JLKUX vs. JHNBX
Compare and contrast key facts about John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Bond Fund (JHNBX).
JLKUX is managed by John Hancock. It was launched on Mar 25, 2014. JHNBX is managed by John Hancock. It was launched on Nov 9, 1973.
Performance
JLKUX vs. JHNBX - Performance Comparison
Loading graphics...
JLKUX vs. JHNBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JHNBX John Hancock Bond Fund | -0.65% | 7.36% | 1.97% | 6.24% | -15.22% | -0.68% | 10.31% | 10.09% | -1.15% | 4.94% |
Returns By Period
In the year-to-date period, JLKUX achieves a -1.73% return, which is significantly lower than JHNBX's -0.65% return. Over the past 10 years, JLKUX has outperformed JHNBX with an annualized return of 9.56%, while JHNBX has yielded a comparatively lower 2.26% annualized 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%
JHNBX
- 1D
- 0.22%
- 1M
- -2.03%
- YTD
- -0.65%
- 6M
- 0.09%
- 1Y
- 3.62%
- 3Y*
- 3.84%
- 5Y*
- 0.03%
- 10Y*
- 2.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLKUX vs. JHNBX - Expense Ratio Comparison
JLKUX has a 0.05% expense ratio, which is lower than JHNBX's 0.76% expense ratio.
Return for Risk
JLKUX vs. JHNBX — Risk / Return Rank
JLKUX
JHNBX
JLKUX vs. JHNBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Bond Fund (JHNBX). 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 | JHNBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.89 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.25 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.39 | -0.98 |
Martin ratioReturn relative to average drawdown | 1.60 | 4.28 | -2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JLKUX | JHNBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.89 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.00 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.46 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.75 | -0.23 |
Correlation
The correlation between JLKUX and JHNBX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JLKUX vs. JHNBX - Dividend Comparison
JLKUX's dividend yield for the trailing twelve months is around 1.91%, less than JHNBX's 3.96% 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% |
JHNBX John Hancock Bond Fund | 3.96% | 4.25% | 4.14% | 3.80% | 2.93% | 3.30% | 5.50% | 3.75% | 3.51% | 3.23% | 3.19% | 3.48% |
Drawdowns
JLKUX vs. JHNBX - Drawdown Comparison
The maximum JLKUX drawdown since its inception was -32.07%, which is greater than JHNBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for JLKUX and JHNBX.
Loading graphics...
Drawdown Indicators
| JLKUX | JHNBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -24.74% | -7.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -3.25% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -20.13% | -7.99% |
Max Drawdown (10Y)Largest decline over 10 years | -32.07% | -20.13% | -11.94% |
Current DrawdownCurrent decline from peak | -7.16% | -3.17% | -3.99% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -4.15% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 1.05% | +3.32% |
Volatility
JLKUX vs. JHNBX - Volatility Comparison
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has a higher volatility of 6.35% compared to John Hancock Bond Fund (JHNBX) at 1.64%. This indicates that JLKUX's price experiences larger fluctuations and is considered to be riskier than JHNBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JLKUX | JHNBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 1.64% | +4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 2.65% | +8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 4.48% | +14.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.14% | 5.84% | +10.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.45% | 4.89% | +11.56% |