Correlation
The correlation between JLKOX and JLKUX is 0.95, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLKOX or JLKUX.
Performance
JLKOX vs. JLKUX - Performance Comparison
Loading data...
Key characteristics
JLKOX:
0.57
JLKUX:
0.57
JLKOX:
0.79
JLKUX:
0.79
JLKOX:
1.11
JLKUX:
1.11
JLKOX:
0.32
JLKUX:
0.35
JLKOX:
1.93
JLKUX:
1.93
JLKOX:
4.37%
JLKUX:
4.37%
JLKOX:
17.32%
JLKUX:
17.33%
JLKOX:
-37.58%
JLKUX:
-35.72%
JLKOX:
-12.53%
JLKUX:
-9.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with JLKOX having a 3.80% return and JLKUX slightly lower at 3.75%. Over the past 10 years, JLKOX has underperformed JLKUX with an annualized return of 2.50%, while JLKUX has yielded a comparatively higher 3.51% annualized return.
JLKOX
3.80%
5.24%
-1.15%
9.16%
3.50%
5.33%
2.50%
JLKUX
3.75%
5.24%
-1.15%
9.15%
4.52%
6.04%
3.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Risk-Adjusted Performance
JLKOX vs. JLKUX — Risk-Adjusted Performance Rank
JLKOX
JLKUX
JLKOX vs. JLKUX - Risk-Adjusted Performance 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.
Loading data...
Dividends
JLKOX vs. JLKUX - Dividend Comparison
JLKOX's dividend yield for the trailing twelve months is around 3.10%, which matches JLKUX's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKOX John Hancock Funds Multimanager 2050 Lifetime Portfolio | 3.10% | 3.21% | 3.22% | 18.51% | 9.84% | 4.78% | 9.55% | 12.93% | 6.67% | 6.43% | 5.54% | 4.86% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 3.12% | 3.23% | 3.28% | 15.01% | 9.93% | 4.35% | 8.74% | 11.46% | 5.96% | 4.83% | 2.96% | 2.26% |
Drawdowns
JLKOX vs. JLKUX - Drawdown Comparison
The maximum JLKOX drawdown since its inception was -37.58%, which is greater than JLKUX's maximum drawdown of -35.72%. Use the drawdown chart below to compare losses from any high point for JLKOX and JLKUX.
Loading data...
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 3.72% 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.
Loading data...