Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) | 2.71% | 13.05% | 7.96% | 1.43% | 4.09% | 6.00% | 4.94% | … | … |
Data as of 03/16/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) | 12/22/1997 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.32 | 13.05 | 7.96 | 1.43 | 4.09 | 6.00 | 4.94 | … | … | 2.71 | 11.09 | 1.26 | 6.13 | -10.92 | 13.07 | 0.00 | 15.80 | -17.99 | 12.75 | 12.62 | -9.33 | 10.86 | 36.01 | 20.02 | 0.40 | 13.13 | 26.27 | -35.76 | 4.18 | 19.40 | 10.55 | 15.72 | 25.58 | -19.87 | 3.75 | 21.17 | -1.86 | -1.52 | 2.23 |
| Sharpe Ratio | NA | 0.66 | 0.29 | -0.05 | 0.12 | NA | NA | … | … | 0.80 | 0.52 | -0.14 | 0.18 | -0.56 | 0.60 | -0.01 | 1.05 | -0.96 | 1.27 | 0.83 | -0.59 | 0.95 | 3.12 | 1.49 | 0.01 | 0.65 | 0.90 | -0.88 | 0.07 | 1.67 | 0.78 | 1.33 | 1.71 | -0.89 | 0.09 | 0.97 | -0.35 | -0.29 | 11.01 |
| Standard Deviation(%) | NA | 17.53 | 16.10 | 18.48 | 20.00 | NA | NA | … | … | 14.56 | 17.50 | 16.83 | 14.10 | 21.96 | 21.87 | 37.40 | 13.61 | 20.23 | 9.54 | 15.03 | 15.88 | 11.38 | 11.52 | 13.52 | 25.44 | 20.02 | 29.16 | 41.80 | 14.84 | 9.59 | 10.62 | 11.12 | 14.55 | 23.72 | 15.24 | 17.53 | 14.76 | 17.22 | 13.43 |
| Draw Down(%) | NA | 12.20 | 27.38 | 27.38 | 46.75 | NA | NA | … | … | 5.58 | 16.49 | 18.63 | 9.41 | 18.34 | 15.73 | 40.33 | 6.89 | 28.22 | 5.53 | 12.21 | 13.89 | 8.43 | 4.42 | 11.29 | 22.47 | 15.96 | 29.00 | 46.11 | 10.14 | 8.42 | 7.47 | 7.25 | 13.46 | 33.62 | 17.51 | 14.36 | 13.60 | 25.36 | 0.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 | 2.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.26 | 7.07 | 5.38 | 3.38 | 1.24 | 0.69 | 0.00 | 10.42 | 9.86 | 15.17 | 0.66 | 0.73 | 1.03 | 12.60 | 4.36 | 0.87 | 0.33 | 0.70 |
Data as of 03/16/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) |
-14.53%
Feb 2006 – Feb 2009 |
-4.99%
Mar 2015 – Mar 2020 |
0.79%
Feb 1999 – Feb 2009 |
3.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVLIX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS I) |
24.93%
Sep 2011 – Sep 2014 |
23.73%
Feb 2009 – Feb 2014 |
12.79%
Feb 2009 – Feb 2019 |
9.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart