- 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
JHCIX Performance Chart
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio (JHCIX) is up 2.9% since the beginning of the year. JHCIX is currently trading at $12 per share. Investors who bought $1,000 worth of JHCIX shares 5 years ago would now be looking at an investment worth $1,122.
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Returns By Period
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio (JHCIX) has returned 2.93% so far this year and 9.92% over the past 12 months.
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio
- 1D
- 0.00%
- 1M
- 0.90%
- YTD
- 2.93%
- 6M
- 3.25%
- 1Y
- 9.92%
- 3Y*
- 7.29%
- 5Y*
- 2.32%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
JHCIX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, JHCIX's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, an investment would double in approximately 17.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2023 with a return of +5.7%, while the worst month was Sep 2022 at -5.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JHCIX closed higher 49% of trading days. The best single day was Nov 10, 2022 with a return of +2.7%, while the worst single day was Mar 12, 2020 at -2.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.84% | 1.58% | -2.95% | 2.45% | 1.07% | 0.00% | 2.93% | ||||||
| 2025 | 1.42% | 0.88% | -0.26% | 0.17% | 0.52% | 2.33% | -0.08% | 1.94% | 1.24% | 0.48% | 0.65% | 0.06% | 9.73% |
| 2024 | 0.18% | -0.36% | 1.53% | -2.92% | 2.46% | 0.98% | 2.47% | 1.63% | 1.44% | -2.72% | 1.89% | -2.02% | 4.43% |
| 2023 | 4.54% | -2.35% | 2.05% | 0.78% | -1.12% | 1.05% | 0.61% | -1.03% | -3.04% | -2.17% | 5.68% | 4.25% | 9.16% |
| 2022 | -2.62% | -1.60% | -1.85% | -4.68% | 0.16% | -3.16% | 3.51% | -2.92% | -5.36% | 0.04% | 4.74% | -1.41% | -14.57% |
| 2021 | -0.49% | -0.42% | -0.28% | 1.54% | 0.55% | 0.82% | 1.16% | 0.27% | -1.41% | 0.93% | -0.35% | 0.63% | 2.96% |
Benchmark Metrics
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio has an annualized alpha of 1.32%, beta of 0.19, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.
- This fund participated in 37.65% of S&P 500 Index downside but only 26.98% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.19 may look defensive, but with R2 of 0.38 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R2 of 0.38 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 1.32%
- Beta
- 0.19
- R²
- 0.38
- Upside Capture
- 26.98%
- Downside Capture
- 37.65%
Expense Ratio
JHCIX has an expense ratio of 0.13%, which is considered low.
Return for Risk
Risk / Return Rank
JHCIX ranks 59 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 Conservative Portfolio (JHCIX) and compare them to S&P 500 Index.
| JHCIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 2.39 | -0.12 |
Sortino ratioReturn per unit of downside risk | 3.33 | 3.25 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.43 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.81 | 3.11 | -0.30 |
Martin ratioReturn relative to average drawdown | 11.54 | 14.38 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio provided a 3.48% dividend yield over the last twelve months, with an annual payout of $0.43 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.43 | $0.38 | $0.82 | $1.00 | $0.76 | $0.71 | $0.56 | $0.46 |
Dividend yield | 3.48% | 3.58% | 3.41% | 7.31% | 9.12% | 5.35% | 4.90% | 4.11% | 3.61% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Lifestyle Conservative 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 | $0.01 | $0.00 | $0.42 | $0.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.35 | $0.38 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.30 | $0.82 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.00 | $0.32 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.40 | $0.76 |
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 Conservative 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 Conservative Portfolio was 19.29%, occurring on Oct 20, 2022. Recovery took 653 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -19.29%Oct 2022 | 11mo 14d | 2y 7mo | 3y 6moNov 2021 - Jun 2025 |
COVID crash2020 | -11.84%Mar 2020 | 25d | 2mo 14d | 3mo 9dFeb 2020 - Jun 2020 |
Rate-hike selloffLate 2018 | -5.52%Dec 2018 | 1y 5d | 3mo 1d | 1y 3moDec 2017 - Mar 2019 |
2026 pullback2026 | -4.01%Mar 2026 | 25d | 1mo 10d | 2mo 5dMar 2026 - May 2026 |
2021 pullback2021 | -2.34%Mar 2021 | 24d | 1mo 29d | 2mo 23dFeb 2021 - May 2021 |
Drawdown Indicators
| JHCIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -56.78% | +37.49% |
Max Drawdown (1Y)Largest decline over 1 year | -4.01% | -9.10% | +5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -7.05% | -18.90% | +11.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.29% | -25.43% | +6.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -10.72% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 1.97% | -1.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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