JRTIX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JRTIX 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
JRTIX vs. JVMIX - Performance Comparison
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JRTIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRTIX John Hancock Funds Multi-Index 2030 Lifetime Portfolio | -0.15% | 14.83% | 9.55% | 13.58% | -17.14% | 13.76% | 14.04% | 21.96% | -6.87% | 4.78% |
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% | 11.22% |
Returns By Period
In the year-to-date period, JRTIX achieves a -0.15% return, which is significantly lower than JVMIX's 1.16% return.
JRTIX
- 1D
- 1.65%
- 1M
- -3.96%
- YTD
- -0.15%
- 6M
- 1.68%
- 1Y
- 13.54%
- 3Y*
- 10.80%
- 5Y*
- 5.32%
- 10Y*
- —
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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JRTIX vs. JVMIX - Expense Ratio Comparison
JRTIX has a 0.31% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JRTIX vs. JVMIX — Risk / Return Rank
JRTIX
JVMIX
JRTIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) 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.
| JRTIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.80 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.25 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.16 | +0.55 |
Martin ratioReturn relative to average drawdown | 8.14 | 4.73 | +3.40 |
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
| JRTIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.80 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.45 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.29 | +0.24 |
Correlation
The correlation between JRTIX and JVMIX 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
JRTIX vs. JVMIX - Dividend Comparison
JRTIX's dividend yield for the trailing twelve months is around 2.60%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRTIX John Hancock Funds Multi-Index 2030 Lifetime Portfolio | 2.60% | 2.59% | 2.43% | 2.47% | 7.47% | 5.97% | 4.79% | 7.59% | 9.73% | 0.00% | 0.00% | 0.00% |
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
JRTIX vs. JVMIX - Drawdown Comparison
The maximum JRTIX drawdown since its inception was -27.48%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JRTIX and JVMIX.
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Drawdown Indicators
| JRTIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.48% | -67.04% | +39.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.29% | -13.22% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -21.13% | -2.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.64% | — |
Current DrawdownCurrent decline from peak | -4.44% | -6.93% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -13.43% | +8.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 3.23% | -1.50% |
Volatility
JRTIX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) is 3.92%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.40%. This indicates that JRTIX 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
| JRTIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 4.40% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.09% | 9.77% | -3.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 18.11% | -7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.20% | 18.44% | -7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.10% | 20.31% | -7.21% |