JIEHX vs. FRIMX
Compare and contrast key facts about John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
JIEHX is managed by John Hancock. It was launched on Mar 29, 2016. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JIEHX vs. FRIMX - Performance Comparison
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JIEHX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 25.00% | -8.22% | 16.82% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 6.83% |
Returns By Period
In the year-to-date period, JIEHX achieves a -1.41% return, which is significantly lower than FRIMX's 0.24% return.
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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JIEHX vs. FRIMX - Expense Ratio Comparison
JIEHX has a 0.01% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
JIEHX vs. FRIMX — Risk / Return Rank
JIEHX
FRIMX
JIEHX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| JIEHX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.70 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.38 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.31 | -0.58 |
Martin ratioReturn relative to average drawdown | 8.07 | 9.18 | -1.11 |
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
| JIEHX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.70 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.08 |
Correlation
The correlation between JIEHX and FRIMX is 0.72, 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
JIEHX vs. FRIMX - Dividend Comparison
JIEHX's dividend yield for the trailing twelve months is around 3.60%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | 3.60% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% | 0.00% | 0.00% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
JIEHX vs. FRIMX - Drawdown Comparison
The maximum JIEHX drawdown since its inception was -32.55%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for JIEHX and FRIMX.
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Drawdown Indicators
| JIEHX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -33.73% | +1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -3.44% | -8.16% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -16.12% | -9.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.12% | — |
Current DrawdownCurrent decline from peak | -6.67% | -2.46% | -4.21% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.74% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.86% | +1.63% |
Volatility
JIEHX vs. FRIMX - Volatility Comparison
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a higher volatility of 5.95% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that JIEHX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEHX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 2.13% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 2.95% | +6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 4.64% | +11.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 5.23% | +9.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 4.48% | +12.02% |