JLKUX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JLKUX is managed by John Hancock. It was launched on Mar 25, 2014. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JLKUX vs. JVMIX - Performance Comparison
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JLKUX vs. JVMIX - 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, JLKUX achieves a -1.73% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JLKUX has underperformed JVMIX with an annualized return of 9.56%, while JVMIX has yielded a comparatively higher 10.12% 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%
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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JLKUX vs. JVMIX - Expense Ratio Comparison
JLKUX has a 0.05% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JLKUX vs. JVMIX — Risk / Return Rank
JLKUX
JVMIX
JLKUX vs. JVMIX - 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 Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.80 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.25 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.16 | -0.74 |
Martin ratioReturn relative to average drawdown | 1.60 | 4.73 | -3.13 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.80 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.45 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.29 | +0.23 |
Correlation
The correlation between JLKUX and JVMIX is 0.85, 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. JVMIX - Dividend Comparison
JLKUX's dividend yield for the trailing twelve months is around 1.91%, less than JVMIX's 9.13% 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JLKUX vs. JVMIX - Drawdown Comparison
The maximum JLKUX drawdown since its inception was -32.07%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JLKUX and JVMIX.
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Drawdown Indicators
| JLKUX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -67.04% | +34.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -13.22% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -21.13% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -32.07% | -42.64% | +10.57% |
Current DrawdownCurrent decline from peak | -7.16% | -6.93% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -13.43% | +8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 3.23% | +1.14% |
Volatility
JLKUX vs. JVMIX - Volatility Comparison
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has a higher volatility of 6.35% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JLKUX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKUX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 4.40% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.16% | 9.77% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 18.11% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.14% | 18.44% | -2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.45% | 20.31% | -3.86% |