Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Funds Multimanager 2055 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.
Loading graphics...
Returns By Period
John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) has returned -4.58% so far this year and 9.62% over the past 12 months. Over the last ten years, JLKUX has returned 9.24% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
John Hancock Funds Multimanager 2055 Lifetime Portfolio
- 1D
- -0.47%
- 1M
- -9.28%
- YTD
- -4.58%
- 6M
- -6.67%
- 1Y
- 9.62%
- 3Y*
- 11.68%
- 5Y*
- 5.41%
- 10Y*
- 9.24%
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%
Monthly Returns
Based on dividend-adjusted daily data since Mar 28, 2014, JLKUX's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, your investment would double in approximately 8.1 years.
Historically, 63% of months were positive and 37% 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 3 months.
On a daily basis, JLKUX closed higher 51% 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 | 3.38% | 1.74% | -9.28% | -4.58% | |||||||||
| 2025 | 4.83% | -4.77% | -1.50% | 0.00% | 5.59% | 4.33% | 0.77% | 3.05% | 2.67% | 1.30% | -0.14% | -3.31% | 12.97% |
| 2024 | -0.09% | 4.67% | 3.48% | -3.88% | 4.13% | 1.46% | 2.04% | 1.91% | 1.88% | -1.76% | 4.57% | -3.40% | 15.52% |
| 2023 | 7.61% | -3.29% | 1.96% | 0.71% | -1.50% | 5.80% | 3.46% | -3.07% | -4.51% | -3.32% | 9.04% | 5.55% | 18.68% |
| 2022 | -4.87% | -2.52% | 0.81% | -8.41% | 0.17% | -7.95% | 6.55% | -3.47% | -9.23% | 5.69% | 7.98% | -4.47% | -19.64% |
| 2021 | 0.08% | 3.31% | 2.21% | 4.18% | 1.00% | 1.28% | -0.07% | 2.17% | -3.71% | 4.56% | -3.14% | 3.26% | 15.82% |
Benchmark Metrics
John Hancock Funds Multimanager 2055 Lifetime Portfolio has an annualized alpha of -1.08%, beta of 0.85, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since March 31, 2014.
- This fund participated in 96.48% of S&P 500 Index downside but only 85.10% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.85 and R² of 0.88, 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
- -1.08%
- Beta
- 0.85
- R²
- 0.88
- Upside Capture
- 85.10%
- Downside Capture
- 96.48%
Expense Ratio
JLKUX has an expense ratio of 0.05%, which is considered low.
Return for Risk
Risk / Return Rank
JLKUX ranks 15 for risk / return — in the bottom 15% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Funds Multimanager 2055 Lifetime Portfolio (JLKUX) and compare them to a chosen benchmark (S&P 500 Index).
| JLKUX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.90 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.82 | 1.39 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.21 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.40 | -1.18 |
Martin ratioReturn relative to average drawdown | 0.84 | 6.61 | -5.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore JLKUX 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 Multimanager 2055 Lifetime Portfolio provided a 1.96% dividend yield over the last twelve months, with an annual payout of $0.25 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.25 | $0.39 | $0.35 | $1.40 | $1.32 | $0.55 | $0.96 | $1.10 | $0.39 | $0.49 | $0.29 |
Dividend yield | 1.96% | 1.87% | 3.23% | 3.28% | 15.00% | 9.92% | 4.36% | 8.74% | 11.46% | 3.34% | 4.83% | 2.95% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.25 | $0.25 |
| 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 | $1.32 | $1.32 |
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.
Loading graphics...
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 32.07%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current John Hancock Funds Multimanager 2055 Lifetime Portfolio drawdown is 9.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.07% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -28.12% | Nov 9, 2021 | 235 | Oct 14, 2022 | 358 | Mar 20, 2024 | 593 |
| -18.47% | Jan 29, 2018 | 229 | Dec 24, 2018 | 131 | Jul 3, 2019 | 360 |
| -17.86% | May 22, 2015 | 183 | Feb 11, 2016 | 143 | Sep 6, 2016 | 326 |
| -16.88% | Feb 18, 2025 | 35 | Apr 8, 2025 | 39 | Jun 9, 2025 | 74 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...