JVLAX
John Hancock Disciplined Value Fund Class A
Mutual fund
$30.70+0.22 (+0.72%)Close Oct 2, 2026
Jan 16, 1997 – Oct 2, 2026, Dividends reinvested
- Final balance
- $147,536
- CAGR
- +9.48%
- Max drawdown
- −52.73%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.38%
- 3M
- −0.32%
- 6M
- +14.42%
- YTD
- +17.40%
- 1Y
- +20.23%
- 3Y
- +20.19%
- 5Y
- +13.10%
- 10Y
- +12.31%
- 15Y
- +13.27%
- 20Y
- +9.61%
- 25Y
- +9.58%
- Since 1997
- +9.48%
Metrics
Since 1997| Volatility | 18.73% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +35.59% |
| Worst year, 2008 | −31.81% |
| Positive years | 22 of 28 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.7% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −40.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −33.5% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −25.4% | Apr 1998 | Oct 1998 | Aug 2000 | 2.4 years |
| −22.7% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
Annual returns
1997 from Jan 16 · 2026 through Oct 2