JIEHX vs. FRQKX
Compare and contrast key facts about John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
JIEHX is managed by John Hancock. It was launched on Mar 29, 2016. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
JIEHX vs. FRQKX - Performance Comparison
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JIEHX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 8.71% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, JIEHX achieves a -1.41% return, which is significantly lower than FRQKX's 0.27% return.
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
- —
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JIEHX vs. FRQKX - Expense Ratio Comparison
JIEHX has a 0.01% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
JIEHX vs. FRQKX — Risk / Return Rank
JIEHX
FRQKX
JIEHX vs. FRQKX - 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 Managed Retirement 2010 Fund Class K (FRQKX). 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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.73 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.42 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.37 | -0.64 |
Martin ratioReturn relative to average drawdown | 8.07 | 9.37 | -1.30 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.73 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.70 | -0.08 |
Correlation
The correlation between JIEHX and FRQKX is 0.77, 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. FRQKX - Dividend Comparison
JIEHX's dividend yield for the trailing twelve months is around 3.60%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% |
Drawdowns
JIEHX vs. FRQKX - Drawdown Comparison
The maximum JIEHX drawdown since its inception was -32.55%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for JIEHX and FRQKX.
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Drawdown Indicators
| JIEHX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -16.97% | -15.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -3.42% | -8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -16.97% | -8.73% |
Current DrawdownCurrent decline from peak | -6.67% | -2.45% | -4.22% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -3.95% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.86% | +1.63% |
Volatility
JIEHX vs. FRQKX - Volatility Comparison
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a higher volatility of 5.95% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that JIEHX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEHX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 2.14% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 2.96% | +6.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 4.67% | +11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 5.53% | +9.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 5.77% | +10.73% |