JSGIX vs. SWLRX
Compare and contrast key facts about John Hancock Funds III U.S. Growth Fund (JSGIX) and Schwab Monthly Income Fund - Maximum Payout (SWLRX).
JSGIX is managed by John Hancock. It was launched on Dec 19, 2011. SWLRX is managed by Charles Schwab. It was launched on Mar 27, 2008.
Performance
JSGIX vs. SWLRX - Performance Comparison
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JSGIX vs. SWLRX - 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% |
SWLRX Schwab Monthly Income Fund - Maximum Payout | 1.80% | 9.85% | 3.75% | 8.04% | -12.49% | 2.33% | 6.93% | 11.18% | -2.31% | 5.64% |
Returns By Period
In the year-to-date period, JSGIX achieves a -13.25% return, which is significantly lower than SWLRX's 1.80% return. Over the past 10 years, JSGIX has outperformed SWLRX with an annualized return of 15.21%, while SWLRX has yielded a comparatively lower 3.34% 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%
SWLRX
- 1D
- 0.41%
- 1M
- -3.09%
- YTD
- 1.80%
- 6M
- 3.62%
- 1Y
- 8.40%
- 3Y*
- 6.97%
- 5Y*
- 2.62%
- 10Y*
- 3.34%
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JSGIX vs. SWLRX - Expense Ratio Comparison
JSGIX has a 0.71% expense ratio, which is higher than SWLRX's 0.00% expense ratio.
Return for Risk
JSGIX vs. SWLRX — Risk / Return Rank
JSGIX
SWLRX
JSGIX vs. SWLRX - 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 Schwab Monthly Income Fund - Maximum Payout (SWLRX). 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 | SWLRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.58 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.17 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.31 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 1.97 | -1.23 |
Martin ratioReturn relative to average drawdown | 2.97 | 8.47 | -5.51 |
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 | SWLRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.58 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.43 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.66 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.80 | -0.01 |
Correlation
The correlation between JSGIX and SWLRX is 0.43, 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
JSGIX vs. SWLRX - Dividend Comparison
JSGIX's dividend yield for the trailing twelve months is around 10.54%, more than SWLRX's 4.23% 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% |
SWLRX Schwab Monthly Income Fund - Maximum Payout | 4.23% | 4.63% | 4.94% | 4.10% | 4.63% | 3.07% | 2.19% | 3.22% | 3.30% | 2.47% | 4.00% | 4.31% |
Drawdowns
JSGIX vs. SWLRX - Drawdown Comparison
The maximum JSGIX drawdown since its inception was -31.80%, which is greater than SWLRX's maximum drawdown of -18.60%. Use the drawdown chart below to compare losses from any high point for JSGIX and SWLRX.
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Drawdown Indicators
| JSGIX | SWLRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -18.60% | -13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.58% | -4.48% | -10.10% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | -18.60% | -11.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -18.60% | -13.20% |
Current DrawdownCurrent decline from peak | -14.58% | -3.09% | -11.49% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -2.37% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 1.04% | +2.60% |
Volatility
JSGIX vs. SWLRX - Volatility Comparison
John Hancock Funds III U.S. Growth Fund (JSGIX) has a higher volatility of 5.32% compared to Schwab Monthly Income Fund - Maximum Payout (SWLRX) at 1.90%. This indicates that JSGIX's price experiences larger fluctuations and is considered to be riskier than SWLRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSGIX | SWLRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 1.90% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 3.12% | +8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 5.49% | +15.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.88% | 6.18% | +14.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.96% | 5.10% | +15.86% |