JLHAX vs. TAGRX
JLHAX (John Hancock Funds II Multimanager 2035 Lifetime Portfolio) and TAGRX (John Hancock Fundamental Large Cap Core Fund) are both mutual funds - JLHAX is a Target Retirement Date fund managed by John Hancock, while TAGRX is a Large Cap Blend Equities fund managed by John Hancock. Over the past 10 years, JLHAX returned 9.37%/yr vs 12.58%/yr for TAGRX. Their correlation of 0.91 suggests significant overlap in exposure. JLHAX charges 0.42%/yr vs 1.01%/yr for TAGRX.
Performance
JLHAX vs. TAGRX - Performance Comparison
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Returns By Period
In the year-to-date period, JLHAX achieves a 9.81% return, which is significantly higher than TAGRX's 3.63% return. Over the past 10 years, JLHAX has underperformed TAGRX with an annualized return of 9.37%, while TAGRX has yielded a comparatively higher 12.58% annualized return.
JLHAX
- 1D
- 0.25%
- 1M
- 1.45%
- YTD
- 9.81%
- 6M
- 10.26%
- 1Y
- 21.93%
- 3Y*
- 15.38%
- 5Y*
- 6.40%
- 10Y*
- 9.37%
TAGRX
- 1D
- 1.30%
- 1M
- 0.68%
- YTD
- 3.63%
- 6M
- 3.34%
- 1Y
- 16.58%
- 3Y*
- 16.45%
- 5Y*
- 8.55%
- 10Y*
- 12.58%
JLHAX vs. TAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLHAX John Hancock Funds II Multimanager 2035 Lifetime Portfolio | 9.81% | 16.08% | 11.11% | 15.50% | -19.47% | 13.90% | 18.27% | 22.86% | -8.60% | 16.86% |
TAGRX John Hancock Fundamental Large Cap Core Fund | 3.63% | 9.98% | 21.14% | 32.23% | -24.86% | 29.16% | 20.55% | 35.06% | -14.09% | 19.63% |
Correlation
The correlation between JLHAX and TAGRX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2006 | 0.91 |
The correlation between JLHAX and TAGRX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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Return for Risk
JLHAX vs. TAGRX — Risk / Return Rank
JLHAX
TAGRX
JLHAX vs. TAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Multimanager 2035 Lifetime Portfolio (JLHAX) and John Hancock Fundamental Large Cap Core Fund (TAGRX). 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.
| JLHAX | TAGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 1.18 | +1.68 |
| Martin ratioReturn relative to average drawdown | 12.63 | 4.14 | +8.49 |
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
| JLHAX | TAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.25 | 1.32 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.43 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.62 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.47 | -0.07 |
Drawdowns
JLHAX vs. TAGRX - Drawdown Comparison
The maximum JLHAX drawdown since its inception was -56.42%, roughly equal to the maximum TAGRX drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for JLHAX and TAGRX.
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Drawdown Indicators
| JLHAX | TAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.42% | -58.45% | +2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -7.67% | -14.04% | +6.37% |
Max Drawdown (3Y)Largest decline over 3 years | -12.69% | -26.11% | +13.42% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -29.10% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -29.14% | -36.96% | +7.82% |
Current DrawdownCurrent decline from peak | -0.34% | -0.48% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -8.69% | -11.54% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 4.01% | -2.28% |
Volatility
JLHAX vs. TAGRX - Volatility Comparison
John Hancock Funds II Multimanager 2035 Lifetime Portfolio (JLHAX) and John Hancock Fundamental Large Cap Core Fund (TAGRX) have volatilities of 3.17% and 3.17%, 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
| JLHAX | TAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 3.17% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.95% | 9.65% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.74% | 12.59% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.76% | 20.19% | -7.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.86% | 20.50% | -6.64% |
JLHAX vs. TAGRX - Expense Ratio Comparison
JLHAX has a 0.42% expense ratio, which is lower than TAGRX's 1.01% expense ratio.
Dividends
JLHAX vs. TAGRX - Dividend Comparison
JLHAX's dividend yield for the trailing twelve months is around 8.02%, less than TAGRX's 11.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLHAX John Hancock Funds II Multimanager 2035 Lifetime Portfolio | 8.02% | 8.81% | 2.68% | 2.53% | 20.06% | 9.76% | 5.83% | 11.13% | 13.05% | 6.74% | 6.80% | 6.36% |
TAGRX John Hancock Fundamental Large Cap Core Fund | 11.67% | 12.09% | 13.00% | 6.67% | 6.76% | 7.82% | 0.30% | 0.53% | 14.05% | 8.22% | 2.96% | 1.22% |
Frequently Asked Questions
JLHAX and TAGRX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAGRX has higher volatility (3.17%) compared to JLHAX (3.17%). In terms of maximum drawdown, JLHAX dropped -56.42% vs TAGRX's -58.45%.
JLHAX currently has the higher Sharpe Ratio (2.25 vs 1.32), 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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