JPSRX vs. JRLVX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
JPSRX is managed by JPMorgan. It was launched on Jul 1, 2012. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
JPSRX vs. JRLVX - Performance Comparison
Loading graphics...
JPSRX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPSRX JPMorgan SmartRetirement Blend 2035 Fund | -2.93% | 17.08% | 8.86% | 19.87% | -16.92% | 22.01% | 12.34% | 22.49% | -7.64% | 18.64% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -3.42% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% | 25.03% | -8.29% | 17.40% |
Returns By Period
In the year-to-date period, JPSRX achieves a -2.93% return, which is significantly higher than JRLVX's -3.42% return. Over the past 10 years, JPSRX has underperformed JRLVX with an annualized return of 9.26%, while JRLVX has yielded a comparatively higher 9.91% annualized return.
JPSRX
- 1D
- -0.09%
- 1M
- -6.75%
- YTD
- -2.93%
- 6M
- -0.43%
- 1Y
- 13.46%
- 3Y*
- 11.88%
- 5Y*
- 7.69%
- 10Y*
- 9.26%
JRLVX
- 1D
- -0.25%
- 1M
- -8.07%
- YTD
- -3.42%
- 6M
- -0.73%
- 1Y
- 16.15%
- 3Y*
- 13.74%
- 5Y*
- 7.47%
- 10Y*
- 9.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JPSRX vs. JRLVX - Expense Ratio Comparison
JPSRX has a 0.29% expense ratio, which is higher than JRLVX's 0.01% expense ratio.
Return for Risk
JPSRX vs. JRLVX — Risk / Return Rank
JPSRX
JRLVX
JPSRX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX). 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.
| JPSRX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.07 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.57 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.30 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.51 | 6.28 | +0.23 |
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
| JPSRX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.07 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.51 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.62 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.57 | +0.12 |
Correlation
The correlation between JPSRX and JRLVX 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
JPSRX vs. JRLVX - Dividend Comparison
JPSRX's dividend yield for the trailing twelve months is around 2.95%, less than JRLVX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPSRX JPMorgan SmartRetirement Blend 2035 Fund | 2.95% | 2.86% | 2.55% | 2.30% | 1.78% | 12.06% | 1.55% | 2.94% | 5.74% | 1.95% | 2.05% | 2.05% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.68% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
JPSRX vs. JRLVX - Drawdown Comparison
The maximum JPSRX drawdown since its inception was -28.44%, smaller than the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for JPSRX and JRLVX.
Loading graphics...
Drawdown Indicators
| JPSRX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.44% | -32.53% | +4.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.88% | -11.23% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -23.46% | -25.64% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -28.44% | -32.53% | +4.09% |
Current DrawdownCurrent decline from peak | -7.13% | -8.50% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -4.61% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.33% | -0.43% |
Volatility
JPSRX vs. JRLVX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) is 3.91%, while John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a volatility of 4.70%. This indicates that JPSRX experiences smaller price fluctuations and is considered to be less risky than JRLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JPSRX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.91% | 4.70% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 8.47% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 15.32% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 14.69% | -2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.08% | 15.94% | -2.86% |