John Hancock Funds Multi-Index 2025 Preservation Portfolio (JREOX)
The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2025. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The Portfolio has a target asset allocation of 24% of its assets in underlying funds that invest primarily in equity securities.
Fund Info
| ISIN | US47804B6175 |
|---|---|
| Issuer | John Hancock |
| Inception Date | Apr 29, 2010 |
| Category | Target Retirement Date |
| Min. Investment | $0 |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JREOX has an expense ratio of 0.23%, which is considered low compared to other funds.
Share Price Chart
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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 2025 Preservation Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 17.79% |
| 1 month | N/A | 0.18% |
| 6 months | N/A | 7.53% |
| 1 year | N/A | 26.42% |
| 5 years (annualized) | N/A | 13.48% |
| 10 years (annualized) | N/A | 10.85% |
Monthly Returns
The table below presents the monthly returns of JREOX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.72% | -2.46% | 2.21% | 0.82% | -1.53% | 1.66% | 0.52% | 0.00% | 0.00% | 4.90% | |||
| 2022 | -2.56% | -1.35% | -1.12% | -4.43% | 0.54% | -3.79% | 3.47% | -2.81% | -5.14% | 1.08% | 4.48% | -1.51% | -12.81% |
| 2021 | -0.71% | -0.00% | 0.32% | 1.90% | 0.70% | 1.00% | 0.92% | 0.53% | -1.73% | 1.53% | -0.68% | 1.33% | 5.17% |
| 2020 | 0.57% | -1.71% | -7.04% | 5.79% | 2.61% | 1.40% | 2.91% | 1.65% | -1.47% | -0.94% | 5.15% | 1.87% | 10.62% |
| 2019 | 3.76% | 1.01% | 1.50% | 1.31% | -1.30% | 3.04% | 0.16% | 0.64% | 0.47% | 1.02% | 0.78% | 1.41% | 14.62% |
| 2018 | 1.54% | -2.27% | -0.23% | -0.23% | 0.70% | -0.23% | 1.32% | 0.77% | -0.08% | -3.27% | 0.87% | -1.97% | -3.18% |
| 2017 | 1.11% | 1.57% | 0.31% | 1.00% | 1.07% | 0.30% | 1.36% | 0.52% | 0.67% | 0.96% | 0.58% | 0.62% | 10.55% |
| 2016 | -2.13% | -0.00% | 4.11% | 0.72% | 0.32% | 1.20% | 2.13% | 0.08% | 0.31% | -1.23% | -0.08% | 1.29% | 6.78% |
| 2015 | -0.00% | 2.27% | -0.46% | 0.77% | 0.08% | -1.68% | 0.62% | -3.47% | -1.28% | 3.64% | -0.23% | -1.32% | -1.24% |
| 2014 | -1.54% | 2.79% | 0.24% | 0.64% | 1.51% | 1.09% | -1.16% | 2.19% | -1.99% | 1.40% | 1.15% | -0.78% | 5.56% |
| 2013 | 2.22% | 0.52% | 1.56% | 1.70% | -0.67% | -2.19% | 2.93% | -2.01% | 2.82% | 2.74% | 1.05% | 0.82% | 11.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Multi-Index 2025 Preservation Portfolio (JREOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
John Hancock Funds Multi-Index 2025 Preservation Portfolio granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $1.17 | $1.21 | $0.83 | $0.89 | $1.13 | $0.89 | $0.46 | $0.42 | $0.29 | $0.23 |
Dividend yield | 0.00% | 12.45% | 10.02% | 6.58% | 7.30% | 9.85% | 6.88% | 3.62% | 3.47% | 2.26% | 1.88% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2025 Preservation 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.16 | ||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $1.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.21 | $1.21 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2013 | $0.23 | $0.23 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the John Hancock Funds Multi-Index 2025 Preservation 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 2025 Preservation Portfolio was 17.34%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.34% | Nov 10, 2021 | 237 | Oct 20, 2022 | — | — | — |
| -16.75% | Feb 21, 2020 | 20 | Mar 19, 2020 | 55 | Jun 8, 2020 | 75 |
| -12.13% | May 3, 2011 | 107 | Oct 3, 2011 | 84 | Feb 3, 2012 | 191 |
| -11.6% | Apr 30, 2010 | 45 | Jul 2, 2010 | 20 | Aug 2, 2010 | 65 |
| -9.28% | Apr 27, 2015 | 202 | Feb 11, 2016 | 102 | Jul 8, 2016 | 304 |
Volatility
Volatility Chart
The current John Hancock Funds Multi-Index 2025 Preservation Portfolio volatility is 0.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.