JVMIX vs. JSNIX
JVMIX (John Hancock Funds Disciplined Value Mid Cap Fund Class I) and JSNIX (JHancock Short Duration Bond Fund) are both mutual funds - JVMIX is a Mid Cap Value Equities fund managed by John Hancock, while JSNIX is a Short-Term Bond fund managed by John Hancock. Over the past 5 years, JVMIX returned 10.01%/yr vs 2.23%/yr for JSNIX. Their 0.17 correlation means their historical movements had little consistent relationship. JVMIX charges 0.87%/yr vs 0.40%/yr for JSNIX.
Performance
JVMIX vs. JSNIX - Performance Comparison
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Returns By Period
In the year-to-date period, JVMIX achieves a 14.20% return, which is significantly higher than JSNIX's 0.84% return.
JVMIX
- 1D
- -0.70%
- 1M
- 2.05%
- 6M
- 9.53%
- YTD
- 14.20%
- 1Y
- 19.00%
- 3Y*
- 13.89%
- 5Y*
- 10.01%
- 10Y*
- 10.75%
- ALL TIME*
- 6.60%
JSNIX
- 1D
- 0.00%
- 1M
- -0.32%
- 6M
- 0.43%
- YTD
- 0.84%
- 1Y
- 3.00%
- 3Y*
- 4.62%
- 5Y*
- 2.23%
- 10Y*
- —
- ALL TIME*
- 2.53%
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 |
JVMIX vs. JSNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 14.20% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 7.30% |
JSNIX JHancock Short Duration Bond Fund | 0.84% | 5.97% | 4.61% | 4.80% | -4.46% | 0.78% | 4.22% | 1.41% |
Correlation
The correlation between JVMIX and JSNIX is 0.31, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.31 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2019 | 0.17 |
The correlation between JVMIX and JSNIX shifts across timeframes, from 0.17 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
JVMIX vs. JSNIX — Risk / Return Rank
JVMIX
JSNIX
JVMIX vs. JSNIX - 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 JHancock Short Duration Bond Fund (JSNIX). 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.
| JVMIX | JSNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.52 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.74 | -0.72 |
| Martin ratioReturn relative to average drawdown | 6.54 | 11.36 | -4.82 |
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Drawdowns
JVMIX vs. JSNIX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than JSNIX's maximum drawdown of -7.23%. Use the drawdown chart below to compare losses from any high point for JVMIX and JSNIX.
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Drawdown Indicators
| JVMIX | JSNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -7.23% | -59.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -1.38% | -7.19% |
Max Drawdown (3Y)Largest decline over 3 years | -21.13% | -1.38% | -19.75% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -7.01% | -14.12% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -0.32% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -13.30% | -1.28% | -12.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.33% | +2.32% |
Volatility
JVMIX vs. JSNIX - Volatility Comparison
John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a higher volatility of 3.46% compared to JHancock Short Duration Bond Fund (JSNIX) at 0.32%. This indicates that JVMIX's price experiences larger fluctuations and is considered to be riskier than JSNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | JSNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 0.32% | +3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 1.53% | +7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 1.99% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.22% | 2.29% | +15.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 2.37% | +17.85% |
JVMIX vs. JSNIX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than JSNIX's 0.40% expense ratio.
Dividends
JVMIX vs. JSNIX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 8.09%, more than JSNIX's 4.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSNIX JHancock Short Duration Bond Fund | 4.50% | 4.92% | 4.17% | 3.46% | 3.03% | 2.49% | 2.99% | 1.60% | 0.00% | 0.00% | 0.00% | 0.00% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 8.09% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Frequently Asked Questions
JVMIX and JSNIX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JVMIX has higher volatility (3.46%) compared to JSNIX (0.32%). In terms of maximum drawdown, JVMIX dropped -67.04% vs JSNIX's -7.23%.
JSNIX currently has the higher Sharpe Ratio (1.90 vs 1.34), 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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