PZFVX vs. JHNBX
Compare and contrast key facts about John Hancock Classic Value Fund (PZFVX) and John Hancock Bond Fund (JHNBX).
PZFVX is managed by John Hancock. It was launched on Jun 24, 1996. JHNBX is managed by John Hancock. It was launched on Nov 9, 1973.
Performance
PZFVX vs. JHNBX - Performance Comparison
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PZFVX vs. JHNBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | -5.68% | 12.09% | 4.48% | 18.69% | -7.11% | 28.27% | -2.70% | 24.79% | -16.94% | 16.47% |
JHNBX John Hancock Bond Fund | -0.65% | 7.36% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
Returns By Period
In the year-to-date period, PZFVX achieves a -5.68% return, which is significantly lower than JHNBX's -0.65% return. Over the past 10 years, PZFVX has outperformed JHNBX with an annualized return of 8.51%, while JHNBX has yielded a comparatively lower 2.26% annualized return.
PZFVX
- 1D
- 2.70%
- 1M
- -5.14%
- YTD
- -5.68%
- 6M
- -1.40%
- 1Y
- 3.61%
- 3Y*
- 7.60%
- 5Y*
- 5.94%
- 10Y*
- 8.51%
JHNBX
- 1D
- 0.22%
- 1M
- -2.03%
- YTD
- -0.65%
- 6M
- 0.09%
- 1Y
- 3.62%
- 3Y*
- 3.84%
- 5Y*
- 0.03%
- 10Y*
- 2.26%
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PZFVX vs. JHNBX - Expense Ratio Comparison
PZFVX has a 1.12% expense ratio, which is higher than JHNBX's 0.76% expense ratio.
Return for Risk
PZFVX vs. JHNBX — Risk / Return Rank
PZFVX
JHNBX
PZFVX vs. JHNBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Classic Value Fund (PZFVX) and John Hancock Bond Fund (JHNBX). 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.
| PZFVX | JHNBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.89 | -0.72 |
Sortino ratioReturn per unit of downside risk | 0.38 | 1.25 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 1.39 | -1.07 |
Martin ratioReturn relative to average drawdown | 0.97 | 4.28 | -3.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PZFVX | JHNBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.89 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.00 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.46 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.75 | -0.47 |
Correlation
The correlation between PZFVX and JHNBX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PZFVX vs. JHNBX - Dividend Comparison
PZFVX's dividend yield for the trailing twelve months is around 38.36%, more than JHNBX's 3.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | 38.36% | 36.18% | 52.58% | 6.33% | 19.26% | 0.58% | 1.29% | 4.56% | 2.43% | 0.95% | 1.78% | 1.41% |
JHNBX John Hancock Bond Fund | 3.96% | 4.25% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
Drawdowns
PZFVX vs. JHNBX - Drawdown Comparison
The maximum PZFVX drawdown since its inception was -72.29%, which is greater than JHNBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for PZFVX and JHNBX.
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Drawdown Indicators
| PZFVX | JHNBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.29% | -24.74% | -47.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -3.25% | -10.32% |
Max Drawdown (5Y)Largest decline over 5 years | -40.35% | -20.13% | -20.22% |
Max Drawdown (10Y)Largest decline over 10 years | -51.82% | -20.13% | -31.69% |
Current DrawdownCurrent decline from peak | -29.14% | -3.17% | -25.97% |
Average DrawdownAverage peak-to-trough decline | -14.54% | -4.15% | -10.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 1.05% | +3.46% |
Volatility
PZFVX vs. JHNBX - Volatility Comparison
John Hancock Classic Value Fund (PZFVX) has a higher volatility of 5.71% compared to John Hancock Bond Fund (JHNBX) at 1.64%. This indicates that PZFVX's price experiences larger fluctuations and is considered to be riskier than JHNBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PZFVX | JHNBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 1.64% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 2.65% | +9.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 4.48% | +16.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 5.84% | +28.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.60% | 4.89% | +25.71% |