JHancock Multi-Index 2065 Lifetime Portfolio (JAAJX)
The fund aims to invest in underlying funds using an asset allocation strategy tailored for investors expected to retire around 2065. Asset allocation becomes more conservative over time, with a focus on equity securities.
Fund Info
| Issuer | John Hancock |
|---|---|
| Inception Date | Sep 22, 2020 |
| Category | Target Retirement Date |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JAAJX has an expense ratio of 0.23%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JHancock Multi-Index 2065 Lifetime Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JHancock Multi-Index 2065 Lifetime Portfolio had a return of 13.43% year-to-date (YTD) and 20.83% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.43% | 17.95% |
| 1 month | 3.24% | 3.13% |
| 6 months | 8.13% | 9.95% |
| 1 year | 20.83% | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of JAAJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.24% | 4.28% | 3.11% | -3.90% | 4.21% | 1.47% | 2.39% | 2.26% | 13.43% | ||||
| 2023 | 6.96% | -3.34% | 2.13% | 1.04% | -1.72% | 5.85% | 3.38% | -3.03% | -4.53% | -3.36% | 9.01% | 5.57% | 18.13% |
| 2022 | -4.73% | -2.56% | 1.59% | -7.76% | 0.43% | -7.96% | 6.62% | -3.80% | -9.24% | 6.03% | 7.92% | -4.38% | -18.10% |
| 2021 | -0.34% | 2.92% | 2.75% | 3.98% | 1.33% | 1.23% | 0.53% | 2.35% | -4.07% | 5.02% | -2.28% | 3.88% | 18.29% |
| 2020 | 2.90% | -1.75% | 11.47% | 4.55% | 17.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JAAJX is 58, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JHancock Multi-Index 2065 Lifetime Portfolio (JAAJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JHancock Multi-Index 2065 Lifetime Portfolio granted a 1.67% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Dividend | $0.24 | $0.24 | $0.15 | $0.30 | $0.10 |
Dividend yield | 1.67% | 1.90% | 1.40% | 2.19% | 0.87% |
Monthly Dividends
The table displays the monthly dividend distributions for JHancock Multi-Index 2065 Lifetime Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2020 | $0.10 | $0.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JHancock Multi-Index 2065 Lifetime Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JHancock Multi-Index 2065 Lifetime Portfolio was 25.82%, occurring on Oct 12, 2022. Recovery took 346 trading sessions.
The current JHancock Multi-Index 2065 Lifetime Portfolio drawdown is 0.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.82% | Nov 9, 2021 | 233 | Oct 12, 2022 | 346 | Feb 29, 2024 | 579 |
| -7.51% | Jul 17, 2024 | 14 | Aug 5, 2024 | 15 | Aug 26, 2024 | 29 |
| -6.39% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -5.23% | Apr 1, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.07% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
Volatility
Volatility Chart
The current JHancock Multi-Index 2065 Lifetime Portfolio volatility is 3.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.