AAHTX vs. JRLVX
Compare and contrast key facts about American Funds 2045 Target Date Retirement Fund (AAHTX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
AAHTX is managed by American Funds. It was launched on Jan 31, 2007. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
AAHTX vs. JRLVX - Performance Comparison
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AAHTX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | -5.32% | 20.01% | 14.82% | 19.74% | -18.40% | 16.83% | 18.79% | 24.33% | -5.92% | 22.02% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -3.42% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% | 25.03% | -8.29% | 17.40% |
Returns By Period
In the year-to-date period, AAHTX achieves a -5.32% return, which is significantly lower than JRLVX's -3.42% return. Over the past 10 years, AAHTX has outperformed JRLVX with an annualized return of 10.48%, while JRLVX has yielded a comparatively lower 9.91% annualized return.
AAHTX
- 1D
- -0.35%
- 1M
- -8.83%
- YTD
- -5.32%
- 6M
- -2.42%
- 1Y
- 14.99%
- 3Y*
- 13.87%
- 5Y*
- 7.44%
- 10Y*
- 10.48%
JRLVX
- 1D
- -0.25%
- 1M
- -8.07%
- YTD
- -3.42%
- 6M
- -0.73%
- 1Y
- 16.15%
- 3Y*
- 13.74%
- 5Y*
- 7.47%
- 10Y*
- 9.91%
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AAHTX vs. JRLVX - Expense Ratio Comparison
AAHTX has a 0.33% expense ratio, which is higher than JRLVX's 0.01% expense ratio.
Return for Risk
AAHTX vs. JRLVX — Risk / Return Rank
AAHTX
JRLVX
AAHTX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAHTX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.07 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.57 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.30 | +0.05 |
Martin ratioReturn relative to average drawdown | 5.97 | 6.28 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAHTX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.07 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.51 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.62 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.08 |
Correlation
The correlation between AAHTX and JRLVX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAHTX vs. JRLVX - Dividend Comparison
AAHTX's dividend yield for the trailing twelve months is around 6.18%, more than JRLVX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | 6.18% | 5.85% | 3.37% | 2.46% | 6.75% | 4.62% | 3.19% | 4.24% | 4.85% | 2.33% | 3.50% | 4.74% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.68% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
AAHTX vs. JRLVX - Drawdown Comparison
The maximum AAHTX drawdown since its inception was -50.05%, which is greater than JRLVX's maximum drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for AAHTX and JRLVX.
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Drawdown Indicators
| AAHTX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.05% | -32.53% | -17.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -11.23% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -25.83% | -25.64% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -28.92% | -32.53% | +3.61% |
Current DrawdownCurrent decline from peak | -9.20% | -8.50% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -4.61% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.33% | -0.11% |
Volatility
AAHTX vs. JRLVX - Volatility Comparison
The current volatility for American Funds 2045 Target Date Retirement Fund (AAHTX) is 4.30%, while John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a volatility of 4.70%. This indicates that AAHTX experiences smaller price fluctuations and is considered to be less risky than JRLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAHTX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.70% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 8.47% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 15.32% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 14.69% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.52% | 15.94% | -1.42% |