Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) | -2.98% | -8.49% | -0.55% | 7.09% | 4.49% | 7.34% | NA | 8.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) | 12/15/2009 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/15/2009.
AR inception is since 12/15/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.81 | -8.49 | -0.55 | 7.09 | 4.49 | 7.34 | NA | 8.05 | -2.98 | 2.19 | 7.10 | -9.86 | 13.82 | 1.52 | 22.45 | -9.85 | 19.02 | 13.74 | -5.07 | 10.77 | 35.67 | 19.63 | 0.01 | 12.69 | 0.52 |
| Sharpe Ratio | NA | -0.72 | -0.27 | 0.25 | 0.14 | NA | NA | 0.36 | -0.49 | -0.27 | 0.21 | -0.52 | 0.65 | 0.03 | 1.72 | -0.67 | 2.24 | 0.91 | -0.33 | 0.95 | 3.10 | 1.46 | 0.00 | 0.63 | 1.30 |
| Standard Deviation(%) | NA | 20.52 | 18.25 | 19.56 | 19.62 | NA | NA | 18.75 | 24.70 | 16.15 | 13.67 | 21.56 | 21.29 | 37.33 | 12.23 | 16.63 | 8.23 | 14.95 | 15.53 | 11.30 | 11.48 | 13.52 | 25.49 | 20.04 | 9.72 |
| Draw Down(%) | NA | 26.65 | 26.65 | 26.65 | 40.34 | NA | NA | 40.34 | 16.52 | 17.78 | 9.44 | 18.41 | 15.05 | 40.34 | 6.93 | 21.08 | 4.32 | 12.25 | 13.64 | 8.44 | 4.38 | 11.36 | 22.61 | 16.03 | 1.24 |
| Yield(%) | 0.00 | 0.91 | 1.01 | 1.45 | 3.36 | 5.08 | 4.21 | 5.61 | 0.00 | 0.99 | 1.03 | 1.09 | 0.92 | 1.44 | 6.61 | 8.47 | 6.17 | 1.23 | 4.26 | 5.07 | 6.82 | 5.16 | 3.01 | 0.92 | 0.26 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) |
-3.68%
Mar 2017 - Mar 2020 |
0.09%
Mar 2015 - Mar 2020 |
4.92%
Dec 2014 - Dec 2024 |
7.79%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVFX (JOHN HANCOCK DISCIPLINED VALUE FUND CLASS R4) |
24.59%
Sep 2011 - Sep 2014 |
16.65%
Jun 2010 - Jun 2015 |
13.31%
Sep 2011 - Sep 2021 |
8.84%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart