OASDX vs. JAKRX

Last updated Jun 4, 2026

OASDX (Oakhurst Strategic Defined Risk Fund) and JAKRX (John Hancock Disciplined Value Global Long/Short Fund Class A) are both Long-Short funds. At a 0.45 correlation, their price movements are largely independent. OASDX charges 1.89%/yr vs 1.91%/yr for JAKRX.

Performance

OASDX vs. JAKRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oakhurst Strategic Defined Risk Fund (OASDX) and John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OASDX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JAKRX

• 1D: -0.44%
• 1M: 1.00%
• YTD: 12.80%
• 6M: 13.69%
• 1Y: 26.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OASDX vs. JAKRX - Yearly Performance Comparison

	2026 (YTD)	2025
OASDX Oakhurst Strategic Defined Risk Fund	3.40%	14.76%
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	12.80%	17.04%

Correlation

The correlation between OASDX and JAKRX is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (All Time) Calculated using the full available price history since Apr 29, 2025	0.45

Return for Risk

OASDX vs. JAKRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JAKRX

JAKRX Risk / Return Rank: 93
JAKRX Sharpe Ratio Rank: 96
JAKRX Sortino Ratio Rank: 95
JAKRX Omega Ratio Rank: 93
JAKRX Calmar Ratio Rank: 93
JAKRX Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OASDX vs. JAKRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oakhurst Strategic Defined Risk Fund (OASDX) and John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OASDX	JAKRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.58	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	3.97	—

Drawdowns

Drawdown Indicators

	OASDX	JAKRX	Difference
Max Drawdown Largest peak-to-trough decline	—	-5.16%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.16%	—
Current Drawdown Current decline from peak	—	-0.66%	—
Average Drawdown Average peak-to-trough decline	—	-0.80%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.46%	—

Volatility

Volatility by Period

	OASDX	JAKRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.41%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	7.43%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	7.29%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	7.29%	—

OASDX vs. JAKRX - Expense Ratio Comparison

OASDX has a 1.89% expense ratio, which is lower than JAKRX's 1.91% expense ratio.

Dividends

OASDX vs. JAKRX - Dividend Comparison

OASDX's dividend yield for the trailing twelve months is around 24.94%, more than JAKRX's 7.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
JAKRX John Hancock Disciplined Value Global Long/Short Fund Class A	7.18%	8.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OASDX Oakhurst Strategic Defined Risk Fund	24.94%	8.80%	12.01%	3.28%	5.59%	5.20%	0.00%	2.35%	1.74%	0.92%

Frequently Asked Questions

Can I hold both OASDX and JAKRX in my portfolio?

OASDX and JAKRX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.