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
Sep 22, 2020
$0
Large-Cap
Blend
Expense Ratio
JAAJX has an expense ratio of 0.23%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JHancock Multi-Index 2065 Lifetime Portfolio (JAAJX) returned 4.11% year-to-date (YTD) and 10.36% over the past 12 months.
JAAJX
4.11%
5.38%
-0.67%
10.36%
9.11%
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.98% | -0.62% | -3.67% | 0.29% | 5.31% | 4.11% | |||||||
| 2024 | -0.24% | 4.28% | 3.11% | -3.90% | 4.21% | 1.47% | 2.39% | 2.26% | 2.21% | -2.03% | 4.35% | -5.16% | 13.11% |
| 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% | 18.14% |
| 2022 | -4.73% | -2.56% | 1.59% | -7.76% | 0.42% | -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% | 3.59% | 17.96% |
| 2020 | 2.90% | -1.75% | 11.47% | 4.55% | 17.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JAAJX is 44, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
JHancock Multi-Index 2065 Lifetime Portfolio provided a 3.43% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.50 | $0.50 | $0.24 | $0.15 | $0.30 | $0.10 |
Dividend yield | 3.43% | 3.58% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 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.
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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 26.03%, occurring on Oct 12, 2022. Recovery took 347 trading sessions.
The current JHancock Multi-Index 2065 Lifetime Portfolio drawdown is 1.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.03% | Nov 9, 2021 | 233 | Oct 12, 2022 | 347 | Mar 1, 2024 | 580 |
| -17.13% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -7.51% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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