LPVIX vs. JRLVX
Compare and contrast key facts about BlackRock LifePath Dynamic 2055 Fund (LPVIX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
LPVIX is managed by BlackRock. It was launched on Jun 29, 2010. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
LPVIX vs. JRLVX - Performance Comparison
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LPVIX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | -4.20% | 20.90% | 8.18% | 22.40% | -18.77% | 17.88% | 14.44% | 26.49% | -8.37% | 21.95% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -3.42% | 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, LPVIX achieves a -4.20% return, which is significantly lower than JRLVX's -3.42% return. Both investments have delivered pretty close results over the past 10 years, with LPVIX having a 9.83% annualized return and JRLVX not far ahead at 9.91%.
LPVIX
- 1D
- -0.28%
- 1M
- -9.29%
- YTD
- -4.20%
- 6M
- -1.81%
- 1Y
- 17.11%
- 3Y*
- 12.68%
- 5Y*
- 6.84%
- 10Y*
- 9.83%
JRLVX
- 1D
- -0.25%
- 1M
- -8.07%
- YTD
- -3.42%
- 6M
- -0.73%
- 1Y
- 16.15%
- 3Y*
- 13.74%
- 5Y*
- 7.47%
- 10Y*
- 9.91%
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LPVIX vs. JRLVX - Expense Ratio Comparison
LPVIX has a 0.50% expense ratio, which is higher than JRLVX's 0.01% expense ratio.
Return for Risk
LPVIX vs. JRLVX — Risk / Return Rank
LPVIX
JRLVX
LPVIX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2055 Fund (LPVIX) 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.
| LPVIX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.07 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.57 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.30 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.81 | 6.28 | -0.47 |
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
| LPVIX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.07 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.62 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.05 |
Correlation
The correlation between LPVIX and JRLVX is 0.95, 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
LPVIX vs. JRLVX - Dividend Comparison
LPVIX's dividend yield for the trailing twelve months is around 5.63%, more than JRLVX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPVIX BlackRock LifePath Dynamic 2055 Fund | 5.63% | 5.39% | 0.72% | 2.99% | 2.53% | 11.79% | 1.19% | 4.83% | 10.40% | 9.61% | 1.93% | 3.84% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.68% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
LPVIX vs. JRLVX - Drawdown Comparison
The maximum LPVIX drawdown since its inception was -34.31%, which is greater than JRLVX's maximum drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for LPVIX and JRLVX.
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Drawdown Indicators
| LPVIX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.31% | -32.53% | -1.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -11.23% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.01% | -25.64% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -34.31% | -32.53% | -1.78% |
Current DrawdownCurrent decline from peak | -9.91% | -8.50% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -4.76% | -4.61% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.33% | +0.29% |
Volatility
LPVIX vs. JRLVX - Volatility Comparison
BlackRock LifePath Dynamic 2055 Fund (LPVIX) has a higher volatility of 6.09% compared to John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) at 4.70%. This indicates that LPVIX's price experiences larger fluctuations and is considered to be riskier 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
| LPVIX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 4.70% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 8.47% | +2.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 15.32% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 14.69% | +2.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.43% | 15.94% | +0.49% |