Correlation
The correlation between JLKUX and JLKOX 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.
JLKUX vs. JLKOX
Compare and contrast key facts about John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX).
JLKUX is managed by John Hancock. It was launched on Mar 25, 2014. JLKOX is managed by John Hancock. It was launched on Apr 28, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLKUX or JLKOX.
Performance
JLKUX vs. JLKOX - Performance Comparison
Loading data...
Key characteristics
JLKUX:
0.57
JLKOX:
0.57
JLKUX:
0.79
JLKOX:
0.79
JLKUX:
1.11
JLKOX:
1.11
JLKUX:
0.35
JLKOX:
0.32
JLKUX:
1.93
JLKOX:
1.93
JLKUX:
4.37%
JLKOX:
4.37%
JLKUX:
17.33%
JLKOX:
17.32%
JLKUX:
-35.72%
JLKOX:
-37.58%
JLKUX:
-9.97%
JLKOX:
-12.53%
Returns By Period
The year-to-date returns for both investments are quite close, with JLKUX having a 3.75% return and JLKOX slightly higher at 3.80%. Over the past 10 years, JLKUX has outperformed JLKOX with an annualized return of 3.51%, while JLKOX has yielded a comparatively lower 2.50% annualized return.
JLKUX
3.75%
5.24%
-1.15%
9.15%
4.52%
6.04%
3.51%
JLKOX
3.80%
5.24%
-1.15%
9.16%
3.50%
5.33%
2.50%
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. JLKOX - Expense Ratio Comparison
Both JLKUX and JLKOX 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
JLKUX vs. JLKOX — Risk-Adjusted Performance Rank
JLKUX
JLKOX
JLKUX vs. JLKOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX). 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
JLKUX vs. JLKOX - Dividend Comparison
JLKUX's dividend yield for the trailing twelve months is around 3.12%, which matches JLKOX's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
JLKUX vs. JLKOX - Drawdown Comparison
The maximum JLKUX drawdown since its inception was -35.72%, roughly equal to the maximum JLKOX drawdown of -37.58%. Use the drawdown chart below to compare losses from any high point for JLKUX and JLKOX.
Loading data...
Volatility
JLKUX vs. JLKOX - Volatility Comparison
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) 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...