JVMRX vs. JIBCX
JVMRX (John Hancock Disciplined Value Mid Cap Fund Class R6) and JIBCX (John Hancock Funds II Blue Chip Growth Fund) are both mutual funds - JVMRX is a Mid Cap Value Equities fund tracking the Russell Mid Cap Value Index, while JIBCX is a Large Cap Growth Equities fund managed by John Hancock. Over the past 10 years, JVMRX returned 10.86%/yr vs 14.12%/yr for JIBCX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. JVMRX charges 0.74%/yr vs 0.81%/yr for JIBCX.
Performance
JVMRX vs. JIBCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JVMRX achieves a 14.28% return, which is significantly higher than JIBCX's -3.11% return. Over the past 10 years, JVMRX has underperformed JIBCX with an annualized return of 10.86%, while JIBCX has yielded a comparatively higher 14.12% annualized return.
JVMRX
- 1D
- -0.66%
- 1M
- 2.05%
- 6M
- 9.61%
- YTD
- 14.28%
- 1Y
- 19.12%
- 3Y*
- 14.01%
- 5Y*
- 10.13%
- 10Y*
- 10.86%
- ALL TIME*
- 12.64%
JIBCX
- 1D
- 2.32%
- 1M
- -2.61%
- 6M
- -1.17%
- YTD
- -3.11%
- 1Y
- -6.06%
- 3Y*
- 15.16%
- 5Y*
- 6.01%
- 10Y*
- 14.12%
- ALL TIME*
- 11.18%
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 |
JVMRX vs. JIBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 14.28% | 11.40% | 10.59% | 16.81% | -7.00% | 26.95% | 6.00% | 30.26% | -14.75% | 15.06% |
JIBCX John Hancock Funds II Blue Chip Growth Fund | -3.11% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
Correlation
The correlation between JVMRX and JIBCX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2011 | 0.68 |
Over the past year, the correlation between JVMRX and JIBCX has dropped to 0.25 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JVMRX vs. JIBCX — Risk / Return Rank
JVMRX
JIBCX
JVMRX vs. JIBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) and John Hancock Funds II Blue Chip Growth Fund (JIBCX). 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.
| JVMRX | JIBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.97 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | -0.24 | +2.27 |
| Martin ratioReturn relative to average drawdown | 6.58 | -0.51 | +7.10 |
Loading charts...
Drawdowns
JVMRX vs. JIBCX - Drawdown Comparison
The maximum JVMRX drawdown since its inception was -42.63%, smaller than the maximum JIBCX drawdown of -54.15%. Use the drawdown chart below to compare losses from any high point for JVMRX and JIBCX.
Loading charts...
Drawdown Indicators
| JVMRX | JIBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.63% | -54.15% | +11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -24.47% | +15.86% |
Max Drawdown (3Y)Largest decline over 3 years | -21.18% | -24.47% | +3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.18% | -42.74% | +21.56% |
Max Drawdown (10Y)Largest decline over 10 years | -42.63% | -42.74% | +0.11% |
Current DrawdownCurrent decline from peak | -1.60% | -14.02% | +12.42% |
Average DrawdownAverage peak-to-trough decline | -4.33% | -9.29% | +4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 10.72% | -8.07% |
Volatility
JVMRX vs. JIBCX - Volatility Comparison
The current volatility for John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) is 3.46%, while John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a volatility of 5.97%. This indicates that JVMRX experiences smaller price fluctuations and is considered to be less risky than JIBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JVMRX | JIBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 5.97% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 14.51% | -5.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 20.17% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.24% | 24.76% | -6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 23.12% | -2.88% |
JVMRX vs. JIBCX - Expense Ratio Comparison
JVMRX has a 0.74% expense ratio, which is lower than JIBCX's 0.81% expense ratio.
Dividends
JVMRX vs. JIBCX - Dividend Comparison
JVMRX's dividend yield for the trailing twelve months is around 8.19%, while JIBCX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 8.19% | 9.36% | 12.17% | 4.12% | 5.38% | 6.78% | 1.22% | 2.49% | 14.01% | 5.94% | 1.91% | 5.88% |
Frequently Asked Questions
JVMRX and JIBCX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JIBCX has higher volatility (5.97%) compared to JVMRX (3.46%). In terms of maximum drawdown, JVMRX dropped -42.63% vs JIBCX's -54.15%.
JVMRX currently has the higher Sharpe Ratio (1.35 vs -0.29), 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.
Find the right allocation for JVMRX and JIBCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer