- ISIN
- US47804U2502
- Issuer
- John Hancock
- Inception Date
- Dec 29, 2013
- Category
- Diversified Portfolio
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JIBRX Performance Chart
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio (JIBRX) is up 8.3% since the beginning of the year. JIBRX is currently trading at $14 per share. Investors who bought $1,000 worth of JIBRX shares 5 years ago would now be looking at an investment worth $1,357.
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Returns By Period
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio (JIBRX) has returned 8.30% so far this year and 19.50% over the past 12 months. Over the last ten years, JIBRX has returned 7.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio
- 1D
- 0.22%
- 1M
- 2.75%
- YTD
- 8.30%
- 6M
- 9.14%
- 1Y
- 19.50%
- 3Y*
- 13.51%
- 5Y*
- 6.30%
- 10Y*
- 7.94%
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%
JIBRX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 2013, JIBRX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +8.2%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JIBRX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +5.7%, while the worst single day was Mar 16, 2020 at -7.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.26% | 1.98% | -4.41% | 5.65% | 2.60% | 0.22% | 8.30% | ||||||
| 2025 | 2.26% | 0.51% | -2.21% | -0.00% | 3.04% | 3.12% | 0.49% | 2.37% | 2.10% | 1.10% | 0.62% | 0.39% | 14.57% |
| 2024 | -0.47% | 2.34% | 2.46% | -3.40% | 3.15% | 0.94% | 2.77% | 2.00% | 1.64% | -2.02% | 3.26% | -3.16% | 9.57% |
| 2023 | 5.74% | -3.10% | 1.96% | 0.89% | -1.95% | 4.02% | 2.21% | -2.26% | -3.79% | -2.81% | 7.33% | 4.99% | 13.16% |
| 2022 | -3.76% | -1.95% | 0.47% | -6.29% | 0.44% | -6.32% | 5.47% | -3.31% | -7.53% | 4.12% | 6.36% | -3.20% | -15.50% |
| 2021 | -0.58% | 1.41% | 1.70% | 2.81% | 1.17% | 1.11% | 0.69% | 1.45% | -2.96% | 3.33% | -1.65% | 2.90% | 11.79% |
Benchmark Metrics
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio has an annualized alpha of -0.25%, beta of 0.60, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 71.65% of S&P 500 Index downside but only 59.41% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.60 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
- -0.25%
- Beta
- 0.60
- R²
- 0.91
- Upside Capture
- 59.41%
- Downside Capture
- 71.65%
Expense Ratio
JIBRX has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JIBRX ranks 71 for risk / return — better than 71% 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 Funds Multi-Index Lifestyle Balanced Portfolio (JIBRX) and compare them to S&P 500 Index.
| JIBRX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 2.39 | +0.08 |
Sortino ratioReturn per unit of downside risk | 3.51 | 3.25 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.43 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 3.11 | +0.09 |
Martin ratioReturn relative to average drawdown | 14.12 | 14.38 | -0.26 |
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 Funds Multi-Index Lifestyle Balanced Portfolio provided a 2.34% dividend yield over the last twelve months, with an annual payout of $0.32 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.33 | $0.29 | $0.28 | $1.04 | $0.81 | $0.48 | $0.76 | $0.81 | $0.33 | $0.34 | $0.22 |
Dividend yield | 2.34% | 2.60% | 2.49% | 2.64% | 10.69% | 6.33% | 3.99% | 6.71% | 8.04% | 2.86% | 3.19% | 2.15% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 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 | $0.03 | $0.00 | $0.00 | $0.00 | $0.03 | ||||||
| 2025 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.18 | $0.33 |
| 2024 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.16 | $0.29 |
| 2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.17 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.93 | $1.04 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.72 | $0.81 |
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 Funds Multi-Index 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 Funds Multi-Index Lifestyle Balanced Portfolio was 25.37%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -25.37%Mar 2020 | 1mo 2d | 4mo 16d | 5mo 18dFeb 2020 - Aug 2020 |
Bear market2022 | -21.78%Oct 2022 | 11mo 8d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
2016 correction2016 | -12.27%Feb 2016 | 9mo 20d | 5mo 1d | 1y 2moApr 2015 - Jul 2016 |
Rate-hike selloffLate 2018 | -12.11%Dec 2018 | 10mo 29d | 3mo 11d | 1y 2moJan 2018 - Apr 2019 |
2025 selloff2025 | -10.16%Apr 2025 | 4mo | 1mo 8d | 5mo 8dDec 2024 - May 2025 |
Drawdown Indicators
| JIBRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.37% | -56.78% | +31.41% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -9.10% | +2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -10.16% | -18.90% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -21.78% | -25.43% | +3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -25.37% | -33.92% | +8.55% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -10.72% | +7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.97% | -0.56% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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