JLKYX vs. TLXIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and TIAA-CREF Lifecycle Index 2045 Fund (TLXIX).
JLKYX is managed by John Hancock. It was launched on Mar 25, 2014. TLXIX is managed by TIAA Investments. It was launched on Sep 29, 2009.
Performance
JLKYX vs. TLXIX - Performance Comparison
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JLKYX vs. TLXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -0.42% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
TLXIX TIAA-CREF Lifecycle Index 2045 Fund | -0.75% | 20.13% | 14.63% | 20.06% | -17.26% | 16.63% | 17.02% | 25.84% | -6.96% | 18.87% |
Returns By Period
In the year-to-date period, JLKYX achieves a -0.42% return, which is significantly higher than TLXIX's -0.75% return. Both investments have delivered pretty close results over the past 10 years, with JLKYX having a 10.44% annualized return and TLXIX not far ahead at 10.82%.
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%
TLXIX
- 1D
- 0.91%
- 1M
- -2.70%
- YTD
- -0.75%
- 6M
- 1.39%
- 1Y
- 18.61%
- 3Y*
- 15.42%
- 5Y*
- 8.44%
- 10Y*
- 10.82%
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JLKYX vs. TLXIX - Expense Ratio Comparison
JLKYX has a 0.01% expense ratio, which is lower than TLXIX's 0.10% 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. TLXIX — Risk / Return Rank
JLKYX
TLXIX
JLKYX vs. TLXIX - 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 TIAA-CREF Lifecycle Index 2045 Fund (TLXIX). 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 | TLXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.32 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.91 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.90 | -0.07 |
Martin ratioReturn relative to average drawdown | 8.40 | 8.66 | -0.25 |
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 | TLXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.32 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.61 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.71 | -0.12 |
Correlation
The correlation between JLKYX and TLXIX is 0.99, 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. TLXIX - Dividend Comparison
JLKYX's dividend yield for the trailing twelve months is around 3.62%, more than TLXIX's 3.26% 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% |
TLXIX TIAA-CREF Lifecycle Index 2045 Fund | 3.26% | 3.24% | 2.33% | 2.07% | 2.49% | 2.51% | 1.77% | 2.25% | 2.69% | 0.16% | 2.59% | 2.47% |
Drawdowns
JLKYX vs. TLXIX - Drawdown Comparison
The maximum JLKYX drawdown since its inception was -32.55%, roughly equal to the maximum TLXIX drawdown of -31.08%. Use the drawdown chart below to compare losses from any high point for JLKYX and TLXIX.
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Drawdown Indicators
| JLKYX | TLXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -31.08% | -1.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.16% | -8.45% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.75% | -24.97% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.55% | -31.08% | -1.47% |
Current DrawdownCurrent decline from peak | -5.73% | -5.29% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -4.06% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.27% | +0.24% |
Volatility
JLKYX vs. TLXIX - Volatility Comparison
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a higher volatility of 5.80% compared to TIAA-CREF Lifecycle Index 2045 Fund (TLXIX) at 5.26%. This indicates that JLKYX's price experiences larger fluctuations and is considered to be riskier than TLXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLKYX | TLXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 5.26% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 8.56% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 14.69% | +1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 13.90% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 15.11% | +1.05% |