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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Funds Multi-Index 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 Funds Multi-Index Lifestyle Balanced Portfolio (JIBRX) has returned -2.03% so far this year and 11.67% over the past 12 months. Over the last ten years, JIBRX has returned 7.07% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio
- 1D
- -0.08%
- 1M
- -6.06%
- YTD
- -2.03%
- 6M
- 0.05%
- 1Y
- 11.67%
- 3Y*
- 10.03%
- 5Y*
- 5.09%
- 10Y*
- 7.07%
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 Dec 31, 2013, JIBRX's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, your investment would double in approximately 10.5 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% | -6.06% | -2.03% | |||||||||
| 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 -0.18%, beta of 0.59, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 71.63% of S&P 500 Index downside but only 59.98% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.59 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
- -0.18%
- Beta
- 0.59
- R²
- 0.91
- Upside Capture
- 59.98%
- Downside Capture
- 71.63%
Expense Ratio
JIBRX has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JIBRX ranks 61 for risk / return — better than 61% 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 a chosen benchmark (S&P 500 Index).
| JIBRX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.90 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.39 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.40 | -0.03 |
Martin ratioReturn relative to average drawdown | 6.45 | 6.61 | -0.15 |
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 JIBRX 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 Funds Multi-Index Lifestyle Balanced Portfolio provided a 2.34% dividend yield over the last twelve months, with an annual payout of $0.29 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 | $0.29 | $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 | $0.00 | $0.00 | |||||||||
| 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.
The current John Hancock Funds Multi-Index Lifestyle Balanced Portfolio drawdown is 6.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.37% | Feb 18, 2020 | 25 | Mar 23, 2020 | 95 | Aug 6, 2020 | 120 |
| -21.78% | Nov 10, 2021 | 234 | Oct 14, 2022 | 397 | May 15, 2024 | 631 |
| -12.27% | Apr 27, 2015 | 202 | Feb 11, 2016 | 103 | Jul 11, 2016 | 305 |
| -12.11% | Jan 29, 2018 | 229 | Dec 24, 2018 | 69 | Apr 4, 2019 | 298 |
| -10.16% | Dec 9, 2024 | 82 | Apr 8, 2025 | 27 | May 16, 2025 | 109 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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