JFCIX vs. JLKUX
JFCIX (John Hancock Funds Fundamental All Cap Core Fund) and JLKUX (John Hancock Funds Multimanager 2055 Lifetime Portfolio) are both mutual funds - JFCIX is a Large Cap Blend Equities fund managed by John Hancock, while JLKUX is a Target Retirement Date fund managed by John Hancock. Over the past 10 years, JFCIX returned 14.02%/yr vs 10.88%/yr for JLKUX. Their correlation of 0.90 suggests significant overlap in exposure. JFCIX charges 0.83%/yr vs 0.05%/yr for JLKUX.
Performance
JFCIX vs. JLKUX - Performance Comparison
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Returns By Period
In the year-to-date period, JFCIX achieves a 1.66% return, which is significantly lower than JLKUX's 13.44% return. Over the past 10 years, JFCIX has outperformed JLKUX with an annualized return of 14.02%, while JLKUX has yielded a comparatively lower 10.88% annualized return.
JFCIX
- 1D
- -0.86%
- 1M
- 1.35%
- YTD
- 1.66%
- 6M
- 0.87%
- 1Y
- 12.24%
- 3Y*
- 14.92%
- 5Y*
- 8.63%
- 10Y*
- 14.02%
JLKUX
- 1D
- 0.33%
- 1M
- 5.66%
- YTD
- 13.44%
- 6M
- 9.07%
- 1Y
- 22.54%
- 3Y*
- 17.56%
- 5Y*
- 8.03%
- 10Y*
- 10.88%
JFCIX vs. JLKUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 1.66% | 4.83% | 23.65% | 34.78% | -23.41% | 30.12% | 27.76% | 36.36% | -14.37% | 27.39% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 13.44% | 12.97% | 15.52% | 18.68% | -19.64% | 15.82% | 20.34% | 24.86% | -8.96% | 18.41% |
Correlation
The correlation between JFCIX and JLKUX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2014 | 0.90 |
The correlation between JFCIX and JLKUX shifts across timeframes, from 0.71 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JFCIX vs. JLKUX — Risk / Return Rank
JFCIX
JLKUX
JFCIX vs. JLKUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX). 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.
| JFCIX | JLKUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.93 | 2.65 | -1.73 |
| Martin ratioReturn relative to average drawdown | 3.02 | 10.34 | -7.32 |
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
| JFCIX | JLKUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.87 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.51 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.60 | +0.06 |
Drawdowns
JFCIX vs. JLKUX - Drawdown Comparison
The maximum JFCIX drawdown since its inception was -37.06%, which is greater than JLKUX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for JFCIX and JLKUX.
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Drawdown Indicators
| JFCIX | JLKUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.06% | -32.07% | -4.99% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -9.86% | -4.25% |
Max Drawdown (3Y)Largest decline over 3 years | -23.81% | -16.88% | -6.93% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -28.12% | -0.27% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -32.07% | -4.99% |
Current DrawdownCurrent decline from peak | -1.71% | 0.00% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -5.30% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.39% | +1.94% |
Volatility
JFCIX vs. JLKUX - Volatility Comparison
The current volatility for John Hancock Funds Fundamental All Cap Core Fund (JFCIX) is 3.28%, while John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has a volatility of 3.86%. This indicates that JFCIX experiences smaller price fluctuations and is considered to be less risky than JLKUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFCIX | JLKUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.86% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 11.70% | -1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.26% | 13.99% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 16.21% | +3.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.64% | 16.51% | +4.13% |
JFCIX vs. JLKUX - Expense Ratio Comparison
JFCIX has a 0.83% expense ratio, which is higher than JLKUX's 0.05% expense ratio.
Dividends
JFCIX vs. JLKUX - Dividend Comparison
JFCIX's dividend yield for the trailing twelve months is around 10.53%, more than JLKUX's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 10.53% | 10.70% | 0.30% | 0.36% | 5.05% | 3.35% | 2.95% | 0.16% | 9.75% | 5.97% | 0.41% | 5.36% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 1.65% | 1.87% | 3.23% | 3.28% | 15.00% | 9.92% | 4.36% | 8.74% | 11.46% | 3.34% | 4.83% | 2.95% |
Frequently Asked Questions
JFCIX and JLKUX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JLKUX has higher volatility (3.86%) compared to JFCIX (3.28%). In terms of maximum drawdown, JFCIX dropped -37.06% vs JLKUX's -32.07%.
JLKUX currently has the higher Sharpe Ratio (1.87 vs 0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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