LINKX vs. JRLVX
Compare and contrast key facts about BlackRock LifePath Index 2030 Fund (LINKX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
LINKX is managed by BlackRock. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
LINKX vs. JRLVX - Performance Comparison
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LINKX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | -0.16% | 14.19% | 6.31% | 14.58% | -16.42% | 11.27% | 12.22% | 21.09% | -5.56% | 16.36% |
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% |
Returns By Period
In the year-to-date period, LINKX achieves a -0.16% return, which is significantly higher than JRLVX's -0.92% return. Over the past 10 years, LINKX has underperformed JRLVX with an annualized return of 7.36%, while JRLVX has yielded a comparatively higher 10.19% annualized return.
LINKX
- 1D
- 1.51%
- 1M
- -3.19%
- YTD
- -0.16%
- 6M
- 1.40%
- 1Y
- 12.49%
- 3Y*
- 9.59%
- 5Y*
- 4.56%
- 10Y*
- 7.36%
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%
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LINKX vs. JRLVX - Expense Ratio Comparison
LINKX has a 0.09% expense ratio, which is higher than JRLVX's 0.01% expense ratio. However, 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
LINKX vs. JRLVX — Risk / Return Rank
LINKX
JRLVX
LINKX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2030 Fund (LINKX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX). 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.
| LINKX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.24 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.80 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.27 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.72 | +0.21 |
Martin ratioReturn relative to average drawdown | 8.99 | 8.20 | +0.80 |
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
| LINKX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.24 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.53 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.64 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.59 | +0.03 |
Correlation
The correlation between LINKX and JRLVX 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
LINKX vs. JRLVX - Dividend Comparison
LINKX's dividend yield for the trailing twelve months is around 3.32%, less than JRLVX's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LINKX BlackRock LifePath Index 2030 Fund | 3.32% | 3.32% | 0.02% | 2.53% | 2.58% | 2.52% | 1.27% | 3.26% | 2.44% | 2.33% | 2.41% | 3.08% |
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% |
Drawdowns
LINKX vs. JRLVX - Drawdown Comparison
The maximum LINKX drawdown since its inception was -24.19%, smaller than the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for LINKX and JRLVX.
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Drawdown Indicators
| LINKX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -32.53% | +8.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -11.23% | +4.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.68% | -25.64% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -24.19% | -32.53% | +8.34% |
Current DrawdownCurrent decline from peak | -3.73% | -6.13% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -4.61% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 2.36% | -0.90% |
Volatility
LINKX vs. JRLVX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2030 Fund (LINKX) is 3.41%, while John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a volatility of 5.56%. This indicates that LINKX experiences smaller price fluctuations and is considered to be less risky than JRLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINKX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 5.56% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 5.13% | 8.84% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 15.49% | -6.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.97% | 14.74% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 15.96% | -5.09% |