JDVFX
John Hancock Disciplined Value Fund Class R4
Mutual fund
$29.06+0.21 (+0.73%)Close Oct 2, 2026
May 21, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $82,729
- CAGR
- +12.94%
- Max drawdown
- −40.34%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.35%
- 3M
- −0.27%
- 6M
- +14.50%
- YTD
- +17.46%
- 1Y
- +20.39%
- 3Y
- +20.33%
- 5Y
- +13.22%
- 10Y
- +12.43%
- 15Y
- +13.39%
- Since 2009
- +12.94%
Metrics
Since 2009| Volatility | 17.60% |
|---|---|
| Sortino ratio | 1.09 |
| Calmar ratio | 0.32 |
| Best year, 2013 | +35.74% |
| Worst year, 2018 | −9.85% |
| Positive years | 13 of 16 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2009| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −22.6% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
| −21.1% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −19.2% | Jun 2015 | Feb 2016 | Nov 2016 | 1.4 years |
| −18.4% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
2009 from May 21 · 2026 through Oct 2