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JRLLX vs. JAAAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JRLLX vs. JAAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) and John Hancock Funds Alternative Asset Allocation Fund (JAAAX). The values are adjusted to include any dividend payments, if applicable.

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JRLLX vs. JAAAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JRLLX
John Hancock Funds Multi-Index 2015 Lifetime Portfolio
-0.73%11.58%6.79%10.68%-12.86%8.33%9.82%17.10%-3.86%7.77%
JAAAX
John Hancock Funds Alternative Asset Allocation Fund
2.10%6.18%6.59%5.85%-3.12%4.77%4.36%8.95%-4.09%6.10%

Returns By Period

In the year-to-date period, JRLLX achieves a -0.73% return, which is significantly lower than JAAAX's 2.10% return. Over the past 10 years, JRLLX has outperformed JAAAX with an annualized return of 5.71%, while JAAAX has yielded a comparatively lower 4.00% annualized return.


JRLLX

1D
0.09%
1M
-4.12%
YTD
-0.73%
6M
1.02%
1Y
8.86%
3Y*
8.02%
5Y*
4.16%
10Y*
5.71%

JAAAX

1D
-0.06%
1M
-2.02%
YTD
2.10%
6M
3.22%
1Y
7.80%
3Y*
6.27%
5Y*
4.12%
10Y*
4.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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JRLLX vs. JAAAX - Expense Ratio Comparison

JRLLX has a 0.17% expense ratio, which is lower than JAAAX's 0.72% expense ratio.


Return for Risk

JRLLX vs. JAAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JRLLX
JRLLX Risk / Return Rank: 7373
Overall Rank
JRLLX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
JRLLX Sortino Ratio Rank: 7575
Sortino Ratio Rank
JRLLX Omega Ratio Rank: 7575
Omega Ratio Rank
JRLLX Calmar Ratio Rank: 6666
Calmar Ratio Rank
JRLLX Martin Ratio Rank: 7676
Martin Ratio Rank

JAAAX
JAAAX Risk / Return Rank: 8383
Overall Rank
JAAAX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
JAAAX Sortino Ratio Rank: 8686
Sortino Ratio Rank
JAAAX Omega Ratio Rank: 8888
Omega Ratio Rank
JAAAX Calmar Ratio Rank: 7373
Calmar Ratio Rank
JAAAX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JRLLX vs. JAAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) and John Hancock Funds Alternative Asset Allocation Fund (JAAAX). 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.


JRLLXJAAAXDifference

Sharpe ratio

Return per unit of total volatility

1.36

1.68

-0.32

Sortino ratio

Return per unit of downside risk

1.90

2.25

-0.35

Omega ratio

Gain probability vs. loss probability

1.29

1.37

-0.08

Calmar ratio

Return relative to maximum drawdown

1.57

1.67

-0.11

Martin ratio

Return relative to average drawdown

7.36

8.43

-1.07

JRLLX vs. JAAAX - Sharpe Ratio Comparison

The current JRLLX Sharpe Ratio is 1.36, which is comparable to the JAAAX Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of JRLLX and JAAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


JRLLXJAAAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

1.68

-0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

0.98

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.92

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.84

-0.20

Correlation

The correlation between JRLLX and JAAAX is 0.85, 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

JRLLX vs. JAAAX - Dividend Comparison

JRLLX's dividend yield for the trailing twelve months is around 3.93%, more than JAAAX's 1.50% yield.


TTM20252024202320222021202020192018201720162015
JRLLX
John Hancock Funds Multi-Index 2015 Lifetime Portfolio
3.93%3.90%3.46%3.22%5.01%6.68%6.00%6.84%7.78%3.20%3.78%2.17%
JAAAX
John Hancock Funds Alternative Asset Allocation Fund
1.50%1.53%1.17%1.71%3.02%1.72%0.74%3.38%1.99%1.23%0.77%2.78%

Drawdowns

JRLLX vs. JAAAX - Drawdown Comparison

The maximum JRLLX drawdown since its inception was -21.29%, which is greater than JAAAX's maximum drawdown of -15.72%. Use the drawdown chart below to compare losses from any high point for JRLLX and JAAAX.


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Drawdown Indicators


JRLLXJAAAXDifference

Max Drawdown

Largest peak-to-trough decline

-21.29%

-15.72%

-5.57%

Max Drawdown (1Y)

Largest decline over 1 year

-5.53%

-4.43%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-18.52%

-6.28%

-12.24%

Max Drawdown (10Y)

Largest decline over 10 years

-21.29%

-12.64%

-8.65%

Current Drawdown

Current decline from peak

-4.12%

-2.02%

-2.10%

Average Drawdown

Average peak-to-trough decline

-2.97%

-2.06%

-0.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.18%

0.88%

+0.30%

Volatility

JRLLX vs. JAAAX - Volatility Comparison

John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) has a higher volatility of 2.40% compared to John Hancock Funds Alternative Asset Allocation Fund (JAAAX) at 1.04%. This indicates that JRLLX's price experiences larger fluctuations and is considered to be riskier than JAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JRLLXJAAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.40%

1.04%

+1.36%

Volatility (6M)

Calculated over the trailing 6-month period

3.78%

2.72%

+1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

6.72%

4.72%

+2.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.84%

4.21%

+3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.61%

4.37%

+4.24%