John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX)
The fund operates as a fund of funds and normally invests approximately 80% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 20% in underlying funds that invest primarily in equity securities. Underlying funds may be affiliated or unaffiliated and may include exchange-traded funds (ETFs).
Fund Info
| ISIN | US47804U2437 |
|---|---|
| Issuer | John Hancock |
| Inception Date | Dec 29, 2013 |
| Category | Diversified Portfolio |
| Min. Investment | $1,000,000 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JLCSX features an expense ratio of 0.51%, falling within the medium range.
Share Price Chart
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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.
Returns By Period
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio had a return of 7.03% year-to-date (YTD) and 13.23% in the last 12 months. Over the past 10 years, John Hancock Funds Multi-Index Lifestyle Conservative Portfolio had an annualized return of 3.74%, while the S&P 500 had an annualized return of 10.85%, indicating that John Hancock Funds Multi-Index Lifestyle Conservative Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 7.03% | 17.79% |
| 1 month | 1.36% | 0.18% |
| 6 months | 5.95% | 7.53% |
| 1 year | 13.23% | 26.42% |
| 5 years (annualized) | 3.50% | 13.48% |
| 10 years (annualized) | 3.74% | 10.85% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.20% | 0.30% | 1.45% | -2.20% | 2.05% | 0.85% | 2.11% | 1.67% | 7.03% | ||||
| 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% |
| 2020 | 0.93% | -1.11% | -7.11% | 5.23% | 2.58% | 1.11% | 2.78% | 0.90% | -1.08% | -0.63% | 4.02% | 1.64% | 9.06% |
| 2019 | 3.22% | 0.88% | 1.51% | 0.86% | -0.48% | 2.53% | 0.28% | 1.03% | 0.16% | 0.65% | 0.37% | 1.12% | 12.76% |
| 2018 | 0.28% | -1.78% | 0.08% | -0.38% | 0.58% | -0.10% | 0.96% | 0.67% | -0.04% | -2.09% | 0.39% | -1.09% | -2.56% |
| 2017 | 0.78% | 1.16% | 0.04% | 0.86% | 0.85% | -0.01% | 0.94% | 0.47% | 0.18% | 0.37% | 0.28% | 0.49% | 6.60% |
| 2016 | -0.80% | 0.61% | 3.27% | 0.98% | 0.19% | 1.96% | 1.33% | 0.00% | 0.25% | -1.13% | -1.24% | 0.94% | 6.46% |
| 2015 | 1.45% | 0.76% | -0.20% | 0.19% | -0.28% | -1.61% | 0.58% | -2.03% | -0.43% | 2.09% | -0.49% | -1.16% | -1.19% |
| 2014 | 0.40% | 1.79% | -0.01% | 0.79% | 1.27% | 0.52% | -0.96% | 1.75% | -1.72% | 1.26% | 0.67% | -0.59% | 5.24% |
| 2013 | -0.10% | -0.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JLCSX is 76, placing it in the top 24% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio granted a 3.41% dividend yield in the last twelve months. The annual payout for that period amounted to $0.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.34 | $0.45 | $0.56 | $0.40 | $0.43 | $0.43 | $0.34 | $0.32 | $0.23 | $0.19 |
Dividend yield | 3.41% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.14 | |||
| 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.
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 0.19%.
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 |
| -4.78% | Jan 29, 2018 | 229 | Dec 24, 2018 | 28 | Feb 5, 2019 | 257 |
| -2.94% | Sep 8, 2016 | 60 | Dec 1, 2016 | 56 | Feb 23, 2017 | 116 |
Volatility
Volatility Chart
The current John Hancock Funds Multi-Index Lifestyle Conservative Portfolio volatility is 1.06%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.