- ISIN
- US47803M3253
- Issuer
- John Hancock
- Inception Date
- Apr 28, 2011
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JLKOX Performance Chart
John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) is up 13.3% since the beginning of the year. JLKOX is currently trading at $15 per share. Investors who bought $1,000 worth of JLKOX shares 5 years ago would now be looking at an investment worth $1,472.
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Returns By Period
John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) has returned 13.25% so far this year and 21.21% over the past 12 months. Over the last ten years, JLKOX has returned 10.87% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock Funds Multimanager 2050 Lifetime Portfolio
- 1D
- 1.38%
- 1M
- 2.59%
- YTD
- 13.25%
- 6M
- 7.04%
- 1Y
- 21.21%
- 3Y*
- 16.05%
- 5Y*
- 8.04%
- 10Y*
- 10.87%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
JLKOX Monthly Returns History
Based on dividend-adjusted daily data since Apr 28, 2011, JLKOX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +11.7%, while the worst month was Mar 2020 at -13.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, JLKOX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.2%, while the worst single day was Mar 16, 2020 at -10.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.37% | 1.77% | -6.61% | 9.54% | 4.63% | 0.59% | 13.25% | ||||||
| 2025 | 4.85% | -4.70% | -1.54% | 0.00% | 5.58% | 4.35% | 0.75% | 3.03% | 2.66% | 1.33% | -0.21% | -3.85% | 12.30% |
| 2024 | -0.09% | 4.71% | 3.46% | -3.84% | 4.08% | 1.50% | 1.97% | 1.94% | 1.90% | -1.79% | 4.58% | -3.45% | 15.50% |
| 2023 | 7.59% | -3.29% | 2.00% | 0.69% | -1.46% | 5.73% | 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% | 15.80% |
Benchmark Metrics
John Hancock Funds Multimanager 2050 Lifetime Portfolio has an annualized alpha of -1.24%, beta of 0.87, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since April 28, 2011.
- This fund participated in 97.61% of S&P 500 Index downside but only 85.85% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.87 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.24%
- Beta
- 0.87
- R²
- 0.90
- Upside Capture
- 85.85%
- Downside Capture
- 97.61%
Expense Ratio
JLKOX has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
JLKOX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JLKOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 2.78 | -0.48 |
| Martin ratioReturn relative to average drawdown | 8.46 | 12.44 | -3.98 |
Dividends
Dividend History
John Hancock Funds Multimanager 2050 Lifetime Portfolio provided a 1.67% dividend yield over the last twelve months, with an annual payout of $0.26 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.40 | $0.36 | $1.78 | $1.40 | $0.64 | $1.12 | $1.33 | $0.51 | $0.72 | $0.61 |
Dividend yield | 1.67% | 1.89% | 3.22% | 3.22% | 18.51% | 9.85% | 4.79% | 9.55% | 12.92% | 4.02% | 6.43% | 5.53% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.26 | $0.26 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 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 |
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 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 0.19%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.04%Mar 2020 | 1mo 2d | 4mo 14d | 5mo 16dFeb 2020 - Aug 2020 |
Bear market2022 | -28.08%Oct 2022 | 11mo 9d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
2011 bear market2011 | -22.03%Oct 2011 | 5mo 4d | 1y 2mo | 1y 7moMay 2011 - Dec 2012 |
Rate-hike selloffLate 2018 | -18.49%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -17.91%Feb 2016 | 8mo 25d | 6mo 28d | 1y 3moMay 2015 - Sep 2016 |
Drawdown Indicators
| JLKOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -56.78% | +24.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.45% | -9.10% | -1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -16.96% | -18.90% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -25.43% | -2.65% |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | -33.92% | +1.88% |
Current DrawdownCurrent decline from peak | -0.19% | -1.80% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -10.71% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.03% | +0.66% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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