JVLIX vs. JLKUX
JVLIX (John Hancock Funds Disciplined Value Fund) and JLKUX (John Hancock Funds Multimanager 2055 Lifetime Portfolio) are both mutual funds - JVLIX is a Large Cap Value Equities fund managed by John Hancock, while JLKUX is a Target Retirement Date fund managed by John Hancock. Over the past 10 years, JVLIX returned 12.71%/yr vs 10.88%/yr for JLKUX. Their correlation of 0.86 suggests significant overlap in exposure. JVLIX charges 0.76%/yr vs 0.05%/yr for JLKUX.
Performance
JVLIX vs. JLKUX - Performance Comparison
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Returns By Period
In the year-to-date period, JVLIX achieves a 16.63% return, which is significantly higher than JLKUX's 13.44% return. Over the past 10 years, JVLIX has outperformed JLKUX with an annualized return of 12.71%, while JLKUX has yielded a comparatively lower 10.88% annualized return.
JVLIX
- 1D
- 1.02%
- 1M
- 6.70%
- YTD
- 16.63%
- 6M
- 17.45%
- 1Y
- 33.27%
- 3Y*
- 21.71%
- 5Y*
- 12.57%
- 10Y*
- 12.71%
JLKUX
- 1D
- 0.33%
- 1M
- 5.66%
- YTD
- 13.44%
- 6M
- 9.07%
- 1Y
- 22.54%
- 3Y*
- 17.56%
- 5Y*
- 8.03%
- 10Y*
- 10.88%
JVLIX vs. JLKUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVLIX John Hancock Funds Disciplined Value Fund | 16.63% | 17.48% | 15.59% | 13.91% | -4.45% | 29.92% | 1.59% | 22.70% | -9.75% | 17.97% |
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 13.44% | 12.97% | 15.52% | 18.68% | -19.64% | 15.82% | 20.34% | 24.86% | -8.96% | 18.41% |
Correlation
The correlation between JVLIX and JLKUX is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2014 | 0.86 |
The correlation between JVLIX and JLKUX shifts across timeframes, from 0.73 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JVLIX vs. JLKUX — Risk / Return Rank
JVLIX
JLKUX
JVLIX vs. JLKUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Fund (JVLIX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX). 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.
| JVLIX | JLKUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.35 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 4.31 | 2.65 | +1.66 |
| Martin ratioReturn relative to average drawdown | 18.35 | 10.34 | +8.02 |
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
| JVLIX | JLKUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.79 | 1.87 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.51 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.67 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.60 | -0.23 |
Drawdowns
JVLIX vs. JLKUX - Drawdown Comparison
The maximum JVLIX drawdown since its inception was -59.12%, which is greater than JLKUX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for JVLIX and JLKUX.
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Drawdown Indicators
| JVLIX | JLKUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.12% | -32.07% | -27.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -9.86% | +1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.48% | -16.88% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -20.48% | -28.12% | +7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -40.33% | -32.07% | -8.26% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.52% | -5.30% | -5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.39% | -0.53% |
Volatility
JVLIX vs. JLKUX - Volatility Comparison
John Hancock Funds Disciplined Value Fund (JVLIX) and John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) have volatilities of 3.87% and 3.86%, 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
| JVLIX | JLKUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 3.86% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 11.70% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 13.99% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 16.21% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 16.51% | +2.39% |
JVLIX vs. JLKUX - Expense Ratio Comparison
JVLIX has a 0.76% expense ratio, which is higher than JLKUX's 0.05% expense ratio.
Dividends
JVLIX vs. JLKUX - Dividend Comparison
JVLIX's dividend yield for the trailing twelve months is around 5.69%, more than JLKUX's 1.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKUX John Hancock Funds Multimanager 2055 Lifetime Portfolio | 1.65% | 1.87% | 3.23% | 3.28% | 15.00% | 9.92% | 4.36% | 8.74% | 11.46% | 3.34% | 4.83% | 2.95% |
JVLIX John Hancock Funds Disciplined Value Fund | 5.69% | 6.64% | 13.97% | 7.22% | 7.16% | 14.63% | 1.57% | 5.87% | 10.59% | 4.60% | 1.22% | 3.44% |
Frequently Asked Questions
JVLIX and JLKUX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JVLIX has higher volatility (3.87%) compared to JLKUX (3.86%). In terms of maximum drawdown, JVLIX dropped -59.12% vs JLKUX's -32.07%.
JVLIX currently has the higher Sharpe Ratio (2.79 vs 1.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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