John Hancock Funds Multi-Index 2040 Lifetime Portfolio (JRTVX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JRTVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRTVX
JRTVX charges 0.27% annually. There are 239 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JRTVX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JRTVX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRTVX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JRTVX vs PLWIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JRTVX vs JRLVX |
Best Risk-Adjusted Alternatives to JRTVX
JRTVX has a PortfoliosLab risk / return rank of 66. There are 257 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JRTVX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | JRTVX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | JRTVX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | JRTVX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JRTVX vs FRAMX |
Top Performing JRTVX Alternatives (YTD)
JRTVX is at 10.26% YTD. There are 263 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JRTVX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRTVX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRTVX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRTVX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | JRTVX vs FVTKX |
Lowest Volatility Alternatives to JRTVX
JRTVX has 11.02% 1-year volatility. There are 361 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JRTVX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JRTVX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JRTVX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JRTVX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | JRTVX vs FIKFX |
Lowest Drawdown Alternatives to JRTVX
JRTVX has a 1-year max drawdown of -7.81%. There are 347 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JRTVX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRTVX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTVX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRTVX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | JRTVX vs FRKMX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.21% | — | Oct 1992 | JRTVX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.77% | — | Jan 2009 | JRTVX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.32% | — | Jun 1997 | JRTVX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 10.69% | — | Nov 2012 | JRTVX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.07% | — | Dec 1989 | JRTVX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.41% | — | Jan 1997 | JRTVX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | 0.22% | — | Nov 1973 | JRTVX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 32 | 21.16% | — | May 2019 | JRTVX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.71% | — | Oct 1984 | JRTVX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.68% | — | Apr 2014 | JRTVX vs JAKVX |
Often Compared With JRTVX
Investors most often compare JRTVX with FHVDX, IRSMX, JCCIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JRTVX with Any Fund or Stock
Compare JRTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRTVX with funds that move differently
John Hancock Funds Multi-Index 2040 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRTVX.
Explore JRTVX Diversifiers