JLKYX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JLKYX 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
JLKYX vs. JVMIX - Performance Comparison
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JLKYX vs. JVMIX - 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.57% | 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, JLKYX achieves a -1.36% return, which is significantly lower than JVMIX's 1.57% return. Both investments have delivered pretty close results over the past 10 years, with JLKYX having a 10.33% annualized return and JVMIX not far behind at 10.16%.
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%
JVMIX
- 1D
- 0.40%
- 1M
- -5.23%
- YTD
- 1.57%
- 6M
- 0.83%
- 1Y
- 13.11%
- 3Y*
- 12.83%
- 5Y*
- 8.32%
- 10Y*
- 10.16%
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JLKYX vs. JVMIX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JLKYX vs. JVMIX — Risk / Return Rank
JLKYX
JVMIX
JLKYX vs. JVMIX - 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 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.
| JLKYX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.80 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.25 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.13 | +0.61 |
Martin ratioReturn relative to average drawdown | 8.09 | 4.59 | +3.50 |
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 | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.80 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.45 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.30 | +0.29 |
Correlation
The correlation between JLKYX and JVMIX is 0.88, 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. JVMIX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.66%, less than JVMIX's 9.10% 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% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.10% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JLKYX vs. JVMIX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JLKYX and JVMIX.
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Drawdown Indicators
| JLKYX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -67.04% | +34.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -8.57% | -3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -21.13% | -4.62% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -42.64% | +10.09% |
Current DrawdownCurrent decline from peak | -6.63% | -6.56% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -13.43% | +8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.25% | -0.76% |
Volatility
JLKYX vs. JVMIX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.95% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.37%. This indicates that JLKYX'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
| JLKYX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 4.37% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.49% | 9.77% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 18.10% | -1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.16% | 18.44% | -3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 20.31% | -4.15% |