MXBSX vs. JLKYX
Compare and contrast key facts about Great-West Lifetime 2050 Fund (MXBSX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX).
MXBSX is managed by Great-West. It was launched on Apr 27, 2016. JLKYX is managed by John Hancock. It was launched on Mar 25, 2014.
Performance
MXBSX vs. JLKYX - Performance Comparison
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MXBSX vs. JLKYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | -1.35% | 17.70% | 11.16% | 17.79% | -16.61% | 16.82% | 13.96% | 26.31% | -10.30% | 20.41% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | -1.36% | 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 MXBSX having a -1.35% return and JLKYX slightly lower at -1.36%.
MXBSX
- 1D
- 2.56%
- 1M
- -5.69%
- YTD
- -1.35%
- 6M
- 0.88%
- 1Y
- 16.01%
- 3Y*
- 12.88%
- 5Y*
- 6.89%
- 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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MXBSX vs. JLKYX - Expense Ratio Comparison
MXBSX has a 0.12% 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
MXBSX vs. JLKYX — Risk / Return Rank
MXBSX
JLKYX
MXBSX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Lifetime 2050 Fund (MXBSX) 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.
| MXBSX | JLKYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.22 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.78 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.74 | -0.28 |
Martin ratioReturn relative to average drawdown | 6.47 | 8.09 | -1.63 |
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
| MXBSX | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.22 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.54 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.58 | 0.00 |
Correlation
The correlation between MXBSX 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
MXBSX vs. JLKYX - Dividend Comparison
MXBSX's dividend yield for the trailing twelve months is around 5.34%, more than JLKYX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXBSX Great-West Lifetime 2050 Fund | 5.34% | 5.27% | 7.38% | 5.63% | 10.66% | 11.14% | 6.57% | 9.46% | 8.18% | 3.54% | 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
MXBSX vs. JLKYX - Drawdown Comparison
The maximum MXBSX drawdown since its inception was -31.88%, roughly equal to the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for MXBSX and JLKYX.
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Drawdown Indicators
| MXBSX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -32.55% | +0.67% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -11.59% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -29.68% | -25.75% | -3.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.55% | — |
Current DrawdownCurrent decline from peak | -6.47% | -6.63% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -4.71% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.49% | +0.02% |
Volatility
MXBSX vs. JLKYX - Volatility Comparison
The current volatility for Great-West Lifetime 2050 Fund (MXBSX) is 5.49%, while John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has a volatility of 5.95%. This indicates that MXBSX 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
| MXBSX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 5.95% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 9.49% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.96% | 16.39% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.87% | 15.16% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 16.16% | +0.22% |