JLKYX vs. FRAMX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JLKYX vs. FRAMX - Performance Comparison
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JLKYX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -1.36% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.18% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, JLKYX achieves a -1.36% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, JLKYX has outperformed FRAMX with an annualized return of 10.33%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
JLKYX
- 1D
- 2.78%
- 1M
- -5.68%
- YTD
- -1.36%
- 6M
- 1.09%
- 1Y
- 19.55%
- 3Y*
- 15.25%
- 5Y*
- 8.08%
- 10Y*
- 10.33%
FRAMX
- 1D
- 0.75%
- 1M
- -2.08%
- YTD
- 0.18%
- 6M
- 1.18%
- 1Y
- 7.30%
- 3Y*
- 5.92%
- 5Y*
- 2.18%
- 10Y*
- 3.73%
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JLKYX vs. FRAMX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
JLKYX vs. FRAMX — Risk / Return Rank
JLKYX
FRAMX
JLKYX vs. FRAMX - 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 Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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 | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.64 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.30 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.22 | -0.49 |
Martin ratioReturn relative to average drawdown | 8.09 | 8.81 | -0.72 |
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 | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.64 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.42 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.84 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.50 | +0.08 |
Correlation
The correlation between JLKYX and FRAMX is 0.77, 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. FRAMX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.66%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.66% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.88% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
JLKYX vs. FRAMX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for JLKYX and FRAMX.
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Drawdown Indicators
| JLKYX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -33.94% | +1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -3.45% | -8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -16.31% | -9.44% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -16.31% | -16.24% |
Current DrawdownCurrent decline from peak | -6.63% | -2.47% | -4.16% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -3.86% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.87% | +1.62% |
Volatility
JLKYX vs. FRAMX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.95% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that JLKYX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKYX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 2.14% | +3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 2.95% | +6.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 4.64% | +11.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.16% | 5.22% | +9.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 4.48% | +11.68% |