JLKYX vs. FRKMX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
JLKYX vs. FRKMX - Performance Comparison
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JLKYX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -0.42% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 8.71% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.35% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, JLKYX achieves a -0.42% return, which is significantly lower than FRKMX's 0.35% 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%
FRKMX
- 1D
- 0.09%
- 1M
- -1.34%
- YTD
- 0.35%
- 6M
- 1.32%
- 1Y
- 7.70%
- 3Y*
- 6.32%
- 5Y*
- 2.55%
- 10Y*
- —
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JLKYX vs. FRKMX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Return for Risk
JLKYX vs. FRKMX — Risk / Return Rank
JLKYX
FRKMX
JLKYX vs. FRKMX - 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 Managed Retirement Income Fund Class K (FRKMX). 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 | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.68 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.36 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.36 | -0.53 |
Martin ratioReturn relative to average drawdown | 8.40 | 9.22 | -0.82 |
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 | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.68 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.49 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.71 | -0.13 |
Correlation
The correlation between JLKYX and FRKMX is 0.71, 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. FRKMX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.62%, more than FRKMX's 3.24% 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% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.24% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JLKYX vs. FRKMX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for JLKYX and FRKMX.
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Drawdown Indicators
| JLKYX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -16.04% | -16.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.16% | -3.42% | -5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -16.04% | -9.71% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | — | — |
Current DrawdownCurrent decline from peak | -5.73% | -2.36% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -3.64% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 0.87% | +1.64% |
Volatility
JLKYX vs. FRKMX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.80% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.07%. This indicates that JLKYX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKYX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 2.07% | +3.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 2.95% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 4.63% | +11.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 5.23% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 5.14% | +11.02% |