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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio (JHBPX) has returned -2.62% so far this year and 9.86% over the past 12 months.
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio
- 1D
- 0.15%
- 1M
- -5.71%
- YTD
- -2.62%
- 6M
- -0.83%
- 1Y
- 9.86%
- 3Y*
- 9.13%
- 5Y*
- 4.58%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 1, 2017, JHBPX's average daily return is +0.03%, while the average monthly return is +0.54%. At this rate, your investment would double in approximately 10.7 years.
Historically, 69% of months were positive and 31% 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% | -5.71% | -2.62% | |||||||||
| 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 0.78%, beta of 0.45, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.
- This fund participated in 61.86% of S&P 500 Index downside but only 50.54% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.45 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
- 0.78%
- Beta
- 0.45
- R²
- 0.80
- Upside Capture
- 50.54%
- Downside Capture
- 61.86%
Expense Ratio
JHBPX has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
JHBPX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
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 a chosen benchmark (S&P 500 Index).
| JHBPX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.90 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.39 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 1.40 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.95 | 6.61 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore JHBPX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio provided a 8.47% 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 | 8.47% | 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 | |||||||||
| 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 5.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.28% | Nov 9, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -20.48% | Feb 20, 2020 | 23 | Mar 23, 2020 | 80 | Jul 20, 2020 | 103 |
| -9.77% | Jan 29, 2018 | 229 | Dec 24, 2018 | 66 | Apr 1, 2019 | 295 |
| -8.63% | Feb 18, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
| -5.92% | Feb 26, 2026 | 22 | Mar 27, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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