Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVMAX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A) | 7.26% | 15.35% | 13.84% | 5.41% | 8.89% | 10.46% | 9.91% | … | … |
Data as of 06/08/2026, Common starting date is 01/07/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVMAX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A) | 01/07/2000 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.13 | 15.35 | 13.84 | 5.41 | 8.89 | 10.46 | 9.91 | … | … | 7.26 | 11.02 | 10.16 | 16.40 | -11.32 | 18.65 | 5.25 | 29.80 | -15.06 | 15.35 | 15.00 | 1.88 | 12.94 | 39.18 | 18.09 | 0.32 | 22.96 | 40.77 | -32.53 | 5.03 | 16.77 | 10.03 | 29.77 | 36.38 | -14.74 | 8.37 | 16.06 |
| Sharpe Ratio | NA | 1.09 | 0.64 | 0.15 | 0.35 | NA | NA | … | … | 1.16 | 0.45 | 0.30 | 0.86 | -0.54 | 0.97 | 0.12 | 2.25 | -1.05 | 1.73 | 0.95 | 0.12 | 1.06 | 3.17 | 1.26 | 0.01 | 0.76 | 1.34 | -0.81 | 0.13 | 1.31 | 0.71 | 2.03 | 2.38 | -0.72 | 0.31 | 0.68 |
| Standard Deviation(%) | NA | 12.79 | 18.02 | 19.38 | 20.91 | NA | NA | … | … | 13.44 | 18.06 | 21.90 | 14.86 | 23.56 | 19.28 | 41.87 | 12.58 | 15.67 | 8.52 | 15.53 | 15.17 | 12.17 | 12.35 | 14.41 | 35.18 | 29.99 | 30.41 | 41.14 | 14.71 | 10.26 | 10.93 | 14.16 | 15.00 | 22.18 | 19.19 | 17.93 |
| Draw Down(%) | NA | 8.64 | 23.08 | 23.35 | 42.65 | NA | NA | … | … | 8.64 | 17.55 | 11.45 | 12.15 | 20.46 | 11.79 | 42.65 | 6.43 | 23.88 | 4.26 | 14.37 | 11.57 | 9.71 | 5.03 | 11.26 | 24.88 | 17.40 | 26.57 | 48.71 | 11.46 | 8.45 | 6.72 | 10.40 | 12.70 | 34.40 | 21.10 | 10.58 |
| Yield(%) | 0.00 | 9.41 | 9.26 | 5.04 | 6.11 | 8.10 | 7.79 | … | … | 0.00 | 9.74 | 12.25 | 4.48 | 0.71 | 0.34 | 0.65 | 2.88 | 10.52 | 6.92 | 3.03 | 6.17 | 2.90 | 2.73 | 0.39 | 0.31 | 0.11 | 0.78 | 0.73 | 13.34 | 32.47 | 14.41 | 25.46 | 0.39 | 0.00 | 16.39 | 0.34 |
Data as of 06/08/2026, Common starting date is 01/07/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVMAX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A) |
-11.71%
Feb 2006 – Feb 2009 |
-0.97%
Feb 2004 – Feb 2009 |
6.94%
Apr 2015 – Apr 2025 |
7.83%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVMAX (JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A) |
31.10%
Feb 2009 – Feb 2012 |
27.97%
Feb 2009 – Feb 2014 |
17.47%
Feb 2009 – Feb 2019 |
14.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
