JVLIX
John Hancock Disciplined Value Fund Class I
Mutual fund
$29.07+0.21 (+0.73%)Close Oct 2, 2026
Dec 31, 1996 – Oct 2, 2026, Dividends reinvested
- Final balance
- $136,957
- CAGR
- +9.19%
- Max drawdown
- −54.38%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.35%
- 3M
- −0.24%
- 6M
- +14.58%
- YTD
- +17.60%
- 1Y
- +20.55%
- 3Y
- +20.51%
- 5Y
- +13.39%
- 10Y
- +12.59%
- 15Y
- +13.57%
- 20Y
- +9.69%
- 25Y
- +9.63%
- Since 1996
- +9.19%
Metrics
Since 1996| Volatility | 18.64% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +36.01% |
| Worst year, 2008 | −34.57% |
| Positive years | 22 of 29 |
| Longest drawdown | 4.4 years |
Worst drawdowns
Since 1996| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −54.4% | Oct 2007 | Mar 2009 | Mar 2012 | 4.4 years |
| −40.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −33.6% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −25.4% | Apr 1998 | Oct 1998 | Dec 2000 | 2.6 years |
| −21.0% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
1996 from Dec 31 · 2026 through Oct 2