VTIUX vs. JRLVX
Compare and contrast key facts about Voya Target Retirement 2065 Fund (VTIUX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX).
VTIUX is managed by Voya. It was launched on Jul 28, 2020. JRLVX is managed by John Hancock. It was launched on Nov 6, 2013.
Performance
VTIUX vs. JRLVX - Performance Comparison
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VTIUX vs. JRLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VTIUX Voya Target Retirement 2065 Fund | -0.71% | 21.00% | 15.64% | 20.89% | -18.91% | 7.64% | 17.84% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | -0.06% | 19.25% | 14.50% | 18.00% | -18.06% | 18.45% | 16.23% |
Returns By Period
In the year-to-date period, VTIUX achieves a -0.71% return, which is significantly lower than JRLVX's -0.06% return.
VTIUX
- 1D
- 0.97%
- 1M
- -3.02%
- YTD
- -0.71%
- 6M
- 2.09%
- 1Y
- 20.43%
- 3Y*
- 16.25%
- 5Y*
- 6.61%
- 10Y*
- —
JRLVX
- 1D
- 0.86%
- 1M
- -2.73%
- YTD
- -0.06%
- 6M
- 2.16%
- 1Y
- 19.01%
- 3Y*
- 15.04%
- 5Y*
- 7.94%
- 10Y*
- 10.29%
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VTIUX vs. JRLVX - Expense Ratio Comparison
VTIUX has a 0.23% expense ratio, which is higher than JRLVX'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
VTIUX vs. JRLVX — Risk / Return Rank
VTIUX
JRLVX
VTIUX vs. JRLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2065 Fund (VTIUX) 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.
| VTIUX | JRLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.28 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.98 | 1.85 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 1.80 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.56 | 8.47 | -1.91 |
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
| VTIUX | JRLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.28 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.54 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.59 | +0.05 |
Correlation
The correlation between VTIUX 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
VTIUX vs. JRLVX - Dividend Comparison
VTIUX's dividend yield for the trailing twelve months is around 14.86%, more than JRLVX's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIUX Voya Target Retirement 2065 Fund | 14.86% | 14.75% | 3.18% | 1.82% | 5.43% | 8.07% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JRLVX John Hancock Funds Multi-Index 2045 Lifetime Portfolio | 3.56% | 3.55% | 1.89% | 2.24% | 8.03% | 6.00% | 4.26% | 8.99% | 10.96% | 4.29% | 3.40% | 1.90% |
Drawdowns
VTIUX vs. JRLVX - Drawdown Comparison
The maximum VTIUX drawdown since its inception was -33.42%, roughly equal to the maximum JRLVX drawdown of -32.53%. Use the drawdown chart below to compare losses from any high point for VTIUX and JRLVX.
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Drawdown Indicators
| VTIUX | JRLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.42% | -32.53% | -0.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -8.50% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.42% | -25.64% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.53% | — |
Current DrawdownCurrent decline from peak | -6.01% | -5.32% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -4.61% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 2.38% | +0.33% |
Volatility
VTIUX vs. JRLVX - Volatility Comparison
Voya Target Retirement 2065 Fund (VTIUX) and John Hancock Funds Multi-Index 2045 Lifetime Portfolio (JRLVX) have volatilities of 5.32% and 5.41%, 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
| VTIUX | JRLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 5.41% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.35% | 8.87% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 15.51% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 14.73% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.02% | 15.95% | +0.07% |