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 11.51%/yr vs 2.18%/yr for JHNBX. At a correlation of -0.01, they often move in opposite directions. 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 -6.42% return, which is significantly lower than JHNBX's 0.17% return. Over the past 10 years, USGLX has outperformed JHNBX with an annualized return of 11.51%, while JHNBX has yielded a comparatively lower 2.18% annualized return.
USGLX
- 1D
- -1.79%
- 1M
- -4.10%
- YTD
- -6.42%
- 6M
- -7.00%
- 1Y
- -4.46%
- 3Y*
- 8.15%
- 5Y*
- 2.08%
- 10Y*
- 11.51%
JHNBX
- 1D
- -0.30%
- 1M
- 0.72%
- YTD
- 0.17%
- 6M
- 0.68%
- 1Y
- 4.77%
- 3Y*
- 4.41%
- 5Y*
- -0.09%
- 10Y*
- 2.18%
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 | -6.42% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
JHNBX John Hancock Bond Fund | 0.17% | 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 price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 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 | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.22 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.55 | -1.79 |
| Martin ratioReturn relative to average drawdown | -0.67 | 4.47 | -5.14 |
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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 | -16.11% | -3.25% | -12.86% |
Max Drawdown (3Y)Largest decline over 3 years | -25.58% | -6.69% | -18.89% |
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 | -16.69% | -2.21% | -14.48% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -4.14% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 1.12% | +4.60% |
Volatility
USGLX vs. JHNBX - Volatility Comparison
John Hancock U.S. Global Leaders Growth Fund (USGLX) has a higher volatility of 4.41% compared to John Hancock Bond Fund (JHNBX) at 1.23%. 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 | 4.41% | 1.23% | +3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 3.03% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.73% | 3.97% | +9.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.05% | 5.88% | +15.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.29% | 4.93% | +15.36% |
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 30.33%, more than JHNBX's 4.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHNBX John Hancock Bond Fund | 4.48% | 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 | 30.33% | 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 (4.41%) compared to JHNBX (1.23%). In terms of maximum drawdown, USGLX dropped -46.82% vs JHNBX's -24.74%.
JHNBX currently has the higher Sharpe Ratio (1.27 vs -0.28), 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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