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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 Lifestyle Moderate 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 Lifestyle Moderate Portfolio (JLMRX) has returned -1.45% so far this year and 8.96% over the past 12 months. Over the last ten years, JLMRX has returned 5.50% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio
- 1D
- 0.09%
- 1M
- -4.70%
- YTD
- -1.45%
- 6M
- 0.27%
- 1Y
- 8.96%
- 3Y*
- 8.21%
- 5Y*
- 3.95%
- 10Y*
- 5.50%
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 Jan 2, 2014, JLMRX's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.
Historically, 67% of months were positive and 33% 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% | -4.70% | -1.45% | |||||||||
| 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 0.39%, beta of 0.42, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since January 03, 2014.
- This fund participated in 55.98% of S&P 500 Index downside but only 44.98% 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
- 0.39%
- Beta
- 0.42
- R²
- 0.80
- Upside Capture
- 44.98%
- Downside Capture
- 55.98%
Expense Ratio
JLMRX has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JLMRX ranks 67 for risk / return — better than 67% 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 a chosen benchmark (S&P 500 Index).
| JLMRX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.90 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.39 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.40 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.72 | 6.61 | +0.11 |
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 JLMRX 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 Lifestyle Moderate Portfolio provided a 2.73% dividend yield over the last twelve months, with an annual payout of $0.32 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 | $0.32 | $0.37 | $0.33 | $0.32 | $0.65 | $0.60 | $0.48 | $0.61 | $0.62 | $0.24 | $0.31 | $0.24 |
Dividend yield | 2.73% | 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 | $0.00 | $0.00 | |||||||||
| 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.
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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 20.60%, occurring on Mar 20, 2020. Recovery took 85 trading sessions.
The current John Hancock Funds Multi-Index Lifestyle Moderate Portfolio drawdown is 4.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.6% | Feb 20, 2020 | 22 | Mar 20, 2020 | 85 | Jul 22, 2020 | 107 |
| -19.46% | Nov 10, 2021 | 234 | Oct 14, 2022 | 434 | Jul 10, 2024 | 668 |
| -9.32% | Apr 27, 2015 | 202 | Feb 11, 2016 | 81 | Jun 8, 2016 | 283 |
| -8.31% | Jan 29, 2018 | 229 | Dec 24, 2018 | 53 | Mar 13, 2019 | 282 |
| -6.98% | Dec 9, 2024 | 82 | Apr 8, 2025 | 26 | May 15, 2025 | 108 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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