JRLVX vs. LPWRX
Compare and contrast key facts about John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) and BlackRock LifePath Dynamic 2065 Fund (LPWRX).
JRLVX is managed by John Hancock. It was launched on Nov 6, 2013. LPWRX is managed by BlackRock. It was launched on Oct 29, 2019.
Performance
JRLVX vs. LPWRX - Performance Comparison
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JRLVX vs. LPWRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.92% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% | 5.26% |
LPWRX BlackRock LifePath Dynamic 2065 Fund | -1.12% | 20.43% | 8.99% | 22.14% | -18.94% | 17.84% | 13.47% | 5.28% |
Returns By Period
In the year-to-date period, JRLVX achieves a -0.92% return, which is significantly higher than LPWRX's -1.12% 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%
LPWRX
- 1D
- 3.50%
- 1M
- -5.69%
- YTD
- -1.12%
- 6M
- 0.85%
- 1Y
- 20.39%
- 3Y*
- 13.94%
- 5Y*
- 7.24%
- 10Y*
- —
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JRLVX vs. LPWRX - Expense Ratio Comparison
JRLVX has a 0.01% expense ratio, which is lower than LPWRX's 0.93% expense ratio.
Return for Risk
JRLVX vs. LPWRX — Risk / Return Rank
JRLVX
LPWRX
JRLVX vs. LPWRX - 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 Dynamic 2065 Fund (LPWRX). 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 | LPWRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.10 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.64 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.24 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.71 | +0.01 |
Martin ratioReturn relative to average drawdown | 8.20 | 7.82 | +0.38 |
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 | LPWRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.10 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.43 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.52 | +0.07 |
Correlation
The correlation between JRLVX and LPWRX is 0.96, 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. LPWRX - Dividend Comparison
JRLVX's dividend yield for the trailing twelve months is around 3.59%, more than LPWRX's 2.29% 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% |
LPWRX BlackRock LifePath Dynamic 2065 Fund | 2.29% | 2.26% | 1.00% | 2.07% | 2.35% | 9.34% | 1.00% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JRLVX vs. LPWRX - Drawdown Comparison
The maximum JRLVX drawdown since its inception was -32.53%, roughly equal to the maximum LPWRX drawdown of -33.27%. Use the drawdown chart below to compare losses from any high point for JRLVX and LPWRX.
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Drawdown Indicators
| JRLVX | LPWRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.53% | -33.27% | +0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -12.27% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -25.64% | -27.28% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -32.53% | — | — |
Current DrawdownCurrent decline from peak | -6.13% | -6.92% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -4.61% | -6.58% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.68% | -0.32% |
Volatility
JRLVX vs. LPWRX - Volatility Comparison
The current volatility for John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) is 5.56%, while BlackRock LifePath Dynamic 2065 Fund (LPWRX) has a volatility of 7.33%. This indicates that JRLVX experiences smaller price fluctuations and is considered to be less risky than LPWRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRLVX | LPWRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 7.33% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 11.29% | -2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.49% | 18.93% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.74% | 16.87% | -2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 18.67% | -2.71% |