JVLIX vs. JESTX
JVLIX (John Hancock Funds Disciplined Value Fund) and JESTX (John Hancock Variable Insurance Trust Science & Technology Trust) are both mutual funds - JVLIX is a Large Cap Value Equities fund managed by John Hancock, while JESTX is a Technology Equities fund managed by John Hancock. Over the past 5 years, JVLIX returned 13.37%/yr vs 15.99%/yr for JESTX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. JVLIX charges 0.76%/yr vs 1.04%/yr for JESTX.
Performance
JVLIX vs. JESTX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with JVLIX having a 18.28% return and JESTX slightly lower at 18.26%.
JVLIX
- 1D
- 0.79%
- 1M
- 0.34%
- 6M
- 11.69%
- YTD
- 18.28%
- 1Y
- 30.81%
- 3Y*
- 18.97%
- 5Y*
- 13.37%
- 10Y*
- 12.80%
- ALL TIME*
- 7.10%
JESTX
- 1D
- 0.30%
- 1M
- -3.59%
- 6M
- 11.24%
- YTD
- 18.26%
- 1Y
- 33.51%
- 3Y*
- 28.26%
- 5Y*
- 15.99%
- 10Y*
- —
- ALL TIME*
- 20.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JVLIX vs. JESTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVLIX John Hancock Funds Disciplined Value Fund | 18.28% | 17.48% | 15.59% | 13.91% | -4.45% | 29.92% | 1.59% | 22.70% | -9.75% | 17.36% |
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | 18.26% | 24.07% | 37.90% | 54.68% | -33.29% | 8.37% | 57.16% | 37.93% | -0.61% | 24.51% |
Correlation
The correlation between JVLIX and JESTX is 0.60, 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. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2017 | 0.61 |
The correlation between JVLIX and JESTX has been stable across timeframes, ranging from 0.56 to 0.62 - a consistent structural relationship.
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Return for Risk
JVLIX vs. JESTX — Risk / Return Rank
JVLIX
JESTX
JVLIX vs. JESTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Fund (JVLIX) and John Hancock Variable Insurance Trust Science & Technology Trust (JESTX). 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.
| JVLIX | JESTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.11 | ||
| Sortino ratioReturn per unit of downside risk | +1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.21 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 1.76 | +1.89 |
| Martin ratioReturn relative to average drawdown | 15.39 | 5.01 | +10.38 |
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Drawdowns
JVLIX vs. JESTX - Drawdown Comparison
The maximum JVLIX drawdown since its inception was -59.12%, which is greater than JESTX's maximum drawdown of -46.95%. Use the drawdown chart below to compare losses from any high point for JVLIX and JESTX.
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Drawdown Indicators
| JVLIX | JESTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.12% | -46.95% | -12.17% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -21.16% | +13.21% |
Max Drawdown (3Y)Largest decline over 3 years | -20.48% | -31.33% | +10.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.48% | -46.95% | +26.47% |
Max Drawdown (10Y)Largest decline over 10 years | -40.33% | — | — |
Current DrawdownCurrent decline from peak | -0.37% | -18.14% | +17.77% |
Average DrawdownAverage peak-to-trough decline | -10.46% | -9.21% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 7.11% | -5.22% |
Volatility
JVLIX vs. JESTX - Volatility Comparison
The current volatility for John Hancock Funds Disciplined Value Fund (JVLIX) is 3.29%, while John Hancock Variable Insurance Trust Science & Technology Trust (JESTX) has a volatility of 10.41%. This indicates that JVLIX experiences smaller price fluctuations and is considered to be less risky than JESTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVLIX | JESTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 10.41% | -7.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 29.40% | -18.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.24% | 34.30% | -21.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.31% | 30.39% | -13.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 27.35% | -8.48% |
JVLIX vs. JESTX - Expense Ratio Comparison
JVLIX has a 0.76% expense ratio, which is lower than JESTX's 1.04% expense ratio.
Dividends
JVLIX vs. JESTX - Dividend Comparison
JVLIX's dividend yield for the trailing twelve months is around 5.61%, less than JESTX's 18.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JESTX John Hancock Variable Insurance Trust Science & Technology Trust | 18.57% | 21.96% | 0.00% | 0.00% | 100.46% | 24.96% | 9.28% | 19.35% | 18.35% | 0.00% | 0.00% | 0.00% |
JVLIX John Hancock Funds Disciplined Value Fund | 5.61% | 6.64% | 13.97% | 7.22% | 7.16% | 14.63% | 1.57% | 5.87% | 10.59% | 4.60% | 1.22% | 3.44% |
Frequently Asked Questions
JVLIX and JESTX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JESTX has higher volatility (10.41%) compared to JVLIX (3.29%). In terms of maximum drawdown, JVLIX dropped -59.12% vs JESTX's -46.95%.
JVLIX currently has the higher Sharpe Ratio (2.20 vs 1.09), 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.
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