John Hancock Funds Multi-Index Lifestyle Moderate Portfolio (JLMRX)
The fund operates as a fund of funds and normally invests approximately 60% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 40% in underlying funds that invest primarily in equity securities. Underlying funds may be affiliated or unaffiliated and may include exchange-traded funds (ETFs).
Fund Info
US47804U2270
Dec 29, 2013
$1,000,000
Large-Cap
Blend
Expense Ratio
JLMRX has an expense ratio of 0.45%, placing it in the medium range.
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 Multi-Index Lifestyle Moderate Portfolio (JLMRX) returned 3.26% year-to-date (YTD) and 8.83% over the past 12 months. Over the past 10 years, JLMRX returned 3.12% annually, underperforming the S&P 500 benchmark at 10.85%.
JLMRX
3.26%
2.02%
0.69%
8.83%
4.33%
3.46%
3.12%
^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 JLMRX, 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 | 1.76% | 0.91% | -1.43% | 0.00% | 2.02% | 3.26% | |||||||
| 2024 | -0.29% | 1.16% | 2.03% | -2.91% | 2.61% | 0.89% | 2.45% | 1.84% | 1.55% | -1.97% | 2.56% | -2.49% | 7.45% |
| 2023 | 4.78% | -2.88% | 2.20% | 0.90% | -1.79% | 2.77% | 1.59% | -1.66% | -3.15% | -2.16% | 6.22% | 4.42% | 11.20% |
| 2022 | -3.27% | -1.74% | -0.22% | -5.32% | 0.47% | -5.16% | 4.75% | -3.12% | -6.43% | 2.94% | 5.61% | -5.98% | -16.97% |
| 2021 | -0.69% | 0.26% | 0.98% | 2.22% | 0.92% | 0.91% | 0.82% | 0.98% | -2.28% | 2.16% | -1.22% | -0.45% | 4.62% |
| 2020 | 0.27% | -2.80% | -8.96% | 6.56% | 3.27% | 1.27% | 3.33% | 1.97% | -1.57% | -0.98% | 6.05% | 0.31% | 8.02% |
| 2019 | 4.50% | 1.43% | 1.39% | 1.49% | -1.74% | 3.43% | 0.27% | 0.36% | 0.71% | 0.90% | 0.89% | -1.25% | 12.93% |
| 2018 | 1.45% | -2.41% | -0.25% | -0.18% | 0.64% | -0.10% | 1.56% | 0.81% | 0.06% | -3.33% | 0.74% | -5.97% | -7.02% |
| 2017 | 1.06% | 1.71% | 0.10% | 1.03% | 1.02% | 0.13% | 1.28% | 0.36% | 0.64% | 0.81% | 0.71% | -0.56% | 8.59% |
| 2016 | -1.90% | 0.31% | 4.22% | 1.08% | 0.29% | 1.73% | 1.91% | 0.09% | 0.28% | -1.41% | -0.29% | 0.76% | 7.16% |
| 2015 | 0.48% | 2.02% | -0.48% | 0.47% | -0.00% | -1.75% | 0.58% | -3.06% | -1.19% | 3.42% | -0.49% | -1.58% | -1.74% |
| 2014 | -0.80% | 2.52% | 0.21% | 0.79% | 1.37% | 0.92% | -1.34% | 2.23% | -1.98% | 1.45% | 0.86% | -0.73% | 5.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, JLMRX is among the top 21% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 Multi-Index Lifestyle Moderate Portfolio (JLMRX) 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 Multi-Index Lifestyle Moderate Portfolio provided a 3.14% dividend yield over the last twelve months, with an annual payout of $0.35 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.33 | $0.32 | $0.65 | $0.60 | $0.48 | $0.61 | $0.62 | $0.40 | $0.31 | $0.24 | $0.18 |
Dividend yield | 3.14% | 3.05% | 3.05% | 6.74% | 5.05% | 4.11% | 5.54% | 6.16% | 3.62% | 2.98% | 2.42% | 1.74% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index Lifestyle Moderate 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 | $0.05 | $0.00 | $0.00 | $0.05 | |||||||
| 2024 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.15 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.16 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.50 | $0.65 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.49 | $0.60 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.36 | $0.48 |
| 2019 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.47 | $0.61 |
| 2018 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.49 | $0.62 |
| 2017 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.29 | $0.40 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.18 | $0.31 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.13 | $0.24 |
| 2014 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.10 | $0.18 |
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 Lifestyle Moderate 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 Lifestyle Moderate Portfolio was 21.56%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current John Hancock Funds Multi-Index Lifestyle Moderate Portfolio drawdown is 0.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.56% | Nov 10, 2021 | 234 | Oct 14, 2022 | — | — | — |
| -21.14% | Dec 27, 2019 | 58 | Mar 20, 2020 | 94 | Aug 4, 2020 | 152 |
| -9.52% | Jan 29, 2018 | 231 | Dec 27, 2018 | 119 | Jun 19, 2019 | 350 |
| -9.5% | Apr 27, 2015 | 202 | Feb 11, 2016 | 92 | Jun 23, 2016 | 294 |
| -3.99% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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