John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio (JHMPX)
Fund Info
| Issuer | John Hancock |
|---|---|
| Inception Date | Oct 31, 2013 |
| Category | Diversified Portfolio |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JHMPX has an expense ratio of 0.13%, 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 John Hancock Variable Insurance Trust Lifestyle Moderate 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
John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio had a return of 9.39% year-to-date (YTD) and 6.33% in the last 12 months. Over the past 10 years, John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio had an annualized return of 4.23%, while the S&P 500 had an annualized return of 10.88%, indicating that John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.39% | 18.13% |
| 1 month | 2.02% | 1.45% |
| 6 months | 7.34% | 8.81% |
| 1 year | 6.33% | 26.52% |
| 5 years (annualized) | 3.49% | 13.43% |
| 10 years (annualized) | 4.23% | 10.88% |
Monthly Returns
The table below presents the monthly returns of JHMPX, 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 | 0.25% | 0.91% | 1.97% | -3.30% | 3.08% | 1.05% | 2.48% | 1.80% | 9.39% | ||||
| 2023 | 5.26% | -2.46% | 2.20% | 0.96% | -1.18% | 2.31% | 1.33% | -1.54% | -3.36% | -10.52% | 6.42% | 4.55% | 2.81% |
| 2022 | -3.29% | -1.83% | -0.80% | -5.50% | 0.28% | -4.53% | 4.52% | -3.26% | -6.38% | 1.98% | 5.63% | -2.28% | -15.10% |
| 2021 | -0.51% | 0.45% | 0.64% | 2.27% | 0.74% | 0.86% | 1.22% | 0.78% | -2.09% | 2.02% | -0.81% | 1.53% | 7.25% |
| 2020 | 0.74% | -2.27% | -7.11% | 5.96% | 2.71% | 1.89% | 2.66% | 2.20% | -1.33% | -1.19% | 5.77% | 2.14% | 12.07% |
| 2019 | 3.74% | 1.30% | 1.71% | 1.47% | -1.52% | 3.36% | 0.27% | 0.72% | 0.62% | 1.16% | 1.08% | 1.10% | 15.97% |
| 2018 | 1.52% | -2.32% | -0.35% | -0.14% | 0.84% | -0.00% | 1.25% | 0.94% | -0.14% | -3.60% | 0.86% | -2.36% | -3.58% |
| 2017 | 1.04% | 1.61% | 0.29% | 1.08% | 1.14% | 0.28% | 1.05% | 0.49% | 0.63% | 0.90% | 0.82% | 0.63% | 10.43% |
| 2016 | -1.64% | -0.08% | 3.42% | 0.81% | 0.51% | 0.73% | 2.09% | 0.09% | 0.22% | -1.29% | -0.44% | 1.04% | 5.49% |
| 2015 | 0.50% | 1.78% | -0.21% | 0.42% | 0.21% | -1.54% | 1.06% | -2.76% | -1.03% | 3.04% | -0.14% | -1.09% | 0.12% |
| 2014 | -1.08% | 2.33% | -0.07% | 0.78% | 1.41% | 0.91% | -1.04% | -0.21% | -1.40% | 1.21% | 1.05% | -0.50% | 3.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JHMPX is 6, indicating that it is in the bottom 6% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio (JHMPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio granted a 2.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.29 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.29 | $0.29 | $1.41 | $1.05 | $0.87 | $0.65 | $0.55 | $0.46 | $0.61 | $0.59 | $0.40 |
Dividend yield | 2.22% | 2.42% | 11.76% | 6.67% | 5.55% | 4.38% | 4.12% | 3.21% | 4.49% | 4.43% | 2.87% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Variable Insurance Trust Lifestyle Moderate 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 | $0.02 | $0.00 | $0.28 | $0.29 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.32 | $1.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.41 | $1.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.37 | $0.87 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.30 | $0.65 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.35 | $0.55 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.33 | $0.46 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.33 | $0.61 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.35 | $0.59 |
| 2014 | $0.40 | $0.40 |
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 John Hancock Variable Insurance Trust Lifestyle Moderate 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 Moderate Portfolio was 22.32%, occurring on Oct 25, 2023. The portfolio has not yet recovered.
The current John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio drawdown is 5.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.32% | Nov 8, 2021 | 494 | Oct 25, 2023 | — | — | — |
| -17.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -7.77% | Jan 29, 2018 | 229 | Dec 24, 2018 | 56 | Mar 18, 2019 | 285 |
| -6.97% | Apr 27, 2015 | 202 | Feb 11, 2016 | 78 | Jun 3, 2016 | 280 |
| -4.54% | Aug 26, 2014 | 37 | Oct 16, 2014 | 76 | Feb 5, 2015 | 113 |
Volatility
Volatility Chart
The current John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio volatility is 1.74%, 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.