VISPX vs. JLKYX
VISPX (Voya Index Solution 2060 Portfolio) and JLKYX (John Hancock Funds Multi-Index 2055 Lifetime Portfolio) are both Target Retirement Date funds. Over the past 10 years, VISPX returned 12.06%/yr vs 11.62%/yr for JLKYX. With a 0.97 correlation, they move nearly in lockstep. VISPX charges 0.22%/yr vs 0.01%/yr for JLKYX.
Performance
VISPX vs. JLKYX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with VISPX having a 12.38% return and JLKYX slightly higher at 12.94%. Both investments have delivered pretty close results over the past 10 years, with VISPX having a 12.06% annualized return and JLKYX not far behind at 11.62%.
VISPX
- 1D
- 0.33%
- 1M
- 5.52%
- YTD
- 12.38%
- 6M
- 13.09%
- 1Y
- 28.20%
- 3Y*
- 19.86%
- 5Y*
- 10.37%
- 10Y*
- 12.06%
JLKYX
- 1D
- 0.48%
- 1M
- 5.49%
- YTD
- 12.94%
- 6M
- 13.74%
- 1Y
- 29.09%
- 3Y*
- 19.79%
- 5Y*
- 10.13%
- 10Y*
- 11.62%
VISPX vs. JLKYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISPX Voya Index Solution 2060 Portfolio | 12.38% | 20.70% | 15.41% | 20.34% | -18.32% | 18.21% | 15.72% | 25.28% | -8.45% | 21.11% |
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 12.94% | 20.04% | 15.41% | 18.53% | -18.04% | 18.38% | 16.13% | 25.07% | -8.32% | 17.29% |
Correlation
The correlation between VISPX and JLKYX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.97 |
The correlation between VISPX and JLKYX has been stable across timeframes, ranging from 0.90 to 0.97 - a consistent structural relationship.
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Return for Risk
VISPX vs. JLKYX — Risk / Return Rank
VISPX
JLKYX
VISPX vs. JLKYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Solution 2060 Portfolio (VISPX) 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.
| VISPX | JLKYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.45 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.33 | 3.24 | +0.09 |
| Martin ratioReturn relative to average drawdown | 15.89 | 14.36 | +1.53 |
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
| VISPX | JLKYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.55 | 2.46 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.72 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.65 | +0.10 |
Drawdowns
VISPX vs. JLKYX - Drawdown Comparison
The maximum VISPX drawdown since its inception was -32.66%, roughly equal to the maximum JLKYX drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for VISPX and JLKYX.
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Drawdown Indicators
| VISPX | JLKYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.66% | -32.55% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -9.16% | -0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -15.88% | -16.11% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -25.93% | -25.75% | -0.18% |
Max Drawdown (10Y)Largest decline over 10 years | -32.66% | -32.55% | -0.11% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -4.66% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 2.06% | -0.15% |
Volatility
VISPX vs. JLKYX - Volatility Comparison
Voya Index Solution 2060 Portfolio (VISPX) and John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) have volatilities of 3.62% and 3.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISPX | JLKYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 3.55% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 9.59% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 12.05% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 15.21% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 16.21% | +0.10% |
VISPX vs. JLKYX - Expense Ratio Comparison
VISPX has a 0.22% 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%.
Dividends
VISPX vs. JLKYX - Dividend Comparison
VISPX's dividend yield for the trailing twelve months is around 1.34%, less than JLKYX's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLKYX John Hancock Funds Multi-Index 2055 Lifetime Portfolio | 3.19% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
VISPX Voya Index Solution 2060 Portfolio | 1.34% | 1.51% | 0.15% | 7.18% | 12.68% | 3.32% | 3.29% | 3.18% | 3.91% | 1.11% | 1.79% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, VISPX and JLKYX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VISPX has higher volatility (3.62%) compared to JLKYX (3.55%). In terms of maximum drawdown, VISPX dropped -32.66% vs JLKYX's -32.55%.
VISPX currently has the higher Sharpe Ratio (2.55 vs 2.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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