TBLYX vs. JRLVX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2035 Fund (TBLYX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
TBLYX is an actively managed fund by T. Rowe Price. It was launched on Jul 26, 2021. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
TBLYX vs. JRLVX - Performance Comparison
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TBLYX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TBLYX T. Rowe Price Retirement Blend 2035 Fund | -0.91% | 17.30% | 12.43% | 18.44% | -17.17% | 4.09% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.92% | 19.25% | 14.50% | 18.00% | -18.06% | 4.77% |
Returns By Period
The year-to-date returns for both stocks are quite close, with TBLYX having a -0.91% return and JRLVX slightly lower at -0.92%.
TBLYX
- 1D
- 2.29%
- 1M
- -5.12%
- YTD
- -0.91%
- 6M
- 1.35%
- 1Y
- 15.58%
- 3Y*
- 13.40%
- 5Y*
- —
- 10Y*
- —
JRLVX
- 1D
- 2.59%
- 1M
- -5.31%
- YTD
- -0.92%
- 6M
- 1.47%
- 1Y
- 18.74%
- 3Y*
- 14.72%
- 5Y*
- 7.76%
- 10Y*
- 10.19%
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TBLYX vs. JRLVX - Expense Ratio Comparison
TBLYX has a 0.40% expense ratio, which is higher than JRLVX's 0.01% expense ratio.
Return for Risk
TBLYX vs. JRLVX — Risk / Return Rank
TBLYX
JRLVX
TBLYX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2035 Fund (TBLYX) 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.
| TBLYX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.24 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.80 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.72 | -0.07 |
Martin ratioReturn relative to average drawdown | 7.60 | 8.20 | -0.60 |
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
| TBLYX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.24 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.53 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.59 | -0.10 |
Correlation
The correlation between TBLYX and JRLVX is 0.97, 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
TBLYX vs. JRLVX - Dividend Comparison
TBLYX's dividend yield for the trailing twelve months is around 2.53%, less than JRLVX's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLYX T. Rowe Price Retirement Blend 2035 Fund | 2.53% | 2.50% | 2.05% | 1.94% | 2.18% | 1.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.59% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
TBLYX vs. JRLVX - Drawdown Comparison
The maximum TBLYX drawdown since its inception was -24.54%, smaller than the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for TBLYX and JRLVX.
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Drawdown Indicators
| TBLYX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.54% | -32.53% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -11.23% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.53% | — |
Current DrawdownCurrent decline from peak | -5.72% | -6.13% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -4.61% | -1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.36% | -0.25% |
Volatility
TBLYX vs. JRLVX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Blend 2035 Fund (TBLYX) is 4.94%, while John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) has a volatility of 5.56%. This indicates that TBLYX 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
| TBLYX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 5.56% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 8.84% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.22% | 15.49% | -2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.14% | 14.74% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.14% | 15.96% | -2.82% |