JSJIX vs. PXQSX

Last updated Aug 1, 2026

JSJIX (John Hancock Funds Small Cap Growth Fund) and PXQSX (Virtus KAR Small-Cap Value Fund) are both Small Cap Growth Equities funds. Over the past 5 years, JSJIX returned 0.49%/yr vs 1.36%/yr for PXQSX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. JSJIX charges 1.03%/yr vs 0.96%/yr for PXQSX.

Performance

JSJIX vs. PXQSX - Performance Comparison

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

Returns By Period

In the year-to-date period, JSJIX achieves a 9.02% return, which is significantly higher than PXQSX's 8.56% return.

JSJIX

• 1D: 3.28%
• 1M: -7.18%
• 6M: 2.96%
• YTD: 9.02%
• 1Y: 14.42%
• 3Y*: 11.71%
• 5Y*: 0.49%
• 10Y*: —
• ALL TIME*: 7.06%

PXQSX

• 1D: -0.99%
• 1M: 0.32%
• 6M: 3.22%
• YTD: 8.56%
• 1Y: 6.65%
• 3Y*: 6.72%
• 5Y*: 1.36%
• 10Y*: 8.18%
• ALL TIME*: 8.11%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JSJIX John Hancock Funds Small Cap Growth Fund	$0.00	$0.00	$0.00
PXQSX Virtus KAR Small-Cap Value Fund	$0.00	$0.00	$0.00

JSJIX vs. PXQSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
JSJIX John Hancock Funds Small Cap Growth Fund	9.02%	2.06%	30.50%	6.09%	-36.93%	23.89%	40.32%	16.30%	-10.55%
PXQSX Virtus KAR Small-Cap Value Fund	8.56%	-4.50%	9.63%	19.10%	-24.29%	19.50%	28.16%	24.87%	-11.46%

Correlation

The correlation between JSJIX and PXQSX is 0.51, 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.	0.51
Correlation (3Y) Balances recent behavior with more history.	0.70
Correlation (5Y) Shows whether the relationship held over a longer period.	0.78
Correlation (All Time) Calculated using the full available price history since Apr 26, 2018	0.79

Over the past year, the correlation between JSJIX and PXQSX has dropped to 0.51 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.

Return for Risk

JSJIX vs. PXQSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JSJIX

JSJIX Risk / Return Rank: 13
JSJIX Sharpe Ratio Rank: 10
JSJIX Sortino Ratio Rank: 11
JSJIX Omega Ratio Rank: 11
JSJIX Calmar Ratio Rank: 14
JSJIX Martin Ratio Rank: 16

PXQSX

PXQSX Risk / Return Rank: 7
PXQSX Sharpe Ratio Rank: 7
PXQSX Sortino Ratio Rank: 8
PXQSX Omega Ratio Rank: 7
PXQSX Calmar Ratio Rank: 8
PXQSX Martin Ratio Rank: 7

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JSJIX vs. PXQSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Small Cap Growth Fund (JSJIX) and Virtus KAR Small-Cap Value Fund (PXQSX). 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	PXQSX	Difference
Sharpe ratio: Return per unit of total volatility	0.44	0.23	+0.21
Sortino ratio: Return per unit of downside risk	0.78	0.49	+0.29
Omega ratio: Gain probability vs. loss probability	1.09	1.05	+0.04
Calmar ratio: Return relative to maximum drawdown	0.77	0.30	+0.47
Martin ratio: Return relative to average drawdown	2.47	0.61	+1.87

JSJIX vs. PXQSX - Sharpe Ratio Comparison

The current JSJIX Sharpe Ratio is 0.44, which is higher than the PXQSX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of JSJIX and PXQSX, 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. PXQSX - Drawdown Comparison

The maximum JSJIX drawdown since its inception was -46.12%, smaller than the maximum PXQSX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for JSJIX and PXQSX.

Drawdown Indicators

	JSJIX	PXQSX	Difference
Max Drawdown Largest peak-to-trough decline	-46.12%	-55.56%	+9.44%
Max Drawdown (1Y) Largest decline over 1 year	-14.28%	-13.25%	-1.03%
Max Drawdown (3Y) Largest decline over 3 years	-26.27%	-22.87%	-3.40%
Max Drawdown (5Y) Largest decline over 5 years	-46.12%	-31.49%	-14.63%
Max Drawdown (10Y) Largest decline over 10 years	—	-37.65%	—
Current Drawdown Current decline from peak	-11.46%	-6.71%	-4.75%
Average Drawdown Average peak-to-trough decline	-17.80%	-10.28%	-7.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.47%	6.56%	-2.09%

Volatility

JSJIX vs. PXQSX - Volatility Comparison

John Hancock Funds Small Cap Growth Fund (JSJIX) has a higher volatility of 7.73% compared to Virtus KAR Small-Cap Value Fund (PXQSX) at 4.65%. This indicates that JSJIX's price experiences larger fluctuations and is considered to be riskier than PXQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JSJIX	PXQSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.73%	4.65%	+3.08%
Volatility (6M) Calculated over the trailing 6-month period	19.99%	12.17%	+7.82%
Volatility (1Y) Calculated over the trailing 1-year period	25.05%	16.96%	+8.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.67%	20.24%	+4.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.38%	20.49%	+4.89%

JSJIX vs. PXQSX - Expense Ratio Comparison

JSJIX has a 1.03% expense ratio, which is higher than PXQSX's 0.96% expense ratio.

Dividends

JSJIX vs. PXQSX - Dividend Comparison

JSJIX's dividend yield for the trailing twelve months is around 10.21%, more than PXQSX's 5.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JSJIX John Hancock Funds Small Cap Growth Fund	10.21%	11.13%	7.62%	0.00%	0.00%	34.08%	3.69%	0.00%	3.76%	0.00%	0.00%	0.00%
PXQSX Virtus KAR Small-Cap Value Fund	5.35%	5.81%	4.90%	2.99%	3.37%	1.76%	0.82%	0.80%	2.54%	5.32%	8.89%	7.58%

Frequently Asked Questions

Can I hold both JSJIX and PXQSX in my portfolio?

JSJIX and PXQSX 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 PXQSX?

JSJIX has higher volatility (7.73%) compared to PXQSX (4.65%). In terms of maximum drawdown, JSJIX dropped -46.12% vs PXQSX's -55.56%.

Which has better risk-adjusted returns?

JSJIX currently has the higher Sharpe Ratio (0.44 vs 0.23), 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.