LIPIX vs. JLKYX

Last updated Apr 1, 2026

Compare and contrast key facts about BlackRock LifePath Index 2050 Fund Institutional (LIPIX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX).

LIPIX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2050 Custom Benchmark (USD). It was launched on May 31, 2011. JLKYX is managed by John Hancock. It was launched on Mar 25, 2014.

Performance

LIPIX vs. JLKYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath Index 2050 Fund Institutional (LIPIX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX). The values are adjusted to include any dividend payments, if applicable.

LIPIX vs. JLKYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
LIPIX BlackRock LifePath Index 2050 Fund Institutional	-4.03%	20.70%	15.61%	21.25%	-18.33%	18.68%	14.23%	26.72%	-7.86%	21.38%
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio	-4.04%	20.04%	15.41%	18.53%	-18.04%	18.38%	16.13%	25.07%	-8.32%	17.29%

Returns By Period

The year-to-date returns for both stocks are quite close, with LIPIX having a -4.03% return and JLKYX slightly lower at -4.04%. Both investments have delivered pretty close results over the past 10 years, with LIPIX having a 10.47% annualized return and JLKYX not far behind at 10.03%.

LIPIX

• 1D: -0.19%
• 1M: -8.55%
• YTD: -4.03%
• 6M: -1.29%
• 1Y: 16.95%
• 3Y*: 14.97%
• 5Y*: 8.37%
• 10Y*: 10.47%

JLKYX

• 1D: -0.31%
• 1M: -8.64%
• YTD: -4.04%
• 6M: -1.30%
• 1Y: 16.72%
• 3Y*: 14.20%
• 5Y*: 7.74%
• 10Y*: 10.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LIPIX vs. JLKYX - Expense Ratio Comparison

LIPIX has a 0.14% expense ratio, which is higher than JLKYX'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%.

LIPIX

BlackRock LifePath Index 2050 Fund Institutional

JLKYX

John Hancock Funds Multi-Index 2055 Lifetime Portfolio

Return for Risk

LIPIX vs. JLKYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LIPIX

LIPIX Risk / Return Rank: 60
LIPIX Sharpe Ratio Rank: 57
LIPIX Sortino Ratio Rank: 60
LIPIX Omega Ratio Rank: 61
LIPIX Calmar Ratio Rank: 55
LIPIX Martin Ratio Rank: 66

JLKYX

JLKYX Risk / Return Rank: 58
JLKYX Sharpe Ratio Rank: 57
JLKYX Sortino Ratio Rank: 58
JLKYX Omega Ratio Rank: 59
JLKYX Calmar Ratio Rank: 54
JLKYX Martin Ratio Rank: 64

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LIPIX vs. JLKYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2050 Fund Institutional (LIPIX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX). 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.

	LIPIX	JLKYX	Difference
Sharpe ratio Return per unit of total volatility	1.06	1.05	+0.01
Sortino ratio Return per unit of downside risk	1.57	1.54	+0.03
Omega ratio Gain probability vs. loss probability	1.23	1.23	+0.01
Calmar ratio Return relative to maximum drawdown	1.32	1.30	+0.03
Martin ratio Return relative to average drawdown	6.30	6.13	+0.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LIPIX vs. JLKYX - Sharpe Ratio Comparison

The current LIPIX Sharpe Ratio is 1.06, which is comparable to the JLKYX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of LIPIX and JLKYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LIPIX	JLKYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.06	1.05	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	0.51	+0.03
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.64	0.62	+0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.57	0.00

Correlation

The correlation between LIPIX and JLKYX is 0.99, 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

LIPIX vs. JLKYX - Dividend Comparison

LIPIX's dividend yield for the trailing twelve months is around 2.89%, less than JLKYX's 3.76% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LIPIX BlackRock LifePath Index 2050 Fund Institutional	2.89%	2.77%	2.45%	2.10%	2.03%	2.15%	1.08%	3.29%	2.37%	2.31%	1.57%	3.12%
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio	3.76%	3.61%	1.77%	2.16%	8.08%	5.71%	3.88%	8.54%	10.69%	4.33%	3.23%	1.75%

Drawdowns

LIPIX vs. JLKYX - Drawdown Comparison

The maximum LIPIX drawdown since its inception was -34.29%, which is greater than JLKYX's maximum drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for LIPIX and JLKYX.

Drawdown Indicators

	LIPIX	JLKYX	Difference
Max Drawdown Largest peak-to-trough decline	-34.29%	-32.55%	-1.74%
Max Drawdown (1Y) Largest decline over 1 year	-11.53%	-11.59%	+0.06%
Max Drawdown (5Y) Largest decline over 5 years	-26.39%	-25.75%	-0.64%
Max Drawdown (10Y) Largest decline over 10 years	-34.29%	-32.55%	-1.74%
Current Drawdown Current decline from peak	-9.09%	-9.16%	+0.07%
Average Drawdown Average peak-to-trough decline	-4.51%	-4.71%	+0.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.42%	2.45%	-0.03%

Volatility

LIPIX vs. JLKYX - Volatility Comparison

BlackRock LifePath Index 2050 Fund Institutional (LIPIX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) have volatilities of 5.05% and 5.03%, 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.

Volatility by Period

	LIPIX	JLKYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.05%	5.03%	+0.02%
Volatility (6M) Calculated over the trailing 6-month period	8.88%	9.09%	-0.21%
Volatility (1Y) Calculated over the trailing 1-year period	16.18%	16.20%	-0.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.38%	15.11%	+0.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.44%	16.14%	+0.30%