- ISIN
- US47804U2684
- 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
JIIRX Performance Chart
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio (JIIRX) is up 13.6% since the beginning of the year. JIIRX is currently trading at $17 per share. Investors who bought $1,000 worth of JIIRX shares 5 years ago would now be looking at an investment worth $1,589.
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Returns By Period
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio (JIIRX) has returned 13.62% so far this year and 29.29% over the past 12 months. Over the last ten years, JIIRX has returned 11.53% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio
- 1D
- 0.52%
- 1M
- 5.30%
- YTD
- 13.62%
- 6M
- 14.29%
- 1Y
- 29.29%
- 3Y*
- 19.18%
- 5Y*
- 9.70%
- 10Y*
- 11.53%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
JIIRX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 2013, JIIRX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +12.1%, while the worst month was Mar 2020 at -14.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JIIRX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.2%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.49% | 2.29% | -5.97% | 8.79% | 4.07% | 0.82% | 13.62% | ||||||
| 2025 | 3.07% | -0.44% | -3.36% | -0.08% | 5.06% | 4.24% | 0.90% | 3.08% | 3.05% | 1.48% | 0.51% | 0.72% | 19.50% |
| 2024 | -0.59% | 4.21% | 3.31% | -4.06% | 4.15% | 0.94% | 3.02% | 2.18% | 1.99% | -2.24% | 4.50% | -4.03% | 13.62% |
| 2023 | 7.12% | -3.32% | 1.39% | 1.01% | -2.09% | 6.11% | 3.66% | -3.20% | -4.43% | -3.64% | 8.88% | 5.74% | 17.23% |
| 2022 | -4.69% | -2.28% | 1.88% | -7.60% | 0.56% | -8.25% | 6.75% | -3.73% | -9.34% | 6.69% | 7.75% | -4.56% | -17.31% |
| 2021 | -0.15% | 3.41% | 2.93% | 3.94% | 1.54% | 1.10% | 0.34% | 2.18% | -3.93% | 5.20% | -2.57% | 4.20% | 19.30% |
Benchmark Metrics
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio has an annualized alpha of -1.08%, beta of 0.92, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 97.28% of S&P 500 Index downside but only 88.80% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.92 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
- -1.08%
- Beta
- 0.92
- R²
- 0.95
- Upside Capture
- 88.80%
- Downside Capture
- 97.28%
Expense Ratio
JIIRX has an expense ratio of 0.27%, which is considered low.
Return for Risk
Risk / Return Rank
JIIRX ranks 70 for risk / return — better than 70% 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 Aggressive Portfolio (JIIRX) and compare them to S&P 500 Index.
| JIIRX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.46 | 2.24 | +0.22 |
Sortino ratioReturn per unit of downside risk | 3.37 | 3.07 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.41 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.35 | 2.93 | +0.43 |
Martin ratioReturn relative to average drawdown | 14.70 | 13.52 | +1.17 |
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 Aggressive Portfolio provided a 4.39% dividend yield over the last twelve months, with an annual payout of $0.76 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 | $0.76 | $0.76 | $0.24 | $0.23 | $1.42 | $1.11 | $0.44 | $1.11 | $1.25 | $0.44 | $0.34 | $0.19 |
Dividend yield | 4.39% | 4.99% | 1.81% | 1.94% | 13.64% | 7.78% | 3.40% | 9.52% | 12.29% | 3.49% | 3.16% | 1.88% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index Lifestyle Aggressive 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 | $0.76 | $0.76 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
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 Aggressive 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 Aggressive Portfolio was 34.72%, occurring on Mar 23, 2020. Recovery took 111 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.72%Mar 2020 | 1mo 2d | 5mo 8d | 6mo 10dFeb 2020 - Aug 2020 |
Bear market2022 | -25.23%Oct 2022 | 11mo 7d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
Rate-hike selloffLate 2018 | -19.35%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -17.76%Feb 2016 | 8mo 25d | 6mo 2d | 1y 2moMay 2015 - Aug 2016 |
2025 selloff2025 | -16.03%Apr 2025 | 1mo 18d | 1mo 29d | 3mo 17dFeb 2025 - Jun 2025 |
Drawdown Indicators
| JIIRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -56.78% | +22.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -9.10% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -16.03% | -18.90% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -25.23% | -25.43% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -33.92% | -0.80% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -10.72% | +5.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.97% | +0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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