TRIKX vs. JRLVX
Compare and contrast key facts about T. Rowe Price Retirement 2045 Fund Class I (TRIKX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
TRIKX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P Target Date 2045. It was launched on Nov 13, 2023. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
TRIKX vs. JRLVX - Performance Comparison
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TRIKX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TRIKX T. Rowe Price Retirement 2045 Fund Class I | -0.91% | 18.71% | 14.23% | 7.04% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.92% | 19.25% | 14.50% | 7.42% |
Returns By Period
The year-to-date returns for both stocks are quite close, with TRIKX having a -0.91% return and JRLVX slightly lower at -0.92%.
TRIKX
- 1D
- 2.73%
- 1M
- -6.29%
- YTD
- -0.91%
- 6M
- 1.62%
- 1Y
- 17.01%
- 3Y*
- —
- 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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TRIKX vs. JRLVX - Expense Ratio Comparison
TRIKX has a 0.43% expense ratio, which is higher than JRLVX's 0.01% expense ratio.
Return for Risk
TRIKX vs. JRLVX — Risk / Return Rank
TRIKX
JRLVX
TRIKX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2045 Fund Class I (TRIKX) 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.
| TRIKX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.24 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.80 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.72 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.87 | 8.20 | -1.32 |
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
| TRIKX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.24 | -0.14 |
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 | 1.24 | 0.59 | +0.65 |
Correlation
The correlation between TRIKX and JRLVX 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
TRIKX vs. JRLVX - Dividend Comparison
TRIKX's dividend yield for the trailing twelve months is around 3.99%, more than JRLVX's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIKX T. Rowe Price Retirement 2045 Fund Class I | 3.99% | 3.95% | 2.21% | 4.42% | 0.00% | 0.00% | 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
TRIKX vs. JRLVX - Drawdown Comparison
The maximum TRIKX drawdown since its inception was -15.16%, smaller than the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for TRIKX and JRLVX.
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Drawdown Indicators
| TRIKX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.16% | -32.53% | +17.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.23% | -0.19% |
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 | -7.05% | -6.13% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -1.55% | -4.61% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.36% | +0.17% |
Volatility
TRIKX vs. JRLVX - Volatility Comparison
T. Rowe Price Retirement 2045 Fund Class I (TRIKX) has a higher volatility of 5.87% compared to John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) at 5.56%. This indicates that TRIKX's price experiences larger fluctuations and is considered to be riskier 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
| TRIKX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 5.56% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.21% | 8.84% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 15.49% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.49% | 14.74% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.49% | 15.96% | -2.47% |