- ISIN
- US47805T8493
- Issuer
- John Hancock
- Inception Date
- Mar 29, 2016
- Category
- Target Retirement Date
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
JIEHX Performance Chart
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) is up 12.5% since the beginning of the year. JIEHX is currently trading at $21 per share. Investors who bought $1,000 worth of JIEHX shares 5 years ago would now be looking at an investment worth $1,631.
Loading charts...
Returns By Period
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has returned 12.46% so far this year and 28.62% over the past 12 months.
John Hancock Funds Multi-Index 2060 Lifetime Portfolio
- 1D
- 1.22%
- 1M
- 1.96%
- YTD
- 12.46%
- 6M
- 12.11%
- 1Y
- 28.62%
- 3Y*
- 18.46%
- 5Y*
- 10.28%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JIEHX Monthly Returns History
Based on dividend-adjusted daily data since Jan 3, 2017, JIEHX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Mar 2020 at -13.6%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JIEHX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.4%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.09% | 1.89% | -6.14% | 8.96% | 4.29% | 0.39% | 12.46% | ||||||
| 2025 | 3.02% | -0.55% | -3.68% | 0.32% | 5.27% | 4.40% | 1.04% | 2.86% | 3.28% | 1.67% | 0.32% | 0.85% | 20.12% |
| 2024 | -0.21% | 4.29% | 3.15% | -3.85% | 4.21% | 1.39% | 2.48% | 2.23% | 2.25% | -2.07% | 4.36% | -3.36% | 15.37% |
| 2023 | 7.02% | -3.32% | 2.16% | 1.09% | -1.70% | 5.90% | 3.42% | -3.09% | -4.52% | -3.26% | 8.99% | 5.56% | 18.47% |
| 2022 | -4.70% | -2.54% | 1.57% | -7.82% | 0.51% | -7.93% | 6.56% | -3.78% | -9.17% | 6.02% | 7.92% | -4.42% | -18.03% |
| 2021 | -0.21% | 2.87% | 2.65% | 4.01% | 1.37% | 1.29% | 0.51% | 2.34% | -4.08% | 5.10% | -2.27% | 3.90% | 18.48% |
Benchmark Metrics
John Hancock Funds Multi-Index 2060 Lifetime Portfolio has an annualized alpha of -0.41%, beta of 0.87, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since January 03, 2017.
- This fund participated in 91.72% of S&P 500 Index downside but only 85.05% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.87 and R2 of 0.95, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.41%
- Beta
- 0.87
- R²
- 0.95
- Upside Capture
- 85.05%
- Downside Capture
- 91.72%
Expense Ratio
JIEHX has an expense ratio of 0.01%, which is considered low.
Return for Risk
Risk / Return Rank
JIEHX ranks 68 for risk / return — better than 68% 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 2060 Lifetime Portfolio (JIEHX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JIEHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 2.78 | +0.30 |
| Martin ratioReturn relative to average drawdown | 13.37 | 12.44 | +0.93 |
Dividends
Dividend History
John Hancock Funds Multi-Index 2060 Lifetime Portfolio provided a 3.15% dividend yield over the last twelve months, with an annual payout of $0.65 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.65 | $0.28 | $0.30 | $0.80 | $0.81 | $0.44 | $0.85 | $0.74 | $0.22 |
Dividend yield | 3.15% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2060 Lifetime 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 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.80 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock Funds Multi-Index 2060 Lifetime 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 2060 Lifetime Portfolio was 32.55%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current John Hancock Funds Multi-Index 2060 Lifetime Portfolio drawdown is 0.38%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.55%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -25.70%Oct 2022 | 11mo 9d | 1y 4mo | 2y 3moNov 2021 - Feb 2024 |
Rate-hike selloffLate 2018 | -17.83%Dec 2018 | 10mo 29d | 5mo 28d | 1y 4moJan 2018 - Jun 2019 |
2025 selloff2025 | -16.15%Apr 2025 | 1mo 18d | 1mo 27d | 3mo 15dFeb 2025 - Jun 2025 |
2026 pullback2026 | -9.18%Mar 2026 | 1mo 2d | 17d | 1mo 19dFeb 2026 - Apr 2026 |
Drawdown Indicators
| JIEHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -56.78% | +24.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.18% | -9.10% | -0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -16.15% | -18.90% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -25.43% | -0.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.38% | -1.80% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -10.71% | +5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.03% | +0.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with JIEHX
Add John Hancock Funds Multi-Index 2060 Lifetime Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with JIEHX