- ISIN
- US47804U2437
- 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
JLCSX Performance Chart
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX) is up 3.6% since the beginning of the year. JLCSX is currently trading at $11 per share. Investors who bought $1,000 worth of JLCSX shares 5 years ago would now be looking at an investment worth $1,183.
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Returns By Period
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX) has returned 3.55% so far this year and 9.84% over the past 12 months. Over the last ten years, JLCSX has returned 4.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio
- 1D
- 0.46%
- 1M
- 1.11%
- YTD
- 3.55%
- 6M
- 3.50%
- 1Y
- 9.84%
- 3Y*
- 8.07%
- 5Y*
- 3.41%
- 10Y*
- 4.35%
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
JLCSX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 2013, JLCSX's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, an investment would double in approximately 16.1 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +5.2%, while the worst month was Mar 2020 at -7.1%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JLCSX closed higher 47% of trading days. The best single day was Mar 13, 2020 with a return of +3.3%, while the worst single day was Mar 12, 2020 at -4.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.94% | 1.40% | -2.70% | 2.56% | 1.20% | 0.18% | 3.55% | ||||||
| 2025 | 1.29% | 1.18% | -0.81% | 0.29% | 0.98% | 2.02% | 0.19% | 1.63% | 1.23% | 0.66% | 0.56% | 0.14% | 9.74% |
| 2024 | -0.20% | 0.30% | 1.45% | -2.20% | 2.05% | 0.85% | 2.11% | 1.67% | 1.35% | -1.73% | 1.76% | -1.70% | 5.71% |
| 2023 | 3.97% | -2.48% | 2.21% | 0.73% | -1.34% | 1.62% | 1.14% | -1.03% | -2.51% | -1.61% | 5.23% | 3.83% | 9.80% |
| 2022 | -2.52% | -1.57% | -1.01% | -4.38% | 0.60% | -4.25% | 4.17% | -2.80% | -5.25% | 1.86% | 4.52% | -1.52% | -12.01% |
| 2021 | -0.71% | -0.53% | 0.09% | 1.61% | 0.70% | 0.67% | 0.79% | 0.52% | -1.60% | 1.06% | -0.96% | 1.44% | 3.06% |
Benchmark Metrics
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio has an annualized alpha of 0.99%, beta of 0.26, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since December 31, 2013.
- This fund participated in 38.53% of S&P 500 Index downside but only 30.62% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.26 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
- 0.99%
- Beta
- 0.26
- R²
- 0.59
- Upside Capture
- 30.62%
- Downside Capture
- 38.53%
Expense Ratio
JLCSX has an expense ratio of 0.51%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JLCSX ranks 67 for risk / return — better than 67% 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 Conservative Portfolio (JLCSX) 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.
| JLCSX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.32 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 2.46 | +0.21 |
| Martin ratioReturn relative to average drawdown | 11.76 | 10.92 | +0.85 |
Dividends
Dividend History
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio provided a 3.55% dividend yield over the last twelve months, with an annual payout of $0.39 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 | $0.39 | $0.40 | $0.36 | $0.34 | $0.45 | $0.56 | $0.40 | $0.43 | $0.43 | $0.21 | $0.32 | $0.23 |
Dividend yield | 3.55% | 3.76% | 3.58% | 3.45% | 4.79% | 5.09% | 3.53% | 4.00% | 4.32% | 2.02% | 3.13% | 2.29% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.40 |
| 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 |
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 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 16.93%, occurring on Oct 14, 2022. Recovery took 438 trading sessions.
The current John Hancock Funds Multi-Index Lifestyle Conservative Portfolio drawdown is 0.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -16.93%Oct 2022 | 11mo 10d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
COVID crash2020 | -16.13%Mar 2020 | 25d | 2mo 20d | 3mo 15dFeb 2020 - Jun 2020 |
2016 pullback2016 | -6.47%Jan 2016 | 8mo 28d | 3mo 21d | 1y 14dApr 2015 - May 2016 |
Rate-hike selloffLate 2018 | -5.03%Dec 2018 | 1y 5d | 1mo 23d | 1y 1moDec 2017 - Feb 2019 |
2025 selloff2025 | -4.12%Apr 2025 | 1mo 6d | 1mo 7d | 2mo 13dMar 2025 - May 2025 |
Drawdown Indicators
| JLCSX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.93% | -56.78% | +39.85% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -9.10% | +5.43% |
Max Drawdown (3Y)Largest decline over 3 years | -5.28% | -18.90% | +13.62% |
Max Drawdown (5Y)Largest decline over 5 years | -16.93% | -25.43% | +8.50% |
Max Drawdown (10Y)Largest decline over 10 years | -16.93% | -33.92% | +16.99% |
Current DrawdownCurrent decline from peak | -0.09% | -3.21% | +3.12% |
Average DrawdownAverage peak-to-trough decline | -2.51% | -10.71% | +8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 2.04% | -1.21% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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