JSJIX vs. JIBCX

Last updated Jul 21, 2026

JSJIX (John Hancock Funds Small Cap Growth Fund) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JSJIX is a Small Cap Growth Equities fund managed by John Hancock, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 5 years, JSJIX returned 1.94%/yr vs 6.75%/yr for JIBCX. A 0.73 correlation means they provide meaningful diversification when combined. JSJIX charges 1.03%/yr vs 0.81%/yr for JIBCX.

Performance

JSJIX vs. JIBCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds Small Cap Growth Fund (JSJIX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JSJIX achieves a 11.24% return, which is significantly higher than JIBCX's -1.25% return.

JSJIX

• 1D: 0.00%
• 1M: -8.54%
• 6M: 2.22%
• YTD: 11.24%
• 1Y: 15.54%
• 3Y*: 12.39%
• 5Y*: 1.94%
• 10Y*: —
• ALL TIME*: 7.36%

JIBCX

• 1D: -1.72%
• 1M: -3.16%
• 6M: -0.31%
• YTD: -1.25%
• 1Y: -2.27%
• 3Y*: 15.64%
• 5Y*: 6.75%
• 10Y*: 14.58%
• ALL TIME*: 11.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JSJIX vs. JIBCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
JSJIX John Hancock Funds Small Cap Growth Fund	11.24%	2.06%	30.50%	6.09%	-36.93%	23.89%	40.32%	16.30%	-10.55%
JIBCX John Hancock Funds II Blue Chip Growth Fund	-1.25%	8.28%	35.89%	49.47%	-38.12%	16.88%	34.25%	29.71%	-3.55%

Correlation

The correlation between JSJIX and JIBCX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.51
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.70
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018	0.73

Over the past year, the correlation between JSJIX and JIBCX has dropped to 0.51 - well below their long-term average of 0.73, suggesting their price drivers have been diverging.

Return for Risk

JSJIX vs. JIBCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JSJIX

JSJIX Risk / Return Rank: 15
JSJIX Sharpe Ratio Rank: 12
JSJIX Sortino Ratio Rank: 12
JSJIX Omega Ratio Rank: 12
JSJIX Calmar Ratio Rank: 19
JSJIX Martin Ratio Rank: 20

JIBCX

JIBCX Risk / Return Rank: 3
JIBCX Sharpe Ratio Rank: 2
JIBCX Sortino Ratio Rank: 3
JIBCX Omega Ratio Rank: 3
JIBCX Calmar Ratio Rank: 3
JIBCX Martin Ratio Rank: 3

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JSJIX vs. JIBCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Small Cap Growth Fund (JSJIX) 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.

	JSJIX	JIBCX	Difference
Sharpe ratio: Return per unit of total volatility	0.60	-0.13	+0.73
Sortino ratio: Return per unit of downside risk	0.98	-0.04	+1.02
Omega ratio: Gain probability vs. loss probability	1.12	1.00	+0.12
Calmar ratio: Return relative to maximum drawdown	1.18	-0.10	+1.28
Martin ratio: Return relative to average drawdown	3.69	-0.23	+3.92

JSJIX vs. JIBCX - Sharpe Ratio Comparison

The current JSJIX Sharpe Ratio is 0.60, which is higher than the JIBCX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of JSJIX and JIBCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JSJIX vs. JIBCX - Drawdown Comparison

The maximum JSJIX drawdown since its inception was -46.12%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JSJIX and JIBCX.

Drawdown Indicators

	JSJIX	JIBCX	Difference
Max Drawdown Largest peak-to-trough decline	-46.12%	-54.15%	+8.03%
Max Drawdown (1Y) Largest decline over 1 year	-12.51%	-24.47%	+11.96%
Max Drawdown (3Y) Largest decline over 3 years	-26.27%	-24.47%	-1.80%
Max Drawdown (5Y) Largest decline over 5 years	-46.12%	-42.74%	-3.38%
Max Drawdown (10Y) Largest decline over 10 years	—	-42.74%	—
Current Drawdown Current decline from peak	-9.66%	-12.37%	+2.71%
Average Drawdown Average peak-to-trough decline	-17.83%	-9.28%	-8.55%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.99%	10.41%	-6.42%

Volatility

JSJIX vs. JIBCX - Volatility Comparison

John Hancock Funds Small Cap Growth Fund (JSJIX) has a higher volatility of 7.56% compared to John Hancock Funds II Blue Chip Growth Fund (JIBCX) at 6.44%. This indicates that JSJIX's price experiences larger fluctuations and is considered to be riskier than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JSJIX	JIBCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.56%	6.44%	+1.12%
Volatility (6M) Calculated over the trailing 6-month period	19.43%	14.30%	+5.13%
Volatility (1Y) Calculated over the trailing 1-year period	24.48%	19.89%	+4.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.61%	24.74%	-0.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.36%	23.08%	+2.28%

JSJIX vs. JIBCX - Expense Ratio Comparison

JSJIX has a 1.03% expense ratio, which is higher than JIBCX's 0.81% expense ratio.

Dividends

JSJIX vs. JIBCX - Dividend Comparison

JSJIX's dividend yield for the trailing twelve months is around 10.00%, 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%
JSJIX John Hancock Funds Small Cap Growth Fund	10.00%	11.13%	7.62%	0.00%	0.00%	34.08%	3.69%	0.00%	3.76%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JSJIX and JIBCX in my portfolio?

JSJIX and JIBCX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JSJIX or JIBCX?

JSJIX has higher volatility (7.56%) compared to JIBCX (6.44%). In terms of maximum drawdown, JSJIX dropped -46.12% vs JIBCX's -54.15%.

Which has better risk-adjusted returns?

JSJIX currently has the higher Sharpe Ratio (0.60 vs -0.13), 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.