JLKUX vs. FRQKX
Compare and contrast key facts about John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
JLKUX is managed by John Hancock. It was launched on Mar 25, 2014. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
JLKUX vs. FRQKX - Performance Comparison
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JLKUX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | -1.73% | 12.97% | 15.52% | 18.68% | -19.64% | 15.82% | 20.34% | 8.34% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, JLKUX achieves a -1.73% return, which is significantly lower than FRQKX's 0.27% return.
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%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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JLKUX vs. FRQKX - Expense Ratio Comparison
JLKUX has a 0.05% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
JLKUX vs. FRQKX — Risk / Return Rank
JLKUX
FRQKX
JLKUX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| JLKUX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.73 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.42 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.37 | -1.95 |
Martin ratioReturn relative to average drawdown | 1.60 | 9.37 | -7.77 |
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
| JLKUX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.73 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.47 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.70 | -0.17 |
Correlation
The correlation between JLKUX and FRQKX is 0.75, 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
JLKUX vs. FRQKX - Dividend Comparison
JLKUX's dividend yield for the trailing twelve months is around 1.91%, less than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JLKUX vs. FRQKX - Drawdown Comparison
The maximum JLKUX drawdown since its inception was -32.07%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for JLKUX and FRQKX.
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Drawdown Indicators
| JLKUX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -16.97% | -15.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -3.42% | -8.23% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -16.97% | -11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.07% | — | — |
Current DrawdownCurrent decline from peak | -7.16% | -2.45% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -3.95% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 0.86% | +3.51% |
Volatility
JLKUX vs. FRQKX - Volatility Comparison
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has a higher volatility of 6.35% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that JLKUX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKUX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 2.14% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 2.96% | +8.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 4.67% | +14.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.14% | 5.53% | +10.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.45% | 5.77% | +10.68% |