JIEHX vs. LTTIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and MFS Lifetime 2025 Fund (LTTIX).
JIEHX is managed by John Hancock. It was launched on Mar 29, 2016. LTTIX is managed by MFS. It was launched on Nov 1, 2012.
Performance
JIEHX vs. LTTIX - Performance Comparison
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JIEHX vs. LTTIX - 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% |
LTTIX MFS Lifetime 2025 Fund | -0.00% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 12.88% |
Returns By Period
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
LTTIX
- 1D
- 0.85%
- 1M
- -2.39%
- YTD
- 0.00%
- 6M
- 1.03%
- 1Y
- 7.47%
- 3Y*
- 7.50%
- 5Y*
- 3.79%
- 10Y*
- 6.22%
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JIEHX vs. LTTIX - Expense Ratio Comparison
JIEHX has a 0.01% expense ratio, which is higher than LTTIX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JIEHX vs. LTTIX — Risk / Return Rank
JIEHX
LTTIX
JIEHX vs. LTTIX - 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 MFS Lifetime 2025 Fund (LTTIX). 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 | LTTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.49 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.09 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.96 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.07 | 7.97 | +0.11 |
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 | LTTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.49 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.60 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.83 | -0.22 |
Correlation
The correlation between JIEHX and LTTIX is 0.91, 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. LTTIX - Dividend Comparison
JIEHX's dividend yield for the trailing twelve months is around 3.60%, less than LTTIX's 8.13% 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% |
LTTIX MFS Lifetime 2025 Fund | 8.13% | 8.13% | 7.07% | 3.30% | 5.88% | 7.35% | 2.83% | 3.68% | 4.32% | 3.51% | 4.03% | 1.82% |
Drawdowns
JIEHX vs. LTTIX - Drawdown Comparison
The maximum JIEHX drawdown since its inception was -32.55%, which is greater than LTTIX's maximum drawdown of -19.33%. Use the drawdown chart below to compare losses from any high point for JIEHX and LTTIX.
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Drawdown Indicators
| JIEHX | LTTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -19.33% | -13.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -4.02% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -16.92% | -8.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.33% | — |
Current DrawdownCurrent decline from peak | -6.67% | -2.68% | -3.99% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -2.70% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.99% | +1.50% |
Volatility
JIEHX vs. LTTIX - Volatility Comparison
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a higher volatility of 5.95% compared to MFS Lifetime 2025 Fund (LTTIX) at 2.02%. This indicates that JIEHX's price experiences larger fluctuations and is considered to be riskier than LTTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIEHX | LTTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 2.02% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 3.07% | +6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 5.14% | +11.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 6.38% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 7.25% | +9.25% |