JRLLX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JRLLX is managed by John Hancock. It was launched on Nov 6, 2013. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JRLLX vs. JVMIX - Performance Comparison
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JRLLX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRLLX John Hancock Funds Multi-Index 2015 Lifetime Portfolio | 0.36% | 11.58% | 6.79% | 10.68% | -12.86% | 8.33% | 9.82% | 17.10% | -3.86% | 7.77% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, JRLLX achieves a 0.36% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JRLLX has underperformed JVMIX with an annualized return of 5.83%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
JRLLX
- 1D
- 1.10%
- 1M
- -2.64%
- YTD
- 0.36%
- 6M
- 1.86%
- 1Y
- 9.74%
- 3Y*
- 8.41%
- 5Y*
- 4.24%
- 10Y*
- 5.83%
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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JRLLX vs. JVMIX - Expense Ratio Comparison
JRLLX has a 0.17% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JRLLX vs. JVMIX — Risk / Return Rank
JRLLX
JVMIX
JRLLX vs. JVMIX - 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 Disciplined Value Mid Cap Fund Class I (JVMIX). 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.
| JRLLX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 0.80 | +0.68 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.25 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.17 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.16 | +0.70 |
Martin ratioReturn relative to average drawdown | 8.62 | 4.73 | +3.88 |
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
| JRLLX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.80 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.45 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.50 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.29 | +0.35 |
Correlation
The correlation between JRLLX and JVMIX is 0.82, 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. JVMIX - Dividend Comparison
JRLLX's dividend yield for the trailing twelve months is around 3.88%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRLLX John Hancock Funds Multi-Index 2015 Lifetime Portfolio | 3.88% | 3.90% | 3.46% | 3.22% | 5.01% | 6.68% | 6.00% | 6.84% | 7.78% | 3.20% | 3.78% | 2.17% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
JRLLX vs. JVMIX - Drawdown Comparison
The maximum JRLLX drawdown since its inception was -21.29%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JRLLX and JVMIX.
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Drawdown Indicators
| JRLLX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.29% | -67.04% | +45.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.53% | -13.22% | +7.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -21.13% | +2.61% |
Max Drawdown (10Y)Largest decline over 10 years | -21.29% | -42.64% | +21.35% |
Current DrawdownCurrent decline from peak | -3.07% | -6.93% | +3.86% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -13.43% | +10.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 3.23% | -2.04% |
Volatility
JRLLX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) is 2.71%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.40%. This indicates that JRLLX experiences smaller price fluctuations and is considered to be less risky than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRLLX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 4.40% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 3.93% | 9.77% | -5.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.79% | 18.11% | -11.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.86% | 18.44% | -10.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.61% | 20.31% | -11.70% |