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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 Conservative 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 Conservative Portfolio (JLCSX) has returned -1.22% so far this year and 6.63% over the past 12 months. Over the last ten years, JLCSX has returned 4.05% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio
- 1D
- 0.19%
- 1M
- -3.49%
- YTD
- -1.22%
- 6M
- 0.12%
- 1Y
- 6.63%
- 3Y*
- 6.68%
- 5Y*
- 2.91%
- 10Y*
- 4.05%
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, JLCSX's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, your investment would double in approximately 17.5 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% | -3.49% | -1.22% | |||||||||
| 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 1.00%, beta of 0.26, and R² of 0.59 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 38.90% of S&P 500 Index downside but only 31.20% 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
- 1.00%
- Beta
- 0.26
- R²
- 0.59
- Upside Capture
- 31.20%
- Downside Capture
- 38.90%
Expense Ratio
JLCSX has an expense ratio of 0.51%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JLCSX ranks 77 for risk / return — better than 77% 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 a chosen benchmark (S&P 500 Index).
| JLCSX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.90 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.39 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.40 | +0.43 |
Martin ratioReturn relative to average drawdown | 7.42 | 6.61 | +0.81 |
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 JLCSX 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 Conservative Portfolio provided a 3.17% dividend yield over the last twelve months, with an annual payout of $0.33 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 | $0.33 | $0.40 | $0.36 | $0.34 | $0.45 | $0.56 | $0.40 | $0.43 | $0.43 | $0.21 | $0.32 | $0.23 |
Dividend yield | 3.17% | 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 | $0.00 | $0.00 | |||||||||
| 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 3.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.93% | Nov 10, 2021 | 234 | Oct 14, 2022 | 438 | Jul 16, 2024 | 672 |
| -16.13% | Feb 24, 2020 | 20 | Mar 20, 2020 | 54 | Jun 8, 2020 | 74 |
| -6.47% | Apr 27, 2015 | 186 | Jan 20, 2016 | 77 | May 10, 2016 | 263 |
| -5.03% | Dec 19, 2017 | 255 | Dec 24, 2018 | 36 | Feb 15, 2019 | 291 |
| -4.12% | Mar 3, 2025 | 27 | Apr 8, 2025 | 26 | May 15, 2025 | 53 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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