JLEAX vs. LTTIX

Last updated Aug 1, 2026

JLEAX (John Hancock Funds II Multimanager 2025 Lifetime Portfolio) and LTTIX (MFS Lifetime 2025 Fund) are both Target Retirement Date funds. Their correlation of 0.95 means they have usually moved in the same direction. JLEAX charges 0.42%/yr vs 0.00%/yr for LTTIX.

Performance

JLEAX vs. LTTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds II Multimanager 2025 Lifetime Portfolio (JLEAX) and MFS Lifetime 2025 Fund (LTTIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JLEAX

• 1D: 1.01%
• 1M: -0.59%
• 6M: 3.51%
• YTD: 5.80%
• 1Y: 12.63%
• 3Y*: 9.94%
• 5Y*: 4.28%
• 10Y*: 7.11%
• ALL TIME*: 5.69%

LTTIX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JLEAX John Hancock Funds II Multimanager 2025 Lifetime Portfolio	$0.00	$0.00	$0.00

JLEAX vs. LTTIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JLEAX John Hancock Funds II Multimanager 2025 Lifetime Portfolio	5.80%	13.39%	7.62%	12.47%	-16.87%	11.05%	15.34%	19.43%	-6.80%	13.02%
LTTIX MFS Lifetime 2025 Fund	2.74%	9.29%	6.73%	10.36%	-12.36%	8.61%	10.61%	17.82%	-3.97%	13.16%

Correlation

The correlation between JLEAX and LTTIX is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.91
Correlation (5Y) Shows whether the relationship held over a longer period.	0.94
Correlation (10Y) Provides a long-term view across more market conditions.	0.94
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.95

The correlation between JLEAX and LTTIX shifts across timeframes, from 0.81 (1 year) to 0.95 (all time), reflecting how their relationship changes across market environments.

Return for Risk

JLEAX vs. LTTIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JLEAX

JLEAX Risk / Return Rank: 63
JLEAX Sharpe Ratio Rank: 61
JLEAX Sortino Ratio Rank: 61
JLEAX Omega Ratio Rank: 63
JLEAX Calmar Ratio Rank: 60
JLEAX Martin Ratio Rank: 69

LTTIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JLEAX vs. LTTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager 2025 Lifetime Portfolio (JLEAX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JLEAX	LTTIX	Difference
Sharpe ratio: Return per unit of total volatility	1.57	—	—
Sortino ratio: Return per unit of downside risk	2.24	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.16	—	—
Martin ratio: Return relative to average drawdown	8.96	—	—

Drawdowns

Drawdown Indicators

	JLEAX	LTTIX	Difference
Max Drawdown Largest peak-to-trough decline	-54.13%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-5.56%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-8.41%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.34%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-24.64%	—	—
Current Drawdown Current decline from peak	-1.28%	—	—
Average Drawdown Average peak-to-trough decline	-7.45%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.33%	—	—

Volatility

Volatility by Period

	JLEAX	LTTIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.19%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.48%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	7.65%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.60%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.46%	—	—

JLEAX vs. LTTIX - Expense Ratio Comparison

JLEAX has a 0.42% expense ratio, which is higher than LTTIX's 0.00% expense ratio.

Dividends

JLEAX vs. LTTIX - Dividend Comparison

JLEAX's dividend yield for the trailing twelve months is around 7.82%, less than LTTIX's 11.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JLEAX John Hancock Funds II Multimanager 2025 Lifetime Portfolio	7.82%	8.28%	3.24%	3.40%	16.06%	10.15%	6.03%	9.58%	11.67%	6.30%	6.91%	6.40%
LTTIX MFS Lifetime 2025 Fund	11.54%	8.13%	7.07%	3.30%	5.88%	7.35%	2.83%	3.68%	4.32%	3.51%	4.03%	1.82%

Frequently Asked Questions

Can I hold both JLEAX and LTTIX in my portfolio?

JLEAX and LTTIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.