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John Hancock Funds Multi-Index Lifestyle Growth Po...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US47804U2353
Inception Date
Dec 29, 2013
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

Performance Chart

The chart shows the growth of an initial investment of $10,000 in John Hancock Funds Multi-Index Lifestyle Growth 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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S&P 500 Index

Returns By Period

John Hancock Funds Multi-Index Lifestyle Growth Portfolio (JLGSX) has returned -2.60% so far this year and 14.46% over the past 12 months. Over the last ten years, JLGSX has returned 8.63% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


John Hancock Funds Multi-Index Lifestyle Growth Portfolio

1D
-0.22%
1M
-7.40%
YTD
-2.60%
6M
-0.16%
1Y
14.46%
3Y*
12.06%
5Y*
6.43%
10Y*
8.63%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 31, 2013, JLGSX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.2%, while the worst month was Mar 2020 at -12.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.

On a daily basis, JLGSX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +7.3%, while the worst single day was Mar 16, 2020 at -9.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.95%2.18%-7.40%-2.60%
20252.69%0.00%-2.85%0.00%4.12%3.73%0.73%2.69%2.62%1.31%0.55%0.62%17.24%
2024-0.52%3.31%2.95%-3.77%3.66%0.99%2.93%2.05%1.86%-2.13%3.96%-3.58%11.87%
20236.45%-3.31%1.71%1.03%-2.03%5.09%2.87%-2.71%-4.13%-3.18%8.12%5.41%15.31%
2022-4.22%-2.12%1.32%-6.96%0.49%-7.28%6.09%-3.49%-8.45%5.56%7.14%-3.97%-16.18%
2021-0.32%2.45%2.32%3.40%1.39%1.08%0.50%1.84%-3.48%4.33%-2.14%3.52%15.60%

Benchmark Metrics

John Hancock Funds Multi-Index Lifestyle Growth Portfolio has an annualized alpha of -0.57%, beta of 0.76, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.

  • This fund participated in 84.99% of S&P 500 Index downside but only 74.67% of its upside — more exposed to losses than it benefited from rallies.

Alpha
-0.57%
Beta
0.76
0.94
Upside Capture
74.67%
Downside Capture
84.99%

Expense Ratio

JLGSX has an expense ratio of 0.32%, placing it in the medium range.


Return for Risk

Risk / Return Rank

JLGSX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


JLGSX Risk / Return Rank: 5959
Overall Rank
JLGSX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
JLGSX Sortino Ratio Rank: 5959
Sortino Ratio Rank
JLGSX Omega Ratio Rank: 5959
Omega Ratio Rank
JLGSX Calmar Ratio Rank: 5353
Calmar Ratio Rank
JLGSX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for John Hancock Funds Multi-Index Lifestyle Growth Portfolio (JLGSX) and compare them to a chosen benchmark (S&P 500 Index).


JLGSXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.09

0.90

+0.19

Sortino ratio

Return per unit of downside risk

1.58

1.39

+0.19

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.30

1.40

-0.09

Martin ratio

Return relative to average drawdown

6.23

6.61

-0.38

Explore JLGSX 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 Growth Portfolio provided a 4.29% dividend yield over the last twelve months, with an annual payout of $0.60 per share.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.60$0.60$0.25$0.26$1.31$0.90$0.47$0.96$1.02$0.35$0.32$0.19

Dividend yield

4.29%4.18%1.99%2.21%12.77%6.53%3.74%8.28%9.99%2.85%2.96%1.82%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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$0.60$0.60
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26$0.26
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.31$1.31
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90$0.90

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 Growth 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 Growth Portfolio was 30.00%, occurring on Mar 23, 2020. Recovery took 108 trading sessions.

The current John Hancock Funds Multi-Index Lifestyle Growth Portfolio drawdown is 7.65%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30%Feb 20, 202023Mar 23, 2020108Aug 25, 2020131
-23.39%Nov 9, 2021235Oct 14, 2022349Mar 7, 2024584
-15.72%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-14.97%May 22, 2015183Feb 11, 2016117Jul 29, 2016300
-13.39%Feb 19, 202535Apr 8, 202528May 19, 202563

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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