USGLX vs. JHNBX
USGLX (John Hancock U.S. Global Leaders Growth Fund) and JHNBX (John Hancock Bond Fund) are both mutual funds - USGLX is a Large Cap Growth Equities fund managed by John Hancock, while JHNBX is a Intermediate Core-Plus Bond fund managed by John Hancock. Over the past 10 years, USGLX returned 11.10%/yr vs 1.89%/yr for JHNBX. Their -0.01 correlation means they have often moved in opposite directions in the past. USGLX charges 1.13%/yr vs 0.76%/yr for JHNBX.
Performance
USGLX vs. JHNBX - Performance Comparison
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Returns By Period
In the year-to-date period, USGLX achieves a -2.83% return, which is significantly lower than JHNBX's -0.97% return. Over the past 10 years, USGLX has outperformed JHNBX with an annualized return of 11.10%, while JHNBX has yielded a comparatively lower 1.89% annualized return.
USGLX
- 1D
- 1.29%
- 1M
- 1.04%
- 6M
- 0.12%
- YTD
- -2.83%
- 1Y
- -1.36%
- 3Y*
- 7.96%
- 5Y*
- 1.92%
- 10Y*
- 11.10%
- ALL TIME*
- 9.71%
JHNBX
- 1D
- -0.23%
- 1M
- -1.56%
- 6M
- -1.23%
- YTD
- -0.97%
- 1Y
- 1.88%
- 3Y*
- 4.14%
- 5Y*
- -0.63%
- 10Y*
- 1.89%
- ALL TIME*
- 4.16%
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 |
USGLX vs. JHNBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | -2.83% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
JHNBX John Hancock Bond Fund | -0.97% | 7.53% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
Correlation
The correlation between USGLX and JHNBX is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.23 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 1995 | -0.01 |
The correlation between USGLX and JHNBX shifts across timeframes, from -0.01 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
USGLX vs. JHNBX — Risk / Return Rank
USGLX
JHNBX
USGLX vs. JHNBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) 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.
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.
| USGLX | JHNBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.12 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 0.81 | -1.04 |
| Martin ratioReturn relative to average drawdown | -0.61 | 2.06 | -2.67 |
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Drawdowns
USGLX vs. JHNBX - Drawdown Comparison
The maximum USGLX drawdown since its inception was -46.82%, which is greater than JHNBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for USGLX and JHNBX.
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Drawdown Indicators
| USGLX | JHNBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -24.74% | -22.08% |
Max Drawdown (1Y)Largest decline over 1 year | -15.97% | -3.25% | -12.72% |
Max Drawdown (3Y)Largest decline over 3 years | -25.58% | -5.67% | -19.91% |
Max Drawdown (5Y)Largest decline over 5 years | -36.80% | -20.13% | -16.67% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | -20.13% | -16.67% |
Current DrawdownCurrent decline from peak | -13.49% | -3.33% | -10.16% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -4.14% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 1.28% | +4.63% |
Volatility
USGLX vs. JHNBX - Volatility Comparison
John Hancock U.S. Global Leaders Growth Fund (USGLX) has a higher volatility of 3.67% compared to John Hancock Bond Fund (JHNBX) at 1.03%. This indicates that USGLX'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
| USGLX | JHNBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 1.03% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.75% | 3.12% | +7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.07% | 3.92% | +10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 5.89% | +15.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 4.93% | +15.30% |
USGLX vs. JHNBX - Expense Ratio Comparison
USGLX has a 1.13% expense ratio, which is higher than JHNBX's 0.76% expense ratio.
Dividends
USGLX vs. JHNBX - Dividend Comparison
USGLX's dividend yield for the trailing twelve months is around 29.21%, more than JHNBX's 4.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | 4.21% | 4.41% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
USGLX John Hancock U.S. Global Leaders Growth Fund | 29.21% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
Frequently Asked Questions
USGLX and JHNBX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USGLX has higher volatility (3.67%) compared to JHNBX (1.03%). In terms of maximum drawdown, USGLX dropped -46.82% vs JHNBX's -24.74%.
JHNBX currently has the higher Sharpe Ratio (0.68 vs -0.26), 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.
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