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ISIN
US47805T3023
CUSIP
47805T302
Inception Date
Mar 29, 2016
Min. Investment
$250,000
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

JMENX Performance Chart

John Hancock Multimanager 2060 Lifetime Portfolio (JMENX) is up 13.2% since the beginning of the year. JMENX is currently trading at $17 per share. Investors who bought $1,000 worth of JMENX shares 5 years ago would now be looking at an investment worth $1,551.


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S&P 500 Index

Returns By Period

John Hancock Multimanager 2060 Lifetime Portfolio (JMENX) has returned 13.18% so far this year and 28.17% over the past 12 months.


John Hancock Multimanager 2060 Lifetime Portfolio

1D
1.35%
1M
2.55%
YTD
13.18%
6M
12.91%
1Y
28.17%
3Y*
18.13%
5Y*
9.17%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JMENX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 2017, JMENX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 68% of months were positive and 32% 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 11 consecutive months, and the longest losing streak was 3 months.

On a daily basis, JMENX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +8.1%, while the worst single day was Mar 16, 2020 at -10.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.34%1.78%-6.61%9.55%4.57%0.58%13.18%
20253.44%-1.13%-3.80%0.00%5.51%4.38%0.74%2.48%3.21%1.59%0.00%1.01%18.47%
2024-0.08%4.68%3.45%-3.86%4.10%1.51%2.01%1.90%1.87%-1.76%4.52%-3.44%15.40%
20237.61%-3.23%1.99%0.62%-1.50%5.80%3.46%-3.10%-4.38%-3.35%9.11%5.46%18.75%
2022-4.83%-2.51%0.79%-8.43%0.15%-7.95%6.63%-3.54%-9.22%5.75%7.99%-4.53%-19.64%
20210.07%3.29%2.24%4.25%0.95%1.26%-0.06%2.12%-3.66%4.56%-3.21%3.26%15.71%

Benchmark Metrics

John Hancock Multimanager 2060 Lifetime Portfolio has an annualized alpha of -0.52%, beta of 0.87, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 03, 2017.

  • This fund participated in 92.83% of S&P 500 Index downside but only 85.24% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.87 and R2 of 0.94, 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
-0.52%
Beta
0.87
0.94
Upside Capture
85.24%
Downside Capture
92.83%

Expense Ratio

JMENX has an expense ratio of 0.12%, which is considered low.


Return for Risk

Risk / Return Rank

JMENX ranks 59 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.


JMENX Risk / Return Rank: 5959
Overall Rank
JMENX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
JMENX Sortino Ratio Rank: 5252
Sortino Ratio Rank
JMENX Omega Ratio Rank: 5757
Omega Ratio Rank
JMENX Calmar Ratio Rank: 6161
Calmar Ratio Rank
JMENX Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for John Hancock Multimanager 2060 Lifetime Portfolio (JMENX) 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.


JMENXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.38

1.37

+0.01

Calmar ratioReturn relative to maximum drawdown

2.86

2.78

+0.08

Martin ratioReturn relative to average drawdown

12.43

12.44

-0.01

Dividends

Dividend History

John Hancock Multimanager 2060 Lifetime Portfolio provided a 5.37% dividend yield over the last twelve months, with an annual payout of $0.93 per share.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020201920182017
Dividend$0.93$0.93$0.43$0.43$1.50$1.40$0.55$0.79$0.79$0.27

Dividend yield

5.37%6.08%3.17%3.56%14.07%9.28%3.85%6.44%7.51%2.17%

Monthly Dividends

The table displays the monthly dividend distributions for John Hancock Multimanager 2060 Lifetime Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$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$0.93$0.93
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.43$0.43
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.50$1.50
2021$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

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 Multimanager 2060 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 Multimanager 2060 Lifetime Portfolio was 32.02%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.

The current John Hancock Multimanager 2060 Lifetime Portfolio drawdown is 0.23%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-32.02%Mar 2020
1mo 2d4mo 14d
5mo 16dFeb 2020 - Aug 2020
Bear market2022
-28.10%Oct 2022
11mo 9d1y 5mo
2y 4moNov 2021 - Mar 2024
Rate-hike selloffLate 2018
-18.50%Dec 2018
10mo 29d6mo 11d
1y 5moJan 2018 - Jul 2019
2025 selloff2025
-16.62%Apr 2025
1mo 18d1mo 29d
3mo 17dFeb 2025 - Jun 2025
2026 pullback2026
-9.74%Mar 2026
1mo 2d16d
1mo 18dFeb 2026 - Apr 2026

Drawdown Indicators


JMENXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.02%

-56.78%

+24.76%

Max Drawdown (1Y)

Largest decline over 1 year

-9.74%

-9.10%

-0.64%

Max Drawdown (3Y)

Largest decline over 3 years

-16.62%

-18.90%

+2.28%

Max Drawdown (5Y)

Largest decline over 5 years

-28.10%

-25.43%

-2.67%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.23%

-1.80%

+1.57%

Average Drawdown

Average peak-to-trough decline

-5.63%

-10.71%

+5.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.24%

2.03%

+0.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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