JLKYX vs. AADTX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and American Funds 2025 Target Date Retirement Fund (AADTX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. AADTX is managed by American Funds. It was launched on Jan 31, 2007.
Performance
JLKYX vs. AADTX - Performance Comparison
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JLKYX vs. AADTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -0.42% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
AADTX American Funds 2025 Target Date Retirement Fund | -0.37% | 14.20% | 8.97% | 11.57% | -13.04% | 11.12% | 13.33% | 17.35% | -3.74% | 14.95% |
Returns By Period
In the year-to-date period, JLKYX achieves a -0.42% return, which is significantly lower than AADTX's -0.37% return. Over the past 10 years, JLKYX has outperformed AADTX with an annualized return of 10.44%, while AADTX has yielded a comparatively lower 7.53% annualized return.
JLKYX
- 1D
- 0.96%
- 1M
- -2.89%
- YTD
- -0.42%
- 6M
- 1.82%
- 1Y
- 19.95%
- 3Y*
- 15.62%
- 5Y*
- 8.29%
- 10Y*
- 10.44%
AADTX
- 1D
- 0.31%
- 1M
- -2.38%
- YTD
- -0.37%
- 6M
- 1.29%
- 1Y
- 11.12%
- 3Y*
- 10.10%
- 5Y*
- 5.33%
- 10Y*
- 7.53%
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JLKYX vs. AADTX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than AADTX's 0.34% expense ratio.
Return for Risk
JLKYX vs. AADTX — Risk / Return Rank
JLKYX
AADTX
JLKYX vs. AADTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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.
| JLKYX | AADTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.52 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.17 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.14 | -0.32 |
Martin ratioReturn relative to average drawdown | 8.40 | 8.70 | -0.29 |
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
| JLKYX | AADTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.52 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.65 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.85 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.49 | +0.10 |
Correlation
The correlation between JLKYX and AADTX 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
JLKYX vs. AADTX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.62%, less than AADTX's 7.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.62% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
AADTX American Funds 2025 Target Date Retirement Fund | 7.40% | 7.38% | 5.18% | 3.05% | 3.96% | 6.24% | 3.58% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% |
Drawdowns
JLKYX vs. AADTX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, smaller than the maximum AADTX drawdown of -48.80%. Use the drawdown chart below to compare losses from any high point for JLKYX and AADTX.
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Drawdown Indicators
| JLKYX | AADTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -48.80% | +16.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.16% | -5.30% | -3.86% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -19.02% | -6.73% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -19.24% | -13.31% |
Current DrawdownCurrent decline from peak | -5.73% | -3.61% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -6.20% | +1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.34% | +1.17% |
Volatility
JLKYX vs. AADTX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.80% compared to American Funds 2025 Target Date Retirement Fund (AADTX) at 2.90%. This indicates that JLKYX's price experiences larger fluctuations and is considered to be riskier than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKYX | AADTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 2.90% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 4.62% | +4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 7.44% | +8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 8.19% | +6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 8.93% | +7.23% |