See what your fund actually adds

John Hancock Disciplined Global Long/Short Fund Class A JAKRX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

JAKRX compared with its replication portfolio
MeasureJAKRXReplication
Annualized growth14.4%10.4%
Annualized volatility8.2%7.0%
Sharpe ratio1.691.45
Maximum drawdown9.2%9.9%
Replication fit (R²)0.54 · Tracking error 5.6%

Replication portfolio

The published portfolio below is the investable basket used to model JAKRX’s historical return behavior.

JAKRX replication basket weights
TickerBuilding blockWeight
BKLNFI · Senior Bank Loans50.8%
EFVIntl · Value24.7%
XLESector · Energy10.0%
IAUAlternatives · Gold8.2%
EMLCFI · EM Local Currency6.3%