered to be riskier 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
| JSGIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 3.86% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 9.61% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 18.06% | +3.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 18.43% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.96% | 20.31% | +0.65% |