JVMIX vs. JGYIX
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and John Hancock Global Shareholder Yield Fund (JGYIX).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. JGYIX is managed by John Hancock. It was launched on Feb 28, 2007.
Performance
JVMIX vs. JGYIX - Performance Comparison
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JVMIX vs. JGYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
JGYIX John Hancock Global Shareholder Yield Fund | 5.59% | 24.13% | 14.38% | 11.36% | -4.87% | 17.65% | -1.36% | 20.86% | -9.27% | 16.72% |
Returns By Period
In the year-to-date period, JVMIX achieves a 1.16% return, which is significantly lower than JGYIX's 5.59% return. Over the past 10 years, JVMIX has outperformed JGYIX with an annualized return of 10.12%, while JGYIX has yielded a comparatively lower 9.13% annualized return.
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
JGYIX
- 1D
- 1.71%
- 1M
- -4.24%
- YTD
- 5.59%
- 6M
- 8.41%
- 1Y
- 24.17%
- 3Y*
- 17.44%
- 5Y*
- 11.58%
- 10Y*
- 9.13%
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JVMIX vs. JGYIX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than JGYIX's 0.84% expense ratio.
Return for Risk
JVMIX vs. JGYIX — Risk / Return Rank
JVMIX
JGYIX
JVMIX vs. JGYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and John Hancock Global Shareholder Yield Fund (JGYIX). 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.
| JVMIX | JGYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.78 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.25 | 2.39 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.31 | -1.16 |
Martin ratioReturn relative to average drawdown | 4.73 | 11.33 | -6.60 |
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
| JVMIX | JGYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.78 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.88 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.44 | -0.14 |
Correlation
The correlation between JVMIX and JGYIX is 0.85, 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
JVMIX vs. JGYIX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 9.13%, less than JGYIX's 12.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
JGYIX John Hancock Global Shareholder Yield Fund | 12.74% | 13.30% | 8.21% | 4.37% | 9.51% | 11.27% | 2.71% | 4.81% | 6.31% | 2.91% | 3.19% | 7.64% |
Drawdowns
JVMIX vs. JGYIX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than JGYIX's maximum drawdown of -46.76%. Use the drawdown chart below to compare losses from any high point for JVMIX and JGYIX.
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Drawdown Indicators
| JVMIX | JGYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -46.76% | -20.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -10.71% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -18.97% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | -36.45% | -6.19% |
Current DrawdownCurrent decline from peak | -6.93% | -4.58% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -6.82% | -6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.19% | +1.04% |
Volatility
JVMIX vs. JGYIX - Volatility Comparison
John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and John Hancock Global Shareholder Yield Fund (JGYIX) have volatilities of 4.40% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | JGYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 4.36% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 7.49% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 13.65% | +4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.44% | 13.17% | +5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 14.96% | +5.35% |