PHTYX vs. JIEHX
Compare and contrast key facts about Principal LifeTime Hybrid 2045 Fund (PHTYX) and John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX).
PHTYX is managed by Principal. It was launched on Sep 29, 2014. JIEHX is managed by John Hancock. It was launched on Mar 29, 2016.
Performance
PHTYX vs. JIEHX - Performance Comparison
Loading graphics...
PHTYX vs. JIEHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHTYX Principal LifeTime Hybrid 2045 Fund | -1.50% | 18.54% | 16.13% | 19.35% | -18.26% | 18.37% | 15.78% | 24.79% | -9.07% | 19.12% |
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 25.00% | -8.22% | 16.82% |
Returns By Period
In the year-to-date period, PHTYX achieves a -1.50% return, which is significantly lower than JIEHX's -1.41% return.
PHTYX
- 1D
- 2.64%
- 1M
- -4.73%
- YTD
- -1.50%
- 6M
- 0.73%
- 1Y
- 17.68%
- 3Y*
- 15.02%
- 5Y*
- 7.98%
- 10Y*
- 10.24%
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PHTYX vs. JIEHX - Expense Ratio Comparison
PHTYX has a 0.05% expense ratio, which is higher than JIEHX'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
PHTYX vs. JIEHX — Risk / Return Rank
PHTYX
JIEHX
PHTYX vs. JIEHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2045 Fund (PHTYX) and John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX). 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.
| PHTYX | JIEHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.22 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.79 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.73 | -0.07 |
Martin ratioReturn relative to average drawdown | 8.26 | 8.07 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PHTYX | JIEHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.22 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.62 | +0.01 |
Correlation
The correlation between PHTYX and JIEHX is 0.98, 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
PHTYX vs. JIEHX - Dividend Comparison
PHTYX's dividend yield for the trailing twelve months is around 5.01%, more than JIEHX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTYX Principal LifeTime Hybrid 2045 Fund | 5.01% | 4.94% | 4.41% | 3.05% | 9.68% | 4.72% | 3.45% | 3.63% | 4.66% | 2.24% | 2.00% | 1.66% |
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | 3.60% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% | 0.00% | 0.00% |
Drawdowns
PHTYX vs. JIEHX - Drawdown Comparison
The maximum PHTYX drawdown since its inception was -30.61%, smaller than the maximum JIEHX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for PHTYX and JIEHX.
Loading graphics...
Drawdown Indicators
| PHTYX | JIEHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.61% | -32.55% | +1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -11.60% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -25.70% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -30.61% | — | — |
Current DrawdownCurrent decline from peak | -5.52% | -6.67% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -5.06% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 2.49% | -0.27% |
Volatility
PHTYX vs. JIEHX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2045 Fund (PHTYX) is 5.48%, while John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a volatility of 5.95%. This indicates that PHTYX experiences smaller price fluctuations and is considered to be less risky than JIEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PHTYX | JIEHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 5.95% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.63% | 9.52% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 16.44% | -1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.52% | 15.18% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.77% | 16.50% | -1.73% |