JLKUX vs. PMTIX
Compare and contrast key facts about John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and Principal LifeTime 2030 Fund (PMTIX).
JLKUX is managed by John Hancock. It was launched on Mar 25, 2014. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
JLKUX vs. PMTIX - Performance Comparison
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JLKUX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | -4.58% | 12.97% | 15.52% | 18.68% | -19.64% | 15.82% | 20.34% | 24.86% | -8.96% | 18.41% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
Returns By Period
In the year-to-date period, JLKUX achieves a -4.58% return, which is significantly lower than PMTIX's -3.15% return. Over the past 10 years, JLKUX has outperformed PMTIX with an annualized return of 9.24%, while PMTIX has yielded a comparatively lower 8.05% annualized return.
JLKUX
- 1D
- -0.47%
- 1M
- -9.28%
- YTD
- -4.58%
- 6M
- -6.67%
- 1Y
- 9.62%
- 3Y*
- 11.68%
- 5Y*
- 5.41%
- 10Y*
- 9.24%
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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JLKUX vs. PMTIX - Expense Ratio Comparison
JLKUX has a 0.05% expense ratio, which is higher than PMTIX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JLKUX vs. PMTIX — Risk / Return Rank
JLKUX
PMTIX
JLKUX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and Principal LifeTime 2030 Fund (PMTIX). 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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.95 | -0.47 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.41 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.12 | -0.91 |
Martin ratioReturn relative to average drawdown | 0.84 | 5.30 | -4.45 |
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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.95 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.51 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.72 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.47 | +0.04 |
Correlation
The correlation between JLKUX and PMTIX 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.
Dividends
JLKUX vs. PMTIX - Dividend Comparison
JLKUX's dividend yield for the trailing twelve months is around 1.96%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 1.96% | 1.87% | 3.23% | 3.28% | 15.00% | 9.92% | 4.36% | 8.74% | 11.46% | 3.34% | 4.83% | 2.95% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
JLKUX vs. PMTIX - Drawdown Comparison
The maximum JLKUX drawdown since its inception was -32.07%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for JLKUX and PMTIX.
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Drawdown Indicators
| JLKUX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -52.14% | +20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -7.49% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -28.12% | -23.05% | -5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -32.07% | -25.87% | -6.20% |
Current DrawdownCurrent decline from peak | -9.86% | -5.85% | -4.01% |
Average DrawdownAverage peak-to-trough decline | -5.36% | -6.83% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 1.59% | +2.75% |
Volatility
JLKUX vs. PMTIX - Volatility Comparison
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has a higher volatility of 5.35% compared to Principal LifeTime 2030 Fund (PMTIX) at 3.33%. This indicates that JLKUX's price experiences larger fluctuations and is considered to be riskier than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKUX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.33% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 5.61% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.77% | 9.78% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 10.53% | +5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 11.19% | +5.24% |