LTSTX vs. JRLVX
Compare and contrast key facts about Principal LifeTime 2025 Fund (LTSTX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
LTSTX is managed by Principal. It was launched on Feb 28, 2008. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
LTSTX vs. JRLVX - Performance Comparison
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LTSTX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTSTX Principal LifeTime 2025 Fund | -2.64% | 12.16% | 11.91% | 13.30% | -15.23% | 10.91% | 13.70% | 20.50% | -6.41% | 16.75% |
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, LTSTX achieves a -2.64% return, which is significantly higher than JRLVX's -3.42% return. Over the past 10 years, LTSTX has underperformed JRLVX with an annualized return of 7.44%, while JRLVX has yielded a comparatively higher 9.91% annualized return.
LTSTX
- 1D
- 0.09%
- 1M
- -5.07%
- YTD
- -2.64%
- 6M
- -1.15%
- 1Y
- 8.41%
- 3Y*
- 9.82%
- 5Y*
- 4.89%
- 10Y*
- 7.44%
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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LTSTX vs. JRLVX - Expense Ratio Comparison
Both LTSTX and JRLVX have an expense ratio of 0.01%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
LTSTX vs. JRLVX — Risk / Return Rank
LTSTX
JRLVX
LTSTX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2025 Fund (LTSTX) 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.
| LTSTX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.07 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.57 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.30 | -0.09 |
Martin ratioReturn relative to average drawdown | 5.61 | 6.28 | -0.67 |
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
| LTSTX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.07 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.51 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.62 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.57 | -0.12 |
Correlation
The correlation between LTSTX and JRLVX is 0.96, 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
LTSTX vs. JRLVX - Dividend Comparison
LTSTX's dividend yield for the trailing twelve months is around 12.52%, more than JRLVX's 3.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTSTX Principal LifeTime 2025 Fund | 12.52% | 12.19% | 9.74% | 4.26% | 8.00% | 7.66% | 5.25% | 6.91% | 6.39% | 4.75% | 3.65% | 8.91% |
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
LTSTX vs. JRLVX - Drawdown Comparison
The maximum LTSTX drawdown since its inception was -48.17%, which is greater than JRLVX's maximum drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for LTSTX and JRLVX.
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Drawdown Indicators
| LTSTX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.17% | -32.53% | -15.64% |
Max Drawdown (1Y)Largest decline over 1 year | -6.47% | -11.23% | +4.76% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -25.64% | +4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -23.33% | -32.53% | +9.20% |
Current DrawdownCurrent decline from peak | -5.15% | -8.50% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -6.21% | -4.61% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.33% | -0.93% |
Volatility
LTSTX vs. JRLVX - Volatility Comparison
The current volatility for Principal LifeTime 2025 Fund (LTSTX) is 2.99%, while John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a volatility of 4.70%. This indicates that LTSTX 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
| LTSTX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 4.70% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 4.90% | 8.47% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.43% | 15.32% | -6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.16% | 14.69% | -5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.81% | 15.94% | -6.13% |