JVMIX vs. USGLX
JVMIX (John Hancock Funds Disciplined Value Mid Cap Fund Class I) and USGLX (John Hancock U.S. Global Leaders Growth Fund) are both mutual funds - JVMIX is a Mid Cap Value Equities fund managed by John Hancock, while USGLX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 10 years, JVMIX returned 10.85%/yr vs 11.10%/yr for USGLX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. JVMIX charges 0.87%/yr vs 1.13%/yr for USGLX.
Performance
JVMIX vs. USGLX - Performance Comparison
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Returns By Period
In the year-to-date period, JVMIX achieves a 14.27% return, which is significantly higher than USGLX's -2.83% return. Both investments have delivered pretty close results over the past 10 years, with JVMIX having a 10.85% annualized return and USGLX not far ahead at 11.10%.
JVMIX
- 1D
- 0.06%
- 1M
- 2.11%
- 6M
- 8.96%
- YTD
- 14.27%
- 1Y
- 19.08%
- 3Y*
- 13.92%
- 5Y*
- 10.02%
- 10Y*
- 10.85%
- ALL TIME*
- 6.60%
USGLX
- 1D
- 1.29%
- 1M
- 1.04%
- 6M
- 0.12%
- YTD
- -2.83%
- 1Y
- -1.36%
- 3Y*
- 7.96%
- 5Y*
- 1.92%
- 10Y*
- 11.10%
- ALL TIME*
- 9.71%
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. USGLX - 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 | 14.27% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
USGLX John Hancock U.S. Global Leaders Growth Fund | -2.83% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
Correlation
The correlation between JVMIX and USGLX is 0.53, 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. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jun 2, 1997 | 0.77 |
Over the past year, the correlation between JVMIX and USGLX has dropped to 0.53 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
JVMIX vs. USGLX — Risk / Return Rank
JVMIX
USGLX
JVMIX vs. USGLX - 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 U.S. Global Leaders Growth Fund (USGLX). 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 | USGLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.64 | ||
| Sortino ratioReturn per unit of downside risk | +2.36 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.97 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | -0.22 | +2.32 |
| Martin ratioReturn relative to average drawdown | 6.75 | -0.61 | +7.36 |
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Drawdowns
JVMIX vs. USGLX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than USGLX's maximum drawdown of -46.82%. Use the drawdown chart below to compare losses from any high point for JVMIX and USGLX.
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Drawdown Indicators
| JVMIX | USGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -46.82% | -20.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -15.97% | +7.40% |
Max Drawdown (3Y)Largest decline over 3 years | -21.13% | -25.58% | +4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -36.80% | +15.67% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | -36.80% | -5.84% |
Current DrawdownCurrent decline from peak | -1.54% | -13.49% | +11.95% |
Average DrawdownAverage peak-to-trough decline | -13.29% | -7.44% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 5.91% | -3.26% |
Volatility
JVMIX vs. USGLX - Volatility Comparison
The current volatility for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) is 3.47%, while John Hancock U.S. Global Leaders Growth Fund (USGLX) has a volatility of 3.67%. This indicates that JVMIX experiences smaller price fluctuations and is considered to be less risky than USGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | USGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.67% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 10.75% | -1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 14.07% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.22% | 21.08% | -2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 20.23% | -0.01% |
JVMIX vs. USGLX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is lower than USGLX's 1.13% expense ratio.
Dividends
JVMIX vs. USGLX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 8.09%, less than USGLX's 29.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
USGLX John Hancock U.S. Global Leaders Growth Fund | 29.21% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
Frequently Asked Questions
JVMIX and USGLX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USGLX has higher volatility (3.67%) compared to JVMIX (3.47%). In terms of maximum drawdown, JVMIX dropped -67.04% vs USGLX's -46.82%.
JVMIX currently has the higher Sharpe Ratio (1.38 vs -0.26), 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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