AAOTX vs. JLKYX
Compare and contrast key facts about American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX).
AAOTX is managed by American Funds. JLKYX is managed by John Hancock. It was launched on Mar 25, 2014.
Performance
AAOTX vs. JLKYX - Performance Comparison
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AAOTX vs. JLKYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | -3.44% | 20.36% | 15.20% | 21.16% | -19.94% | 16.85% | 46.68% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -1.36% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 48.22% |
Returns By Period
In the year-to-date period, AAOTX achieves a -3.44% return, which is significantly lower than JLKYX's -1.36% return.
AAOTX
- 1D
- 2.76%
- 1M
- -6.48%
- YTD
- -3.44%
- 6M
- -0.89%
- 1Y
- 18.05%
- 3Y*
- 15.12%
- 5Y*
- 7.56%
- 10Y*
- —
JLKYX
- 1D
- 2.78%
- 1M
- -5.68%
- YTD
- -1.36%
- 6M
- 1.09%
- 1Y
- 19.55%
- 3Y*
- 15.25%
- 5Y*
- 8.08%
- 10Y*
- 10.33%
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AAOTX vs. JLKYX - Expense Ratio Comparison
AAOTX has a 0.73% expense ratio, which is higher than JLKYX's 0.01% expense ratio.
Return for Risk
AAOTX vs. JLKYX — Risk / Return Rank
AAOTX
JLKYX
AAOTX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX). 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.
| AAOTX | JLKYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.22 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.78 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.74 | +0.07 |
Martin ratioReturn relative to average drawdown | 7.73 | 8.09 | -0.37 |
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
| AAOTX | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.22 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.58 | +0.37 |
Correlation
The correlation between AAOTX and JLKYX 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
AAOTX vs. JLKYX - Dividend Comparison
AAOTX's dividend yield for the trailing twelve months is around 4.56%, more than JLKYX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAOTX American Funds 2065 Target Date Retirement Fund Class A | 4.56% | 4.41% | 2.52% | 1.71% | 3.67% | 1.34% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.66% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
Drawdowns
AAOTX vs. JLKYX - Drawdown Comparison
The maximum AAOTX drawdown since its inception was -27.57%, smaller than the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for AAOTX and JLKYX.
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Drawdown Indicators
| AAOTX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.57% | -32.55% | +4.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -11.59% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -27.57% | -25.75% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.55% | — |
Current DrawdownCurrent decline from peak | -7.33% | -6.63% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -6.16% | -4.71% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 2.49% | -0.10% |
Volatility
AAOTX vs. JLKYX - Volatility Comparison
The current volatility for American Funds 2065 Target Date Retirement Fund Class A (AAOTX) is 5.61%, while John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a volatility of 5.95%. This indicates that AAOTX experiences smaller price fluctuations and is considered to be less risky than JLKYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAOTX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 5.95% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.43% | 9.49% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 16.39% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.62% | 15.16% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 16.16% | -1.06% |