- ISIN
- US47804U2270
- Issuer
- John Hancock
- Inception Date
- Dec 29, 2013
- Category
- Diversified Portfolio
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
JLMRX Performance Chart
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio (JLMRX) is up 5.9% since the beginning of the year. JLMRX is currently trading at $12 per share. Investors who bought $1,000 worth of JLMRX shares 5 years ago would now be looking at an investment worth $1,265.
Loading charts...
Returns By Period
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio (JLMRX) has returned 5.85% so far this year and 14.00% over the past 12 months. Over the last ten years, JLMRX has returned 6.06% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio
- 1D
- 0.57%
- 1M
- 1.23%
- YTD
- 5.85%
- 6M
- 5.80%
- 1Y
- 14.00%
- 3Y*
- 10.20%
- 5Y*
- 4.81%
- 10Y*
- 6.06%
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%
JLMRX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2014, JLMRX's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +6.6%, while the worst month was Mar 2020 at -9.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.
On a daily basis, JLMRX closed higher 49% of trading days. The best single day was Mar 13, 2020 with a return of +4.4%, while the worst single day was Mar 12, 2020 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.62% | 1.76% | -3.52% | 3.95% | 1.82% | 0.24% | 5.85% | ||||||
| 2025 | 1.76% | 0.91% | -1.43% | 0.00% | 2.02% | 2.51% | 0.35% | 1.85% | 1.66% | 0.86% | 0.68% | 0.20% | 11.91% |
| 2024 | -0.29% | 1.16% | 2.03% | -2.91% | 2.61% | 0.90% | 2.45% | 1.84% | 1.55% | -1.97% | 2.55% | -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% | 4.41% | 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% | -2.37% | -13.79% |
| 2021 | -0.69% | 0.26% | 0.98% | 2.22% | 0.92% | 0.91% | 0.82% | 0.98% | -2.29% | 2.16% | -1.22% | 2.22% | 7.42% |
Benchmark Metrics
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio has an annualized alpha of 0.41%, beta of 0.42, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund participated in 55.30% of S&P 500 Index downside but only 44.32% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.42 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 0.41%
- Beta
- 0.42
- R²
- 0.81
- Upside Capture
- 44.32%
- Downside Capture
- 55.30%
Expense Ratio
JLMRX has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JLMRX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for John Hancock Funds Multi-Index Lifestyle Moderate Portfolio (JLMRX) 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.
| JLMRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 2.78 | +0.13 |
| Martin ratioReturn relative to average drawdown | 12.75 | 12.44 | +0.32 |
Dividends
Dividend History
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio provided a 2.90% dividend yield over the last twelve months, with an annual payout of $0.36 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.37 | $0.33 | $0.32 | $0.65 | $0.60 | $0.48 | $0.61 | $0.62 | $0.24 | $0.31 | $0.24 |
Dividend yield | 2.90% | 3.13% | 3.06% | 3.05% | 6.73% | 5.05% | 4.11% | 5.53% | 6.16% | 2.18% | 2.98% | 2.41% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.04 | ||||||
| 2025 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.16 | $0.37 |
| 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 | $0.15 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.02 | $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 |
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 charts...
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 20.60%, occurring on Mar 20, 2020. Recovery took 85 trading sessions.
The current John Hancock Funds Multi-Index Lifestyle Moderate Portfolio drawdown is 0.16%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -20.60%Mar 2020 | 29d | 4mo 4d | 5mo 3dFeb 2020 - Jul 2020 |
Bear market2022 | -19.46%Oct 2022 | 11mo 8d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
2016 pullback2016 | -9.32%Feb 2016 | 9mo 20d | 3mo 28d | 1y 1moApr 2015 - Jun 2016 |
Rate-hike selloffLate 2018 | -8.31%Dec 2018 | 10mo 29d | 2mo 19d | 1y 1moJan 2018 - Mar 2019 |
2025 selloff2025 | -6.98%Apr 2025 | 4mo | 1mo 7d | 5mo 7dDec 2024 - May 2025 |
Drawdown Indicators
| JLMRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -56.78% | +36.18% |
Max Drawdown (1Y)Largest decline over 1 year | -4.79% | -9.10% | +4.31% |
Max Drawdown (3Y)Largest decline over 3 years | -7.31% | -18.90% | +11.59% |
Max Drawdown (5Y)Largest decline over 5 years | -19.46% | -25.43% | +5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -20.60% | -33.92% | +13.32% |
Current DrawdownCurrent decline from peak | -0.16% | -1.80% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -10.71% | +7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 2.03% | -0.94% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with JLMRX
Add John Hancock Funds Multi-Index Lifestyle Moderate Portfolio to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with JLMRX