Correlation
The correlation between TEMWX and JFIVX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
TEMWX vs. JFIVX
Compare and contrast key facts about Templeton World Fund (TEMWX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX).
TEMWX is managed by Franklin Templeton. It was launched on Jan 16, 1978. JFIVX is managed by John Hancock. It was launched on Nov 4, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEMWX or JFIVX.
Performance
TEMWX vs. JFIVX - Performance Comparison
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Key characteristics
TEMWX:
0.57
JFIVX:
0.72
TEMWX:
0.71
JFIVX:
1.02
TEMWX:
1.10
JFIVX:
1.15
TEMWX:
0.47
JFIVX:
0.67
TEMWX:
1.81
JFIVX:
2.54
TEMWX:
4.30%
JFIVX:
4.95%
TEMWX:
18.48%
JFIVX:
19.78%
TEMWX:
-55.26%
JFIVX:
-33.81%
TEMWX:
-2.10%
JFIVX:
-3.51%
Returns By Period
In the year-to-date period, TEMWX achieves a 4.09% return, which is significantly higher than JFIVX's 0.92% return. Over the past 10 years, TEMWX has underperformed JFIVX with an annualized return of 5.02%, while JFIVX has yielded a comparatively higher 12.51% annualized return.
TEMWX
4.09%
5.43%
2.11%
9.83%
13.66%
10.06%
5.02%
JFIVX
0.92%
5.59%
-1.52%
13.14%
14.08%
15.59%
12.51%
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TEMWX vs. JFIVX - Expense Ratio Comparison
TEMWX has a 1.04% expense ratio, which is higher than JFIVX's 0.30% expense ratio.
Risk-Adjusted Performance
TEMWX vs. JFIVX — Risk-Adjusted Performance Rank
TEMWX
JFIVX
TEMWX vs. JFIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton World Fund (TEMWX) and John Hancock Variable Insurance Trust 500 Index Trust (JFIVX). 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.
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Dividends
TEMWX vs. JFIVX - Dividend Comparison
TEMWX's dividend yield for the trailing twelve months is around 6.45%, more than JFIVX's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 6.45% | 6.72% | 0.63% | 1.60% | 1.53% | 0.00% | 4.82% | 21.10% | 5.95% | 6.38% | 7.52% | 9.33% |
JFIVX John Hancock Variable Insurance Trust 500 Index Trust | 2.17% | 2.19% | 2.44% | 5.19% | 5.17% | 3.38% | 2.97% | 3.25% | 2.80% | 3.20% | 2.74% | 1.22% |
Drawdowns
TEMWX vs. JFIVX - Drawdown Comparison
The maximum TEMWX drawdown since its inception was -55.26%, which is greater than JFIVX's maximum drawdown of -33.81%. Use the drawdown chart below to compare losses from any high point for TEMWX and JFIVX.
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Volatility
TEMWX vs. JFIVX - Volatility Comparison
The current volatility for Templeton World Fund (TEMWX) is 4.00%, while John Hancock Variable Insurance Trust 500 Index Trust (JFIVX) has a volatility of 4.84%. This indicates that TEMWX experiences smaller price fluctuations and is considered to be less risky than JFIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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