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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 Lifetime 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 2025 Lifetime Portfolio (JRTDX) has returned -1.20% so far this year and 10.28% over the past 12 months.
John Hancock Funds Multi-Index 2025 Lifetime Portfolio
- 1D
- 0.08%
- 1M
- -5.09%
- YTD
- -1.20%
- 6M
- 0.64%
- 1Y
- 10.28%
- 3Y*
- 8.92%
- 5Y*
- 4.50%
- 10Y*
- —
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 Nov 28, 2017, JRTDX's average daily return is +0.02%, while the average monthly return is +0.48%. At this rate, your investment would double in approximately 12.1 years.
Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +8.5%, while the worst month was Mar 2020 at -10.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRTDX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +5.9%, while the worst single day was Mar 12, 2020 at -7.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.01% | 2.05% | -5.09% | -1.20% | |||||||||
| 2025 | 1.94% | 1.04% | -1.63% | -0.17% | 2.35% | 2.73% | 0.33% | 2.15% | 1.86% | 0.87% | 0.63% | 0.36% | 13.10% |
| 2024 | -0.46% | 1.58% | 2.38% | -3.22% | 2.86% | 0.81% | 2.67% | 1.99% | 1.62% | -2.18% | 2.74% | -2.94% | 7.83% |
| 2023 | 5.64% | -3.34% | 2.17% | 1.06% | -2.29% | 3.52% | 1.89% | -2.04% | -3.69% | -2.65% | 7.06% | 4.71% | 11.88% |
| 2022 | -3.52% | -1.91% | 0.42% | -6.23% | 0.54% | -6.25% | 5.24% | -3.53% | -7.50% | 3.35% | 6.67% | -3.03% | -15.67% |
| 2021 | -0.67% | 1.19% | 1.42% | 3.05% | 1.20% | 1.27% | 0.78% | 1.32% | -2.83% | 3.39% | -1.52% | 2.76% | 11.75% |
Benchmark Metrics
John Hancock Funds Multi-Index 2025 Lifetime Portfolio has an annualized alpha of -1.12%, beta of 0.57, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since November 29, 2017.
- This fund participated in 71.82% of S&P 500 Index downside but only 54.70% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.57 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
- -1.12%
- Beta
- 0.57
- R²
- 0.85
- Upside Capture
- 54.70%
- Downside Capture
- 71.82%
Expense Ratio
JRTDX has an expense ratio of 0.35%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JRTDX ranks 66 for risk / return — better than 66% 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 2025 Lifetime Portfolio (JRTDX) and compare them to a chosen benchmark (S&P 500 Index).
| JRTDX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.90 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.39 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.40 | +0.01 |
Martin ratioReturn relative to average drawdown | 6.74 | 6.61 | +0.14 |
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 JRTDX 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 2025 Lifetime Portfolio provided a 3.06% dividend yield over the last twelve months, with an annual payout of $0.38 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.38 | $0.38 | $0.32 | $0.30 | $0.61 | $0.79 | $0.63 | $0.80 | $0.94 |
Dividend yield | 3.06% | 3.03% | 2.80% | 2.77% | 6.17% | 6.30% | 5.33% | 7.23% | 9.43% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2025 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 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 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 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
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 2025 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 2025 Lifetime Portfolio was 25.33%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current John Hancock Funds Multi-Index 2025 Lifetime Portfolio drawdown is 5.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.33% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -21.93% | Nov 10, 2021 | 234 | Oct 14, 2022 | 436 | Jul 12, 2024 | 670 |
| -14.56% | Dec 19, 2017 | 254 | Dec 24, 2018 | 128 | Jul 1, 2019 | 382 |
| -8.3% | Dec 9, 2024 | 82 | Apr 8, 2025 | 27 | May 16, 2025 | 109 |
| -5.68% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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