MUROX vs. JLKYX
Compare and contrast key facts about Mutual of America 2055 Retirement Fund (MUROX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX).
MUROX is managed by Mutual of America. It was launched on Nov 29, 2021. JLKYX is managed by John Hancock. It was launched on Mar 25, 2014.
Performance
MUROX vs. JLKYX - Performance Comparison
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MUROX vs. JLKYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MUROX Mutual of America 2055 Retirement Fund | -1.43% | 18.33% | 14.65% | 15.94% | -16.52% | 18.58% | 943.28% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -1.36% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 15.24% |
Returns By Period
The year-to-date returns for both investments are quite close, with MUROX having a -1.43% return and JLKYX slightly higher at -1.36%.
MUROX
- 1D
- 2.65%
- 1M
- -5.30%
- YTD
- -1.43%
- 6M
- 0.87%
- 1Y
- 17.68%
- 3Y*
- 13.67%
- 5Y*
- 7.08%
- 10Y*
- —
JLKYX
- 1D
- 2.78%
- 1M
- -5.68%
- YTD
- -1.36%
- 6M
- 1.09%
- 1Y
- 19.55%
- 3Y*
- 15.25%
- 5Y*
- 8.08%
- 10Y*
- 10.33%
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MUROX vs. JLKYX - Expense Ratio Comparison
MUROX has a 0.11% 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%.
Return for Risk
MUROX vs. JLKYX — Risk / Return Rank
MUROX
JLKYX
MUROX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mutual of America 2055 Retirement Fund (MUROX) 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.
| MUROX | JLKYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.22 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.78 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.74 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.71 | 8.09 | -3.38 |
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
| MUROX | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.22 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.54 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.58 | -0.41 |
Correlation
The correlation between MUROX and JLKYX is 0.83, 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
MUROX vs. JLKYX - Dividend Comparison
MUROX's dividend yield for the trailing twelve months is around 8.06%, more than JLKYX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUROX Mutual of America 2055 Retirement Fund | 8.06% | 7.95% | 6.25% | 2.08% | 10.92% | 3.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.66% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
Drawdowns
MUROX vs. JLKYX - Drawdown Comparison
The maximum MUROX drawdown since its inception was -33.58%, roughly equal to the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for MUROX and JLKYX.
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Drawdown Indicators
| MUROX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -32.55% | -1.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -11.59% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.84% | -25.75% | +1.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.55% | — |
Current DrawdownCurrent decline from peak | -6.36% | -6.63% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -4.71% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.49% | +0.41% |
Volatility
MUROX vs. JLKYX - Volatility Comparison
The current volatility for Mutual of America 2055 Retirement Fund (MUROX) is 4.80%, while John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a volatility of 5.95%. This indicates that MUROX experiences smaller price fluctuations and is considered to be less risky than JLKYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUROX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.95% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 9.49% | -0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.50% | 16.39% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.58% | 15.16% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 385.25% | 16.16% | +369.09% |