JLBAX vs. LTFIX
Compare and contrast key facts about John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) and Principal LifeTime 2055 Fund (LTFIX).
JLBAX is managed by John Hancock. It was launched on Oct 29, 2006. LTFIX is managed by Principal. It was launched on Feb 28, 2008.
Performance
JLBAX vs. LTFIX - Performance Comparison
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JLBAX vs. LTFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLBAX John Hancock Funds II Multimanager 2015 Lifetime Portfolio | -1.02% | 11.60% | 6.41% | 10.55% | -13.60% | 8.28% | 11.56% | 15.93% | -4.97% | 8.47% |
LTFIX Principal LifeTime 2055 Fund | -5.21% | 17.80% | 17.28% | 20.33% | -18.84% | 17.73% | 16.47% | 27.27% | -9.03% | 22.52% |
Returns By Period
In the year-to-date period, JLBAX achieves a -1.02% return, which is significantly higher than LTFIX's -5.21% return. Over the past 10 years, JLBAX has underperformed LTFIX with an annualized return of 5.56%, while LTFIX has yielded a comparatively higher 10.20% annualized return.
JLBAX
- 1D
- 0.13%
- 1M
- -4.42%
- YTD
- -1.02%
- 6M
- 0.69%
- 1Y
- 8.73%
- 3Y*
- 7.68%
- 5Y*
- 3.69%
- 10Y*
- 5.56%
LTFIX
- 1D
- -0.30%
- 1M
- -8.30%
- YTD
- -5.21%
- 6M
- -2.99%
- 1Y
- 12.51%
- 3Y*
- 14.10%
- 5Y*
- 7.41%
- 10Y*
- 10.20%
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JLBAX vs. LTFIX - Expense Ratio Comparison
JLBAX has a 0.42% expense ratio, which is higher than LTFIX's 0.01% expense ratio.
Return for Risk
JLBAX vs. LTFIX — Risk / Return Rank
JLBAX
LTFIX
JLBAX vs. LTFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) and Principal LifeTime 2055 Fund (LTFIX). 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.
| JLBAX | LTFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.80 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.24 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.94 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.06 | 4.55 | +2.51 |
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
| JLBAX | LTFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.80 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.65 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.42 | -0.01 |
Correlation
The correlation between JLBAX and LTFIX is 0.94, 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
JLBAX vs. LTFIX - Dividend Comparison
JLBAX's dividend yield for the trailing twelve months is around 6.72%, less than LTFIX's 9.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLBAX John Hancock Funds II Multimanager 2015 Lifetime Portfolio | 6.72% | 6.65% | 3.59% | 3.45% | 13.16% | 9.37% | 7.58% | 9.31% | 10.96% | 5.69% | 7.62% | 9.15% |
LTFIX Principal LifeTime 2055 Fund | 9.21% | 8.73% | 8.47% | 4.17% | 8.60% | 5.83% | 3.91% | 6.03% | 6.60% | 3.51% | 3.99% | 4.51% |
Drawdowns
JLBAX vs. LTFIX - Drawdown Comparison
The maximum JLBAX drawdown since its inception was -47.29%, smaller than the maximum LTFIX drawdown of -52.73%. Use the drawdown chart below to compare losses from any high point for JLBAX and LTFIX.
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Drawdown Indicators
| JLBAX | LTFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.29% | -52.73% | +5.44% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -11.48% | +6.13% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -26.80% | +7.42% |
Max Drawdown (10Y)Largest decline over 10 years | -20.07% | -33.50% | +13.43% |
Current DrawdownCurrent decline from peak | -4.42% | -8.71% | +4.29% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -7.70% | +2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 2.37% | -1.15% |
Volatility
JLBAX vs. LTFIX - Volatility Comparison
The current volatility for John Hancock Funds II Multimanager 2015 Lifetime Portfolio (JLBAX) is 2.43%, while Principal LifeTime 2055 Fund (LTFIX) has a volatility of 4.93%. This indicates that JLBAX experiences smaller price fluctuations and is considered to be less risky than LTFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLBAX | LTFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 4.93% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 8.89% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 15.73% | -9.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.32% | 15.37% | -8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.72% | 15.77% | -8.05% |