- Issuer
- John Hancock
- Inception Date
- Oct 31, 2013
- Category
- Diversified Portfolio
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JHBPX Performance Chart
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio (JHBPX) is up 6.3% since the beginning of the year. JHBPX is currently trading at $15 per share. Investors who bought $1,000 worth of JHBPX shares 5 years ago would now be looking at an investment worth $1,323.
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Returns By Period
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio (JHBPX) has returned 6.34% so far this year and 15.83% over the past 12 months.
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio
- 1D
- 0.83%
- 1M
- 1.32%
- YTD
- 6.34%
- 6M
- 6.20%
- 1Y
- 15.83%
- 3Y*
- 11.41%
- 5Y*
- 5.75%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JHBPX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, JHBPX's average daily return is +0.03%, while the average monthly return is +0.60%. At this rate, an investment would double in approximately 9.7 years.
Historically, 70% of months were positive and 30% were negative. The best month was Nov 2020 with a return of +6.9%, while the worst month was Mar 2020 at -8.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JHBPX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +4.5%, while the worst single day was Mar 12, 2020 at -5.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.68% | 1.58% | -4.23% | 5.08% | 2.10% | 0.21% | 6.34% | ||||||
| 2025 | 2.99% | -1.56% | -0.45% | 0.46% | 2.34% | 3.10% | 0.14% | 2.72% | 1.60% | 0.82% | 0.43% | 0.58% | 13.85% |
| 2024 | 0.24% | 1.50% | 2.25% | -3.42% | 3.38% | 0.99% | 2.56% | 1.84% | 1.52% | -2.66% | 2.85% | -2.56% | 8.51% |
| 2023 | 5.58% | -2.42% | 2.24% | 1.06% | -1.20% | 2.88% | 1.69% | -1.74% | -3.61% | -2.39% | 6.84% | 4.71% | 13.81% |
| 2022 | -3.57% | -1.98% | -0.25% | -5.94% | 0.40% | -5.28% | 5.16% | -3.49% | -6.89% | 3.02% | 5.92% | -2.64% | -15.34% |
| 2021 | -0.55% | 0.86% | 1.09% | 2.65% | 0.88% | 0.87% | 1.21% | 1.08% | -2.48% | 2.62% | -1.06% | 2.00% | 9.45% |
Benchmark Metrics
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio has an annualized alpha of 0.85%, beta of 0.46, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 01, 2017.
- This fund participated in 61.14% of S&P 500 Index downside but only 49.90% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.46 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 0.85%
- Beta
- 0.46
- R²
- 0.80
- Upside Capture
- 49.90%
- Downside Capture
- 61.14%
Expense Ratio
JHBPX has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
JHBPX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio (JHBPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JHBPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.78 | +0.24 |
| Martin ratioReturn relative to average drawdown | 12.53 | 12.44 | +0.09 |
Dividends
Dividend History
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio provided a 7.76% dividend yield over the last twelve months, with an annual payout of $1.13 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.13 | $1.13 | $0.67 | $1.49 | $1.60 | $1.15 | $0.94 | $0.75 | $0.58 |
Dividend yield | 7.76% | 8.25% | 5.14% | 11.77% | 12.74% | 6.85% | 5.76% | 4.83% | 4.20% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Lifestyle Balanced 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.00 | $0.38 | $1.13 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.31 | $0.67 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $0.00 | $0.27 | $1.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.27 | $0.00 | $0.33 | $1.60 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.42 | $1.15 |
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 John Hancock Variable Insurance Trust Lifestyle Balanced 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 John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio was 21.28%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio drawdown is 0.21%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -21.28%Oct 2022 | 11mo 9d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
COVID crash2020 | -20.48%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -9.77%Dec 2018 | 10mo 29d | 3mo 8d | 1y 2moJan 2018 - Apr 2019 |
2025 selloff2025 | -8.63%Apr 2025 | 1mo 19d | 1mo 8d | 2mo 27dFeb 2025 - May 2025 |
2026 pullback2026 | -5.92%Mar 2026 | 29d | 21d | 1mo 20dFeb 2026 - Apr 2026 |
Drawdown Indicators
| JHBPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -56.78% | +35.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.92% | -9.10% | +3.18% |
Max Drawdown (3Y)Largest decline over 3 years | -8.63% | -18.90% | +10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.28% | -25.43% | +4.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.21% | -1.80% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -10.71% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 2.03% | -0.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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