JRTIX vs. PMTIX
Compare and contrast key facts about John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) and Principal LifeTime 2030 Fund (PMTIX).
JRTIX is managed by John Hancock. It was launched on Nov 6, 2013. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
JRTIX vs. PMTIX - Performance Comparison
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JRTIX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRTIX John Hancock Funds Multi-Index 2030 Lifetime Portfolio | -1.77% | 14.83% | 9.55% | 13.58% | -17.14% | 13.76% | 14.04% | 21.96% | -6.87% | 4.78% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 13.01% |
Returns By Period
In the year-to-date period, JRTIX achieves a -1.77% return, which is significantly higher than PMTIX's -3.15% return.
JRTIX
- 1D
- 0.00%
- 1M
- -5.92%
- YTD
- -1.77%
- 6M
- 0.33%
- 1Y
- 12.07%
- 3Y*
- 10.20%
- 5Y*
- 5.20%
- 10Y*
- —
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
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JRTIX vs. PMTIX - Expense Ratio Comparison
JRTIX has a 0.31% expense ratio, which is higher than PMTIX's 0.01% expense ratio.
Return for Risk
JRTIX vs. PMTIX — Risk / Return Rank
JRTIX
PMTIX
JRTIX vs. PMTIX - 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 Principal LifeTime 2030 Fund (PMTIX). 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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.95 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.41 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.12 | +0.24 |
Martin ratioReturn relative to average drawdown | 6.63 | 5.30 | +1.33 |
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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.95 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.51 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between JRTIX and PMTIX is 0.97, 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. PMTIX - Dividend Comparison
JRTIX's dividend yield for the trailing twelve months is around 2.64%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRTIX John Hancock Funds Multi-Index 2030 Lifetime Portfolio | 2.64% | 2.59% | 2.43% | 2.47% | 7.47% | 5.97% | 4.79% | 7.59% | 9.73% | 0.00% | 0.00% | 0.00% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
JRTIX vs. PMTIX - Drawdown Comparison
The maximum JRTIX drawdown since its inception was -27.48%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for JRTIX and PMTIX.
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Drawdown Indicators
| JRTIX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.48% | -52.14% | +24.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.29% | -7.49% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -23.05% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.87% | — |
Current DrawdownCurrent decline from peak | -5.99% | -5.85% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -5.04% | -6.83% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.59% | +0.12% |
Volatility
JRTIX vs. PMTIX - Volatility Comparison
John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) and Principal LifeTime 2030 Fund (PMTIX) have volatilities of 3.42% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRTIX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.33% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 5.87% | 5.61% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 9.78% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 10.53% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.09% | 11.19% | +1.90% |