John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX) 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 JRTYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRTYX
JRTYX charges 0.26% annually. There are 234 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 | JRTYX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRTYX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRTYX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JRTYX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRTYX vs LTIUX |
Best Risk-Adjusted Alternatives to JRTYX
JRTYX has a PortfoliosLab risk / return rank of 63. There are 369 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | JRTYX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JRTYX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | JRTYX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | JRTYX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JRTYX vs FRAMX |
Top Performing JRTYX Alternatives (YTD)
JRTYX is at 12.27% YTD. There are 121 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 | JRTYX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRTYX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRTYX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRTYX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JRTYX vs FWLSX |
Lowest Volatility Alternatives to JRTYX
JRTYX has 12.93% 1-year volatility. There are 523 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 | JRTYX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JRTYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JRTYX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JRTYX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | JRTYX vs FIKFX |
Lowest Drawdown Alternatives to JRTYX
JRTYX has a 1-year max drawdown of -9.19%. There are 502 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 | JRTYX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRTYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTYX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRTYX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | JRTYX vs FRQKX |
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 | 10.24% | — | Oct 1992 | JRTYX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JRTYX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.79% | — | Jun 1997 | JRTYX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 11.16% | — | Nov 2012 | JRTYX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.30% | — | Dec 1989 | JRTYX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.73% | — | Jan 1997 | JRTYX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.08% | — | Nov 1973 | JRTYX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | JRTYX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 3.03% | — | Oct 1984 | JRTYX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.68% | — | Apr 2014 | JRTYX vs JAKVX |
Often Compared With JRTYX
Investors most often compare JRTYX with FCQTX, JCCIX, FCTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JRTYX with Any Fund or Stock
Compare JRTYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRTYX with funds that move differently
John Hancock Funds Multi-Index 2050 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRTYX.
Explore JRTYX Diversifiers