John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX)
Under normal market conditions, 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 2055. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
Fund Info
US41015K4821
Mar 25, 2014
$0
Large-Cap
Blend
Expense Ratio
JLKUX has an expense ratio of 0.05%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) returned 3.83% year-to-date (YTD) and 9.81% over the past 12 months. Over the past 10 years, JLKUX returned 3.53% annually, underperforming the S&P 500 benchmark at 10.85%.
JLKUX
3.83%
5.68%
-0.53%
9.81%
4.42%
6.06%
3.53%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JLKUX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.42% | -1.13% | -3.83% | -0.00% | 5.59% | 3.83% | |||||||
| 2024 | -0.09% | 4.67% | 3.48% | -3.88% | 4.13% | 1.46% | 2.04% | 1.91% | 1.88% | -1.76% | 4.57% | -4.72% | 13.94% |
| 2023 | 7.61% | -3.29% | 1.96% | 0.71% | -1.50% | 5.80% | 3.47% | -3.07% | -4.51% | -3.32% | 9.04% | 4.13% | 17.08% |
| 2022 | -4.87% | -2.52% | 0.81% | -8.41% | 0.18% | -7.95% | 6.55% | -3.47% | -9.23% | 5.69% | 7.98% | -15.89% | -29.25% |
| 2021 | 0.08% | 3.31% | 2.21% | 4.18% | 1.00% | 1.28% | -0.07% | 2.17% | -3.71% | 4.56% | -3.14% | -3.15% | 8.62% |
| 2020 | -1.36% | -6.46% | -13.81% | 11.33% | 5.24% | 3.42% | 5.57% | 5.10% | -2.98% | -1.14% | 11.71% | 2.53% | 17.45% |
| 2019 | 8.25% | 2.70% | 1.03% | 3.07% | -5.78% | 6.32% | 0.09% | -2.25% | 1.38% | 2.36% | 2.57% | -3.14% | 17.00% |
| 2018 | 4.94% | -3.90% | -1.01% | 0.51% | 0.93% | -0.42% | 2.28% | 1.24% | -0.24% | -7.53% | 1.77% | -14.57% | -16.25% |
| 2017 | 2.54% | 2.48% | 1.21% | 1.47% | 1.72% | 0.80% | 2.39% | 0.34% | 1.89% | 1.94% | 1.82% | -2.21% | 17.57% |
| 2016 | -5.88% | -0.75% | 6.94% | 1.22% | 0.80% | -0.30% | 3.99% | 0.58% | 0.57% | -1.80% | 1.83% | -1.36% | 5.44% |
| 2015 | -1.56% | 5.04% | -0.85% | 1.71% | 0.56% | -1.76% | 0.57% | -5.91% | -3.19% | 6.80% | -0.00% | -2.98% | -2.22% |
| 2014 | 1.30% | 0.00% | 2.07% | 2.03% | -1.90% | 2.99% | -3.00% | 1.64% | 1.24% | -1.12% | 5.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JLKUX is 39, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
John Hancock Funds Multimanager 2055 Lifetime Portfolio provided a 3.11% dividend yield over the last twelve months, with an annual payout of $0.39 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.35 | $1.40 | $1.33 | $0.55 | $0.96 | $1.10 | $0.70 | $0.49 | $0.29 | $0.23 |
Dividend yield | 3.11% | 3.23% | 3.28% | 15.01% | 9.93% | 4.35% | 8.74% | 11.46% | 5.96% | 4.83% | 2.96% | 2.26% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multimanager 2055 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2022 | $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 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.55 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.70 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2014 | $0.23 | $0.23 |
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 2055 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 2055 Lifetime Portfolio was 35.72%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current John Hancock Funds Multimanager 2055 Lifetime Portfolio drawdown is 9.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.72% | Nov 9, 2021 | 286 | Dec 28, 2022 | — | — | — |
| -35.71% | Jan 29, 2018 | 541 | Mar 23, 2020 | 114 | Sep 2, 2020 | 655 |
| -18.66% | May 22, 2015 | 183 | Feb 11, 2016 | 208 | Dec 7, 2016 | 391 |
| -8.05% | Sep 8, 2014 | 28 | Oct 15, 2014 | 28 | Nov 24, 2014 | 56 |
| -7.6% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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