OASDX vs. JAKVX

Last updated Jun 4, 2026

OASDX (Oakhurst Strategic Defined Risk Fund) and JAKVX (John Hancock Disciplined Value Global Long/Short Fund Class R6) are both Long-Short funds. At a 0.46 correlation, their price movements are largely independent. OASDX charges 1.89%/yr vs 1.54%/yr for JAKVX.

Performance

OASDX vs. JAKVX - 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 R6 (JAKVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OASDX

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

JAKVX

• 1D: 0.11%
• 1M: 1.84%
• YTD: 13.49%
• 6M: 14.31%
• 1Y: 27.46%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

OASDX vs. JAKVX - Yearly Performance Comparison

	2026 (YTD)	2025
OASDX Oakhurst Strategic Defined Risk Fund	3.40%	14.76%
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	13.49%	17.29%

Correlation

The correlation between OASDX and JAKVX 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	0.46

Return for Risk

OASDX vs. JAKVX — Risk / Return Rank

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

JAKVX

JAKVX Risk / Return Rank: 94
JAKVX Sharpe Ratio Rank: 97
JAKVX Sortino Ratio Rank: 96
JAKVX Omega Ratio Rank: 94
JAKVX Calmar Ratio Rank: 93
JAKVX Martin Ratio Rank: 91

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. JAKVX - 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 R6 (JAKVX). 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	JAKVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	4.10	—

Drawdowns

Drawdown Indicators

	OASDX	JAKVX	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	—	-0.22%	—
Average Drawdown Average peak-to-trough decline	—	-0.80%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.47%	—

Volatility

Volatility by Period

	OASDX	JAKVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.43%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.88%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	7.49%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	7.32%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	7.32%	—

OASDX vs. JAKVX - Expense Ratio Comparison

OASDX has a 1.89% expense ratio, which is higher than JAKVX's 1.54% expense ratio.

Dividends

OASDX vs. JAKVX - Dividend Comparison

OASDX's dividend yield for the trailing twelve months is around 24.94%, more than JAKVX's 7.47% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
JAKVX John Hancock Disciplined Value Global Long/Short Fund Class R6	7.47%	8.47%	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 JAKVX in my portfolio?

OASDX and JAKVX 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.