PortfoliosLab logo
John Hancock Funds Multi-Index Lifestyle Conservat...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US47804U2437

Inception Date

Dec 29, 2013

Min. Investment

$1,000,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

JLCSX has an expense ratio of 0.51%, placing it in the medium range.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX) returned 2.96% year-to-date (YTD) and 7.83% over the past 12 months. Over the past 10 years, JLCSX returned 2.67% annually, underperforming the S&P 500 benchmark at 10.85%.


JLCSX

YTD

2.96%

1M

0.98%

6M

1.21%

1Y

7.83%

3Y*

4.30%

5Y*

2.29%

10Y*

2.67%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of JLCSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.29%1.18%-0.80%0.29%0.98%2.96%
2024-0.20%0.30%1.45%-2.20%2.05%0.85%2.11%1.67%1.35%-1.73%1.76%-1.69%5.72%
20233.97%-2.48%2.21%0.73%-1.34%1.62%1.14%-1.03%-2.51%-1.61%5.23%3.84%9.81%
2022-2.52%-1.57%-1.01%-4.38%0.60%-4.24%4.17%-2.80%-5.25%1.86%4.52%-2.92%-13.25%
2021-0.71%-0.53%0.09%1.61%0.71%0.67%0.79%0.52%-1.61%1.06%-0.96%-1.22%0.36%
20200.93%-1.10%-7.11%5.23%2.58%1.11%2.78%0.90%-1.07%-0.64%4.02%0.37%7.70%
20193.22%0.88%1.51%0.86%-0.47%2.53%0.28%1.03%0.17%0.65%0.37%-0.23%11.28%
20180.28%-1.78%0.09%-0.38%0.58%-0.10%0.96%0.67%-0.04%-2.10%0.39%-2.56%-4.00%
20170.78%1.16%0.04%0.86%0.85%0.00%0.94%0.47%0.19%0.37%0.28%-0.37%5.70%
2016-0.80%0.61%3.28%0.98%0.19%1.96%1.33%-0.00%0.25%-1.13%-1.24%0.30%5.78%
20151.45%0.76%-0.20%0.19%-0.29%-1.61%0.58%-2.03%-0.42%2.09%-0.49%-1.28%-1.30%
20140.40%1.79%-0.01%0.79%1.27%0.52%-0.96%1.75%-1.72%1.26%0.67%-0.59%5.23%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, JLCSX is among the top 14% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of JLCSX is 8686
Overall Rank
The Sharpe Ratio Rank of JLCSX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of JLCSX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of JLCSX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of JLCSX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of JLCSX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

John Hancock Funds Multi-Index Lifestyle Conservative Portfolio Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 1.54
  • 5-Year: 0.35
  • 10-Year: 0.42
  • All Time: 0.48

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of John Hancock Funds Multi-Index Lifestyle Conservative Portfolio compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


Loading data...

Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

John Hancock Funds Multi-Index Lifestyle Conservative Portfolio provided a 3.73% dividend yield over the last twelve months, with an annual payout of $0.39 per share.


2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.39$0.36$0.34$0.45$0.56$0.40$0.43$0.43$0.34$0.32$0.23$0.19

Dividend yield

3.73%3.58%3.45%4.79%5.09%3.53%4.00%4.32%3.16%3.13%2.29%1.86%

Monthly Dividends

The table displays the monthly dividend distributions for John Hancock Funds Multi-Index Lifestyle Conservative Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.07$0.00$0.00$0.07
2024$0.00$0.00$0.04$0.00$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.13$0.36
2023$0.00$0.00$0.04$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.14$0.34
2022$0.00$0.00$0.03$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.25$0.45
2021$0.00$0.00$0.02$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.42$0.56
2020$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.05$0.00$0.00$0.26$0.40
2019$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.26$0.43
2018$0.00$0.00$0.03$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.28$0.43
2017$0.00$0.00$0.02$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.21$0.34
2016$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.18$0.32
2015$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.11$0.23
2014$0.04$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.10$0.19

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 data...

Worst Drawdowns

The table below displays the maximum drawdowns of the John Hancock Funds Multi-Index Lifestyle Conservative 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 Conservative Portfolio was 19.11%, occurring on Oct 20, 2022. Recovery took 590 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-19.11%Nov 8, 2021240Oct 20, 2022590Feb 28, 2025830
-16.13%Feb 24, 202020Mar 20, 202054Jun 8, 202074
-6.57%Apr 27, 2015186Jan 20, 201677May 10, 2016263
-5.2%Jan 29, 2018231Dec 27, 201856Mar 20, 2019287
-4.12%Mar 3, 202527Apr 8, 202526May 15, 202553
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...