JRLVX vs. LIRIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) and BlackRock LifePath Index Retirement Fund (LIRIX).
JRLVX is managed by John Hancock. It was launched on Nov 6, 2013. LIRIX is managed by BlackRock. It was launched on May 30, 2011.
Performance
JRLVX vs. LIRIX - Performance Comparison
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JRLVX vs. LIRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.92% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% | 25.03% | -8.29% | 17.40% |
LIRIX BlackRock LifePath Index Retirement Fund | 0.20% | 12.41% | 6.04% | 11.50% | -15.31% | 6.69% | 11.40% | 15.84% | -3.54% | 10.68% |
Returns By Period
In the year-to-date period, JRLVX achieves a -0.92% return, which is significantly lower than LIRIX's 0.20% return. Over the past 10 years, JRLVX has outperformed LIRIX with an annualized return of 10.19%, while LIRIX has yielded a comparatively lower 5.54% annualized return.
JRLVX
- 1D
- 2.59%
- 1M
- -5.31%
- YTD
- -0.92%
- 6M
- 1.47%
- 1Y
- 18.74%
- 3Y*
- 14.72%
- 5Y*
- 7.76%
- 10Y*
- 10.19%
LIRIX
- 1D
- 1.22%
- 1M
- -2.54%
- YTD
- 0.20%
- 6M
- 1.63%
- 1Y
- 10.55%
- 3Y*
- 8.36%
- 5Y*
- 3.53%
- 10Y*
- 5.54%
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JRLVX vs. LIRIX - Expense Ratio Comparison
JRLVX has a 0.01% expense ratio, which is lower than LIRIX's 0.11% 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
JRLVX vs. LIRIX — Risk / Return Rank
JRLVX
LIRIX
JRLVX vs. LIRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) and BlackRock LifePath Index Retirement Fund (LIRIX). 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.
| JRLVX | LIRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.54 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.22 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.12 | -0.40 |
Martin ratioReturn relative to average drawdown | 8.20 | 9.69 | -1.50 |
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
| JRLVX | LIRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.54 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.74 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.74 | -0.16 |
Correlation
The correlation between JRLVX and LIRIX is 0.89, 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
JRLVX vs. LIRIX - Dividend Comparison
JRLVX's dividend yield for the trailing twelve months is around 3.59%, less than LIRIX's 3.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.59% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
LIRIX BlackRock LifePath Index Retirement Fund | 3.83% | 3.83% | 2.02% | 2.62% | 2.69% | 2.68% | 1.93% | 2.43% | 2.44% | 2.22% | 2.47% | 2.92% |
Drawdowns
JRLVX vs. LIRIX - Drawdown Comparison
The maximum JRLVX drawdown since its inception was -32.53%, which is greater than LIRIX's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for JRLVX and LIRIX.
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Drawdown Indicators
| JRLVX | LIRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.53% | -20.49% | -12.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -5.27% | -5.96% |
Max Drawdown (5Y)Largest decline over 5 years | -25.64% | -20.49% | -5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.53% | -20.49% | -12.04% |
Current DrawdownCurrent decline from peak | -6.13% | -2.86% | -3.27% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -2.88% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 1.15% | +1.21% |
Volatility
JRLVX vs. LIRIX - Volatility Comparison
John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a higher volatility of 5.56% compared to BlackRock LifePath Index Retirement Fund (LIRIX) at 2.83%. This indicates that JRLVX's price experiences larger fluctuations and is considered to be riskier than LIRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRLVX | LIRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 2.83% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 4.17% | +4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 7.14% | +8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 7.80% | +6.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 7.47% | +8.49% |