JIIRX vs. TSAIX
JIIRX (John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio) and TSAIX (TIAA-CREF Lifestyle Aggressive Growth Fund) are both Diversified Portfolio funds. Over the past 10 years, JIIRX returned 11.53%/yr vs 12.03%/yr for TSAIX. With a 0.98 correlation, they move nearly in lockstep. JIIRX charges 0.27%/yr vs 0.04%/yr for TSAIX.
Performance
JIIRX vs. TSAIX - Performance Comparison
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Returns By Period
In the year-to-date period, JIIRX achieves a 13.62% return, which is significantly higher than TSAIX's 10.64% return. Both investments have delivered pretty close results over the past 10 years, with JIIRX having a 11.53% annualized return and TSAIX not far ahead at 12.03%.
JIIRX
- 1D
- 0.52%
- 1M
- 5.30%
- YTD
- 13.62%
- 6M
- 14.29%
- 1Y
- 29.29%
- 3Y*
- 19.18%
- 5Y*
- 9.70%
- 10Y*
- 11.53%
TSAIX
- 1D
- 0.62%
- 1M
- 4.96%
- YTD
- 10.64%
- 6M
- 11.38%
- 1Y
- 26.69%
- 3Y*
- 19.37%
- 5Y*
- 9.70%
- 10Y*
- 12.03%
JIIRX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIIRX John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio | 13.62% | 19.50% | 13.62% | 17.23% | -17.31% | 19.30% | 14.41% | 25.90% | -8.97% | 18.87% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 10.64% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Correlation
The correlation between JIIRX and TSAIX is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.98 |
The correlation between JIIRX and TSAIX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.
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Return for Risk
JIIRX vs. TSAIX — Risk / Return Rank
JIIRX
TSAIX
JIIRX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio (JIIRX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). 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.
| JIIRX | TSAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.38 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | 2.65 | +0.70 |
| Martin ratioReturn relative to average drawdown | 14.70 | 11.60 | +3.09 |
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
| JIIRX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 2.11 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.60 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.68 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.72 | -0.11 |
Drawdowns
JIIRX vs. TSAIX - Drawdown Comparison
The maximum JIIRX drawdown since its inception was -34.72%, roughly equal to the maximum TSAIX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for JIIRX and TSAIX.
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Drawdown Indicators
| JIIRX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -34.58% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -10.28% | +1.37% |
Max Drawdown (3Y)Largest decline over 3 years | -16.03% | -17.29% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -25.23% | -28.28% | +3.05% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -34.58% | -0.14% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -4.92% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 2.34% | -0.31% |
Volatility
JIIRX vs. TSAIX - Volatility Comparison
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio (JIIRX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) have volatilities of 3.63% and 3.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JIIRX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 3.72% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 10.26% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.16% | 12.92% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 16.25% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 17.65% | -0.68% |
JIIRX vs. TSAIX - Expense Ratio Comparison
JIIRX has a 0.27% expense ratio, which is higher than TSAIX's 0.04% 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%.
Dividends
JIIRX vs. TSAIX - Dividend Comparison
JIIRX's dividend yield for the trailing twelve months is around 4.39%, less than TSAIX's 6.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIIRX John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio | 4.39% | 4.99% | 1.81% | 1.94% | 13.64% | 7.78% | 3.40% | 9.52% | 12.29% | 3.49% | 3.16% | 1.88% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 6.67% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Frequently Asked Questions
With a correlation of 0.98, JIIRX and TSAIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
TSAIX has higher volatility (3.72%) compared to JIIRX (3.63%). In terms of maximum drawdown, JIIRX dropped -34.72% vs TSAIX's -34.58%.
JIIRX currently has the higher Sharpe Ratio (2.46 vs 2.11), 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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