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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

JLGSX Performance Chart

John Hancock Funds Multi-Index Lifestyle Growth Portfolio (JLGSX) is up 10.7% since the beginning of the year. JLGSX is currently trading at $16 per share. Investors who bought $1,000 worth of JLGSX shares 5 years ago would now be looking at an investment worth $1,474.


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S&P 500 Index

Returns By Period

John Hancock Funds Multi-Index Lifestyle Growth Portfolio (JLGSX) has returned 10.74% so far this year and 24.14% over the past 12 months. Over the last ten years, JLGSX has returned 9.81% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.


John Hancock Funds Multi-Index Lifestyle Growth Portfolio

1D
0.25%
1M
4.02%
YTD
10.74%
6M
11.35%
1Y
24.14%
3Y*
16.45%
5Y*
8.07%
10Y*
9.81%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JLGSX Monthly Returns History

Based on dividend-adjusted daily data since Dec 31, 2013, JLGSX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.

Historically, 68% of months were positive and 32% 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%-5.34%7.33%3.35%0.25%10.74%
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 -0.65%, 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 85.01% of S&P 500 Index downside but only 74.18% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-0.65%
Beta
0.76
0.94
Upside Capture
74.18%
Downside Capture
85.01%

Expense Ratio

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


Return for Risk

Risk / Return Rank

JLGSX ranks 70 for risk / return — better than 70% 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.


JLGSX Risk / Return Rank: 7070
Overall Rank
JLGSX Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
JLGSX Sortino Ratio Rank: 6767
Sortino Ratio Rank
JLGSX Omega Ratio Rank: 6666
Omega Ratio Rank
JLGSX Calmar Ratio Rank: 7171
Calmar Ratio Rank
JLGSX Martin Ratio Rank: 7676
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 S&P 500 Index.


JLGSXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.46

2.24

+0.22

Sortino ratio

Return per unit of downside risk

3.43

3.07

+0.36

Omega ratio

Gain probability vs. loss probability

1.46

1.41

+0.05

Calmar ratio

Return relative to maximum drawdown

3.28

2.93

+0.35

Martin ratio

Return relative to average drawdown

14.35

13.52

+0.83

Dividends

Dividend History

John Hancock Funds Multi-Index Lifestyle Growth Portfolio provided a 3.77% 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

3.77%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$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.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-30.00%Mar 2020
1mo 2d5mo 5d
6mo 7dFeb 2020 - Aug 2020
Bear market2022
-23.39%Oct 2022
11mo 9d1y 4mo
2y 3moNov 2021 - Mar 2024
Rate-hike selloffLate 2018
-15.72%Dec 2018
10mo 29d4mo
1y 2moJan 2018 - Apr 2019
2016 correction2016
-14.97%Feb 2016
8mo 25d5mo 19d
1y 2moMay 2015 - Jul 2016
2025 selloff2025
-13.39%Apr 2025
1mo 18d1mo 11d
2mo 29dFeb 2025 - May 2025

Drawdown Indicators


JLGSXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-30.00%

-56.78%

+26.78%

Max Drawdown (1Y)

Largest decline over 1 year

-7.65%

-9.10%

+1.45%

Max Drawdown (3Y)

Largest decline over 3 years

-13.39%

-18.90%

+5.51%

Max Drawdown (5Y)

Largest decline over 5 years

-23.39%

-25.43%

+2.04%

Max Drawdown (10Y)

Largest decline over 10 years

-30.00%

-33.92%

+3.92%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-4.12%

-10.72%

+6.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.75%

1.97%

-0.22%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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