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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in John Hancock Funds Multi-Index 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.
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Returns By Period
John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) has returned -4.04% so far this year and 16.72% over the past 12 months. Over the last ten years, JLKYX has returned 10.03% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
John Hancock Funds Multi-Index 2055 Lifetime Portfolio
- 1D
- -0.31%
- 1M
- -8.64%
- YTD
- -4.04%
- 6M
- -1.30%
- 1Y
- 16.72%
- 3Y*
- 14.20%
- 5Y*
- 7.74%
- 10Y*
- 10.03%
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 27, 2014, JLKYX's average daily return is +0.04%, while the average monthly return is +0.78%. At this rate, your investment would double in approximately 7.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Mar 2020 at -13.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JLKYX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.09% | 1.90% | -8.64% | -4.04% | |||||||||
| 2025 | 2.96% | -0.53% | -3.63% | 0.21% | 5.29% | 4.43% | 1.01% | 2.88% | 3.29% | 1.71% | 0.29% | 0.83% | 20.04% |
| 2024 | -0.23% | 4.22% | 3.23% | -3.92% | 4.24% | 1.45% | 2.43% | 2.30% | 2.18% | -2.07% | 4.37% | -3.30% | 15.41% |
| 2023 | 7.06% | -3.30% | 2.19% | 1.03% | -1.61% | 5.77% | 3.42% | -3.07% | -4.46% | -3.31% | 8.96% | 5.62% | 18.53% |
| 2022 | -4.67% | -2.52% | 1.55% | -7.78% | 0.47% | -7.93% | 6.56% | -3.76% | -9.23% | 6.04% | 7.94% | -4.47% | -18.04% |
| 2021 | -0.31% | 2.93% | 2.62% | 4.01% | 1.40% | 1.25% | 0.48% | 2.38% | -4.12% | 5.13% | -2.24% | 3.85% | 18.38% |
Benchmark Metrics
John Hancock Funds Multi-Index 2055 Lifetime Portfolio has an annualized alpha of -0.61%, beta of 0.88, and R² of 0.95 versus S&P 500 Index. Calculated based on daily prices since March 28, 2014.
- This fund participated in 93.78% of S&P 500 Index downside but only 86.34% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 0.88 and R² of 0.95, 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
- -0.61%
- Beta
- 0.88
- R²
- 0.95
- Upside Capture
- 86.34%
- Downside Capture
- 93.78%
Expense Ratio
JLKYX has an expense ratio of 0.01%, which is considered low.
Return for Risk
Risk / Return Rank
JLKYX ranks 57 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) and compare them to a chosen benchmark (S&P 500 Index).
| JLKYX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.90 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.39 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.40 | -0.10 |
Martin ratioReturn relative to average drawdown | 6.13 | 6.61 | -0.48 |
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 JLKYX 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 Multi-Index 2055 Lifetime Portfolio provided a 3.76% dividend yield over the last twelve months, with an annual payout of $0.61 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.61 | $0.61 | $0.26 | $0.28 | $0.89 | $0.83 | $0.50 | $0.99 | $1.08 | $0.53 | $0.35 | $0.18 |
Dividend yield | 3.76% | 3.61% | 1.77% | 2.16% | 8.08% | 5.71% | 3.88% | 8.54% | 10.69% | 4.33% | 3.23% | 1.75% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 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 | $0.61 | $0.61 |
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $0.89 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.83 |
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 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 Multi-Index 2055 Lifetime Portfolio was 32.55%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current John Hancock Funds Multi-Index 2055 Lifetime Portfolio drawdown is 9.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.55% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -25.75% | Nov 9, 2021 | 235 | Oct 14, 2022 | 339 | Feb 22, 2024 | 574 |
| -17.92% | Jan 29, 2018 | 229 | Dec 24, 2018 | 129 | Jul 1, 2019 | 358 |
| -16.94% | May 22, 2015 | 183 | Feb 11, 2016 | 124 | Aug 9, 2016 | 307 |
| -16.11% | Feb 19, 2025 | 35 | Apr 8, 2025 | 38 | Jun 3, 2025 | 73 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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