JLKYX vs. PLTZX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and Principal LifeTime 2060 Fund (PLTZX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. PLTZX is managed by Principal. It was launched on Feb 28, 2013.
Performance
JLKYX vs. PLTZX - Performance Comparison
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JLKYX vs. PLTZX - 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% |
PLTZX Principal LifeTime 2060 Fund | -5.21% | 17.76% | 16.89% | 20.36% | -18.81% | 18.12% | 16.60% | 27.54% | -9.24% | 22.68% |
Returns By Period
In the year-to-date period, JLKYX achieves a -4.04% return, which is significantly higher than PLTZX's -5.21% return. Both investments have delivered pretty close results over the past 10 years, with JLKYX having a 10.03% annualized return and PLTZX not far ahead at 10.23%.
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%
PLTZX
- 1D
- -0.28%
- 1M
- -8.28%
- YTD
- -5.21%
- 6M
- -2.98%
- 1Y
- 12.54%
- 3Y*
- 13.98%
- 5Y*
- 7.39%
- 10Y*
- 10.23%
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JLKYX vs. PLTZX - Expense Ratio Comparison
Both JLKYX and PLTZX have an expense ratio of 0.01%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
JLKYX vs. PLTZX — Risk / Return Rank
JLKYX
PLTZX
JLKYX vs. PLTZX - 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 2060 Fund (PLTZX). 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 | PLTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.81 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.24 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.94 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.13 | 4.59 | +1.55 |
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 | PLTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.81 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.48 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.64 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.63 | -0.07 |
Correlation
The correlation between JLKYX and PLTZX 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. PLTZX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.76%, less than PLTZX's 8.79% 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% |
PLTZX Principal LifeTime 2060 Fund | 8.79% | 8.33% | 7.85% | 4.12% | 8.44% | 5.29% | 3.60% | 5.86% | 5.75% | 2.73% | 3.48% | 3.29% |
Drawdowns
JLKYX vs. PLTZX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, roughly equal to the maximum PLTZX drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for JLKYX and PLTZX.
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Drawdown Indicators
| JLKYX | PLTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -34.01% | +1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -11.51% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -26.79% | +1.04% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -34.01% | +1.46% |
Current DrawdownCurrent decline from peak | -9.16% | -8.70% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -4.67% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.35% | +0.10% |
Volatility
JLKYX vs. PLTZX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and Principal LifeTime 2060 Fund (PLTZX) have volatilities of 5.03% and 4.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKYX | PLTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.98% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 8.88% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 15.74% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 15.38% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 15.93% | +0.21% |