- ISIN
- US47804U7899
- Issuer
- John Hancock
- Inception Date
- Nov 6, 2013
- Category
- Target Retirement Date
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
JRLPX Performance Chart
John Hancock Funds Multi-Index 2020 Lifetime Portfolio (JRLPX) is up 6.1% since the beginning of the year. JRLPX is currently trading at $12 per share. Investors who bought $1,000 worth of JRLPX shares 5 years ago would now be looking at an investment worth $1,265.
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Returns By Period
John Hancock Funds Multi-Index 2020 Lifetime Portfolio (JRLPX) has returned 6.09% so far this year and 14.20% over the past 12 months.
John Hancock Funds Multi-Index 2020 Lifetime Portfolio
- 1D
- 0.57%
- 1M
- 0.98%
- YTD
- 6.09%
- 6M
- 6.05%
- 1Y
- 14.20%
- 3Y*
- 10.16%
- 5Y*
- 4.82%
- 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%
JRLPX Monthly Returns History
Based on dividend-adjusted daily data since Dec 4, 2017, JRLPX'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, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +7.5%, while the worst month was Mar 2020 at -10.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRLPX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +4.9%, while the worst single day was Mar 12, 2020 at -6.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.89% | 1.94% | -3.39% | 3.85% | 1.73% | 0.08% | 6.09% | ||||||
| 2025 | 1.77% | 1.10% | -1.36% | -0.09% | 1.93% | 2.61% | 0.26% | 2.01% | 1.63% | 0.76% | 0.67% | 0.30% | 12.16% |
| 2024 | -0.48% | 1.17% | 2.21% | -3.01% | 2.71% | 0.75% | 2.53% | 1.92% | 1.52% | -2.12% | 2.52% | -2.69% | 7.00% |
| 2023 | 5.10% | -3.17% | 2.15% | 0.90% | -2.08% | 2.84% | 1.67% | -1.74% | -3.25% | -2.34% | 6.37% | 4.49% | 10.80% |
| 2022 | -3.15% | -1.67% | 0.18% | -5.62% | 0.66% | -5.63% | 4.78% | -3.32% | -6.88% | 2.95% | 6.05% | -2.46% | -14.09% |
| 2021 | -0.70% | 0.70% | 1.13% | 2.50% | 1.18% | 1.08% | 0.82% | 0.98% | -2.34% | 2.73% | -1.45% | 2.53% | 9.41% |
Benchmark Metrics
John Hancock Funds Multi-Index 2020 Lifetime Portfolio has an annualized alpha of -0.90%, beta of 0.48, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since December 04, 2017.
- This fund participated in 63.71% of S&P 500 Index downside but only 46.37% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.48 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
- -0.90%
- Beta
- 0.48
- R²
- 0.82
- Upside Capture
- 46.37%
- Downside Capture
- 63.71%
Expense Ratio
JRLPX has an expense ratio of 0.41%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JRLPX ranks 73 for risk / return — better than 73% 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 2020 Lifetime Portfolio (JRLPX) 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.
| JRLPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.37 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 2.78 | +0.22 |
| Martin ratioReturn relative to average drawdown | 13.06 | 12.44 | +0.62 |
Dividends
Dividend History
John Hancock Funds Multi-Index 2020 Lifetime Portfolio provided a 3.13% dividend yield over the last twelve months, with an annual payout of $0.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.32 | $0.31 | $0.49 | $0.81 | $0.61 | $0.71 | $0.84 |
Dividend yield | 3.13% | 3.32% | 3.02% | 2.97% | 5.06% | 6.89% | 5.31% | 6.47% | 8.52% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2020 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 | $0.39 | $0.39 |
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.81 |
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 2020 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 2020 Lifetime Portfolio was 22.88%, occurring on Mar 23, 2020. Recovery took 93 trading sessions.
The current John Hancock Funds Multi-Index 2020 Lifetime Portfolio drawdown is 0.24%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -22.88%Mar 2020 | 1mo 2d | 4mo 14d | 5mo 16dFeb 2020 - Aug 2020 |
Bear market2022 | -20.09%Oct 2022 | 11mo 8d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
Rate-hike selloffLate 2018 | -12.77%Dec 2018 | 1y 5d | 5mo 27d | 1y 6moDec 2017 - Jun 2019 |
2025 selloff2025 | -7.19%Apr 2025 | 4mo | 1mo 7d | 5mo 7dDec 2024 - May 2025 |
2026 pullback2026 | -4.71%Mar 2026 | 25d | 21d | 1mo 16dMar 2026 - Apr 2026 |
Drawdown Indicators
| JRLPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.88% | -56.78% | +33.90% |
Max Drawdown (1Y)Largest decline over 1 year | -4.71% | -9.10% | +4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -7.75% | -18.90% | +11.15% |
Max Drawdown (5Y)Largest decline over 5 years | -20.09% | -25.43% | +5.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.24% | -1.80% | +1.56% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -10.71% | +6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 2.03% | -0.95% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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