John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX)
The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2050. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
Fund Info
| ISIN | US47803M3253 |
|---|---|
| Issuer | John Hancock |
| Inception Date | Apr 28, 2011 |
| Category | Target Retirement Date |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JLKOX has an expense ratio of 0.05%, which is considered low compared to other funds.
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 Multimanager 2050 Lifetime 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 Multimanager 2050 Lifetime Portfolio had a return of 13.56% year-to-date (YTD) and 22.43% in the last 12 months. Over the past 10 years, John Hancock Funds Multimanager 2050 Lifetime Portfolio had an annualized return of 8.31%, while the S&P 500 had an annualized return of 10.85%, indicating that John Hancock Funds Multimanager 2050 Lifetime Portfolio did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.56% | 17.79% |
| 1 month | 0.16% | 0.18% |
| 6 months | 5.72% | 7.53% |
| 1 year | 22.43% | 26.42% |
| 5 years (annualized) | 10.16% | 13.48% |
| 10 years (annualized) | 8.31% | 10.85% |
Monthly Returns
The table below presents the monthly returns of JLKOX, 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 | -0.09% | 4.71% | 3.46% | -3.84% | 3.48% | 2.10% | 1.97% | 1.94% | 13.56% | ||||
| 2023 | 7.59% | -3.29% | 2.00% | 0.69% | -1.46% | 5.72% | 3.55% | -3.16% | -4.47% | -3.31% | 9.07% | 5.51% | 18.67% |
| 2022 | -4.86% | -2.44% | 0.68% | -8.45% | 0.25% | -7.97% | 6.61% | -3.52% | -9.29% | 5.84% | 7.96% | -4.53% | -19.67% |
| 2021 | 0.07% | 3.27% | 2.30% | 4.15% | 1.01% | 1.27% | -0.07% | 2.18% | -3.68% | 4.49% | -3.15% | 3.30% | 15.81% |
| 2020 | -1.37% | -6.40% | -13.77% | 11.25% | 5.30% | 3.39% | 5.58% | 5.11% | -3.03% | -1.15% | 11.73% | 5.05% | 20.38% |
| 2019 | 8.26% | 2.69% | 1.05% | 3.03% | -5.79% | 6.33% | 0.17% | -2.34% | 1.46% | 2.28% | 2.64% | 3.27% | 24.75% |
| 2018 | 5.01% | -3.95% | -1.01% | 0.47% | 0.94% | -0.46% | 2.41% | 1.14% | -0.22% | -7.51% | 1.79% | -7.14% | -8.96% |
| 2017 | 2.59% | 2.52% | 1.19% | 1.42% | 1.73% | 0.81% | 2.42% | 0.24% | 1.96% | 1.92% | 1.81% | 1.07% | 21.52% |
| 2016 | -5.83% | -0.77% | 6.92% | 1.28% | 0.81% | -0.36% | 4.03% | 0.60% | 0.60% | -1.87% | 2.00% | 1.50% | 8.71% |
| 2015 | -1.62% | 5.11% | -0.91% | 1.75% | 0.57% | -1.79% | 0.58% | -5.92% | -3.15% | 6.77% | -0.00% | -2.07% | -1.32% |
| 2014 | -2.84% | 4.69% | -0.00% | -0.09% | 2.11% | 2.07% | -1.78% | 2.97% | -2.97% | 1.57% | 1.14% | -1.02% | 5.70% |
| 2013 | 4.31% | 0.29% | 2.35% | 1.73% | 1.13% | -2.24% | 4.67% | -2.00% | 4.46% | 3.56% | 1.72% | 1.92% | 23.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JLKOX is 52, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) 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 Multimanager 2050 Lifetime Portfolio granted a 2.83% 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 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.36 | $1.78 | $1.40 | $0.64 | $1.12 | $1.33 | $0.85 | $0.72 | $0.61 | $0.57 | $0.42 |
Dividend yield | 2.83% | 3.22% | 18.51% | 9.85% | 4.79% | 9.55% | 12.92% | 6.67% | 6.43% | 5.53% | 4.85% | 3.65% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multimanager 2050 Lifetime 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.78 | $1.78 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.40 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $1.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2013 | $0.42 | $0.42 |
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 Multimanager 2050 Lifetime 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 Multimanager 2050 Lifetime Portfolio was 32.04%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current John Hancock Funds Multimanager 2050 Lifetime Portfolio drawdown is 0.87%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.04% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -28.08% | Nov 9, 2021 | 235 | Oct 14, 2022 | 358 | Mar 20, 2024 | 593 |
| -22.03% | May 2, 2011 | 108 | Oct 3, 2011 | 238 | Sep 13, 2012 | 346 |
| -18.49% | Jan 29, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
| -17.91% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
Volatility
Volatility Chart
The current John Hancock Funds Multimanager 2050 Lifetime Portfolio volatility is 3.86%, 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.