JLKYX vs. PLTQX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and Principal LifeTime Hybrid 2040 Fund (PLTQX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. PLTQX is managed by Principal. It was launched on Sep 29, 2014.
Performance
JLKYX vs. PLTQX - Performance Comparison
Loading graphics...
JLKYX vs. PLTQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -4.04% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
PLTQX Principal LifeTime Hybrid 2040 Fund | -3.64% | 17.25% | 14.58% | 18.16% | -17.90% | 17.09% | 15.41% | 23.86% | -8.61% | 19.16% |
Returns By Period
In the year-to-date period, JLKYX achieves a -4.04% return, which is significantly lower than PLTQX's -3.64% return. Over the past 10 years, JLKYX has outperformed PLTQX with an annualized return of 10.03%, while PLTQX has yielded a comparatively lower 9.37% annualized return.
JLKYX
- 1D
- -0.31%
- 1M
- -8.64%
- YTD
- -4.04%
- 6M
- -1.30%
- 1Y
- 16.72%
- 3Y*
- 14.20%
- 5Y*
- 7.74%
- 10Y*
- 10.03%
PLTQX
- 1D
- -0.19%
- 1M
- -6.97%
- YTD
- -3.64%
- 6M
- -1.14%
- 1Y
- 13.91%
- 3Y*
- 12.97%
- 5Y*
- 6.99%
- 10Y*
- 9.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLKYX vs. PLTQX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than PLTQX's 0.05% expense ratio. Despite the difference, 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
JLKYX vs. PLTQX — Risk / Return Rank
JLKYX
PLTQX
JLKYX vs. PLTQX - 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 Principal LifeTime Hybrid 2040 Fund (PLTQX). 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 | PLTQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 1.06 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.58 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.25 | +0.04 |
Martin ratioReturn relative to average drawdown | 6.13 | 6.25 | -0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JLKYX | PLTQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 1.06 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.68 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.06 |
Correlation
The correlation between JLKYX and PLTQX is 0.98, 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. PLTQX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.76%, less than PLTQX's 4.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.76% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
PLTQX Principal LifeTime Hybrid 2040 Fund | 4.67% | 4.50% | 4.19% | 3.14% | 8.95% | 5.00% | 3.85% | 3.84% | 4.47% | 2.37% | 2.34% | 1.65% |
Drawdowns
JLKYX vs. PLTQX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, which is greater than PLTQX's maximum drawdown of -29.05%. Use the drawdown chart below to compare losses from any high point for JLKYX and PLTQX.
Loading graphics...
Drawdown Indicators
| JLKYX | PLTQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -29.05% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -10.05% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.18% | -1.57% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -29.05% | -3.50% |
Current DrawdownCurrent decline from peak | -9.16% | -7.29% | -1.87% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -4.46% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.02% | +0.43% |
Volatility
JLKYX vs. PLTQX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.03% compared to Principal LifeTime Hybrid 2040 Fund (PLTQX) at 4.22%. This indicates that JLKYX's price experiences larger fluctuations and is considered to be riskier than PLTQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JLKYX | PLTQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.22% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 7.48% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 13.33% | +2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 13.32% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 13.75% | +2.39% |