JLKOX vs. JLKUX
Compare and contrast key facts about John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX).
JLKOX is managed by John Hancock. It was launched on Apr 28, 2011. JLKUX is managed by John Hancock. It was launched on Mar 25, 2014.
Performance
JLKOX vs. JLKUX - Performance Comparison
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JLKOX vs. JLKUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKOX John Hancock Funds Multimanager 2050 Lifetime Portfolio | -1.76% | 12.30% | 15.50% | 18.67% | -19.67% | 15.80% | 20.38% | 24.75% | -8.96% | 18.37% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | -1.73% | 12.97% | 15.52% | 18.68% | -19.64% | 15.82% | 20.34% | 24.86% | -8.96% | 18.41% |
Returns By Period
The year-to-date returns for both investments are quite close, with JLKOX having a -1.76% return and JLKUX slightly higher at -1.73%. Both investments have delivered pretty close results over the past 10 years, with JLKOX having a 9.49% annualized return and JLKUX not far ahead at 9.56%.
JLKOX
- 1D
- 2.99%
- 1M
- -6.22%
- YTD
- -1.76%
- 6M
- -4.82%
- 1Y
- 11.68%
- 3Y*
- 12.53%
- 5Y*
- 5.60%
- 10Y*
- 9.49%
JLKUX
- 1D
- 2.99%
- 1M
- -6.16%
- YTD
- -1.73%
- 6M
- -4.16%
- 1Y
- 12.43%
- 3Y*
- 12.78%
- 5Y*
- 5.74%
- 10Y*
- 9.56%
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JLKOX vs. JLKUX - Expense Ratio Comparison
Both JLKOX and JLKUX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
JLKOX vs. JLKUX — Risk / Return Rank
JLKOX
JLKUX
JLKOX vs. JLKUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX). 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.
| JLKOX | JLKUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.78 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.24 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 0.42 | -0.04 |
Martin ratioReturn relative to average drawdown | 1.40 | 1.60 | -0.21 |
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
| JLKOX | JLKUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.78 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.37 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.59 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.52 | -0.01 |
Correlation
The correlation between JLKOX and JLKUX is 1.00, 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
JLKOX vs. JLKUX - Dividend Comparison
JLKOX's dividend yield for the trailing twelve months is around 1.92%, which matches JLKUX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKOX John Hancock Funds Multimanager 2050 Lifetime Portfolio | 1.92% | 1.89% | 3.22% | 3.22% | 18.51% | 9.85% | 4.79% | 9.55% | 12.92% | 4.02% | 6.43% | 5.53% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 1.91% | 1.87% | 3.23% | 3.28% | 15.00% | 9.92% | 4.36% | 8.74% | 11.46% | 3.34% | 4.83% | 2.95% |
Drawdowns
JLKOX vs. JLKUX - Drawdown Comparison
The maximum JLKOX drawdown since its inception was -32.04%, roughly equal to the maximum JLKUX drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for JLKOX and JLKUX.
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Drawdown Indicators
| JLKOX | JLKUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -32.07% | +0.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -11.65% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -28.12% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | -32.07% | +0.03% |
Current DrawdownCurrent decline from peak | -7.77% | -7.16% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -5.36% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 4.37% | +0.14% |
Volatility
JLKOX vs. JLKUX - Volatility Comparison
John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) have volatilities of 6.36% and 6.35%, 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
| JLKOX | JLKUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 6.35% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 11.16% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 18.99% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 16.14% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 16.45% | +0.02% |