- ISIN
- US47804U8210
- Issuer
- John Hancock
- Inception Date
- Nov 6, 2013
- Category
- Target Retirement Date
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JRLLX Performance Chart
John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) is up 5.3% since the beginning of the year. JRLLX is currently trading at $12 per share. Investors who bought $1,000 worth of JRLLX shares 5 years ago would now be looking at an investment worth $1,257.
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Returns By Period
John Hancock Funds Multi-Index 2015 Lifetime Portfolio (JRLLX) has returned 5.26% so far this year and 12.73% over the past 12 months. Over the last ten years, JRLLX has returned 6.14% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
John Hancock Funds Multi-Index 2015 Lifetime Portfolio
- 1D
- 0.43%
- 1M
- 0.87%
- YTD
- 5.26%
- 6M
- 5.34%
- 1Y
- 12.73%
- 3Y*
- 9.66%
- 5Y*
- 4.68%
- 10Y*
- 6.14%
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%
JRLLX Monthly Returns History
Based on dividend-adjusted daily data since Nov 8, 2013, JRLLX's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, an investment would double in approximately 11.8 years.
Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +6.8%, while the worst month was Mar 2020 at -9.4%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRLLX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +4.4%, while the worst single day was Mar 12, 2020 at -6.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.63% | 1.88% | -3.07% | 3.35% | 1.40% | 0.09% | 5.26% | ||||||
| 2025 | 1.66% | 1.15% | -1.04% | 0.00% | 1.63% | 2.36% | 0.18% | 1.93% | 1.44% | 0.71% | 0.79% | 0.25% | 11.58% |
| 2024 | -0.40% | 0.91% | 2.00% | -2.65% | 2.52% | 0.69% | 2.44% | 1.91% | 1.50% | -2.03% | 2.26% | -2.35% | 6.79% |
| 2023 | 4.75% | -2.99% | 2.23% | 0.93% | -1.95% | 2.52% | 1.54% | -1.51% | -2.97% | -2.00% | 6.03% | 4.16% | 10.68% |
| 2022 | -2.86% | -1.57% | 0.09% | -5.05% | 0.69% | -5.28% | 4.55% | -3.06% | -6.52% | 2.73% | 5.63% | -2.17% | -12.86% |
| 2021 | -0.73% | 0.55% | 1.00% | 2.25% | 1.15% | 0.96% | 0.78% | 0.86% | -2.04% | 2.25% | -1.27% | 2.37% | 8.33% |
Benchmark Metrics
John Hancock Funds Multi-Index 2015 Lifetime Portfolio has an annualized alpha of 0.25%, beta of 0.43, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since November 08, 2013.
- This fund participated in 57.22% of S&P 500 Index downside but only 45.34% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.43 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
- 0.25%
- Beta
- 0.43
- R²
- 0.80
- Upside Capture
- 45.34%
- Downside Capture
- 57.22%
Expense Ratio
JRLLX has an expense ratio of 0.17%, which is considered low.
Return for Risk
Risk / Return Rank
JRLLX ranks 74 for risk / return — better than 74% 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 2015 Lifetime Portfolio (JRLLX) 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.
| JRLLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.37 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 2.78 | +0.25 |
| Martin ratioReturn relative to average drawdown | 13.12 | 12.44 | +0.68 |
Dividends
Dividend History
John Hancock Funds Multi-Index 2015 Lifetime Portfolio provided a 3.70% dividend yield over the last twelve months, with an annual payout of $0.43 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 | $0.43 | $0.43 | $0.36 | $0.32 | $0.46 | $0.75 | $0.66 | $0.73 | $0.75 | $0.35 | $0.39 | $0.22 |
Dividend yield | 3.70% | 3.90% | 3.46% | 3.22% | 5.01% | 6.68% | 6.00% | 6.84% | 7.78% | 3.20% | 3.78% | 2.17% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2015 Lifetime 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 | $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 | $0.43 | $0.43 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
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 2015 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 Funds Multi-Index 2015 Lifetime Portfolio was 21.29%, occurring on Mar 20, 2020. Recovery took 90 trading sessions.
The current John Hancock Funds Multi-Index 2015 Lifetime Portfolio drawdown is 0.26%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -21.29%Mar 2020 | 28d | 4mo 11d | 5mo 9dFeb 2020 - Jul 2020 |
Bear market2022 | -18.52%Oct 2022 | 11mo 8d | 1y 8mo | 2y 7moNov 2021 - Jul 2024 |
2016 correction2016 | -10.76%Feb 2016 | 9mo 20d | 4mo 28d | 1y 2moApr 2015 - Jul 2016 |
Rate-hike selloffLate 2018 | -8.95%Dec 2018 | 1y 5d | 2mo 21d | 1y 2moDec 2017 - Mar 2019 |
2025 selloff2025 | -6.07%Apr 2025 | 1mo 6d | 1mo 5d | 2mo 11dMar 2025 - May 2025 |
Drawdown Indicators
| JRLLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.29% | -56.78% | +35.49% |
Max Drawdown (1Y)Largest decline over 1 year | -4.21% | -9.10% | +4.89% |
Max Drawdown (3Y)Largest decline over 3 years | -6.75% | -18.90% | +12.15% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -25.43% | +6.91% |
Max Drawdown (10Y)Largest decline over 10 years | -21.29% | -33.92% | +12.63% |
Current DrawdownCurrent decline from peak | -0.26% | -1.80% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -2.92% | -10.71% | +7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.03% | -1.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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