- ISIN
- US47804U6982
- 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
JRTIX Performance Chart
John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) is up 8.2% since the beginning of the year. JRTIX is currently trading at $15 per share. Investors who bought $1,000 worth of JRTIX shares 5 years ago would now be looking at an investment worth $1,360.
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Returns By Period
John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) has returned 8.24% so far this year and 19.00% over the past 12 months.
John Hancock Funds Multi-Index 2030 Lifetime Portfolio
- 1D
- 0.75%
- 1M
- 1.31%
- YTD
- 8.24%
- 6M
- 8.09%
- 1Y
- 19.00%
- 3Y*
- 12.78%
- 5Y*
- 6.34%
- 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%
JRTIX Monthly Returns History
Based on dividend-adjusted daily data since Apr 7, 2017, JRTIX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 68% of months were positive and 32% were negative. The best month was Nov 2020 with a return of +9.5%, while the worst month was Mar 2020 at -11.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRTIX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +6.6%, while the worst single day was Mar 16, 2020 at -8.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.35% | 2.01% | -4.37% | 5.53% | 2.51% | 0.20% | 8.24% | ||||||
| 2025 | 2.14% | 0.73% | -2.16% | -0.08% | 3.03% | 3.26% | 0.54% | 2.22% | 2.25% | 1.10% | 0.58% | 0.44% | 14.83% |
| 2024 | -0.44% | 2.30% | 2.60% | -3.54% | 3.32% | 0.93% | 2.60% | 2.21% | 1.76% | -2.28% | 3.22% | -3.16% | 9.55% |
| 2023 | 6.25% | -3.40% | 2.19% | 1.02% | -2.12% | 4.14% | 2.26% | -2.48% | -3.99% | -2.93% | 7.68% | 5.07% | 13.58% |
| 2022 | -3.92% | -2.12% | 0.72% | -6.92% | 0.43% | -6.80% | 5.57% | -3.63% | -8.16% | 3.91% | 7.14% | -3.48% | -17.14% |
| 2021 | -0.73% | 1.63% | 1.76% | 3.39% | 1.29% | 1.35% | 0.82% | 1.62% | -3.33% | 4.04% | -1.73% | 3.09% | 13.76% |
Benchmark Metrics
John Hancock Funds Multi-Index 2030 Lifetime Portfolio has an annualized alpha of -1.09%, beta of 0.66, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since April 07, 2017.
- This fund participated in 79.26% of S&P 500 Index downside but only 63.45% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.66 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
- -1.09%
- Beta
- 0.66
- R²
- 0.89
- Upside Capture
- 63.45%
- Downside Capture
- 79.26%
Expense Ratio
JRTIX has an expense ratio of 0.31%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JRTIX ranks 72 for risk / return — better than 72% 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 2030 Lifetime Portfolio (JRTIX) 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.
| JRTIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 2.78 | +0.36 |
| Martin ratioReturn relative to average drawdown | 13.44 | 12.44 | +1.00 |
Dividends
Dividend History
John Hancock Funds Multi-Index 2030 Lifetime Portfolio provided a 2.40% dividend yield over the last twelve months, with an annual payout of $0.35 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.30 | $0.28 | $0.77 | $0.79 | $0.59 | $0.86 | $0.98 |
Dividend yield | 2.40% | 2.59% | 2.43% | 2.47% | 7.47% | 5.97% | 4.79% | 7.59% | 9.73% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2030 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 | $0.35 | $0.35 |
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.77 |
| 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 2030 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 2030 Lifetime Portfolio was 27.48%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.
The current John Hancock Funds Multi-Index 2030 Lifetime Portfolio drawdown is 0.27%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -27.48%Mar 2020 | 1mo 2d | 4mo 15d | 5mo 17dFeb 2020 - Aug 2020 |
Bear market2022 | -23.75%Oct 2022 | 11mo 8d | 1y 9mo | 2y 8moNov 2021 - Jul 2024 |
Rate-hike selloffLate 2018 | -16.16%Dec 2018 | 1y 5d | 6mo 9d | 1y 6moDec 2017 - Jul 2019 |
2025 selloff2025 | -10.29%Apr 2025 | 4mo | 1mo 8d | 5mo 8dDec 2024 - May 2025 |
2020 pullback2020 | -6.44%Sep 2020 | 20d | 1mo 17d | 2mo 7dSep 2020 - Nov 2020 |
Drawdown Indicators
| JRTIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.48% | -56.78% | +29.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.99% | -9.10% | +3.11% |
Max Drawdown (3Y)Largest decline over 3 years | -10.29% | -18.90% | +8.61% |
Max Drawdown (5Y)Largest decline over 5 years | -23.75% | -25.43% | +1.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.27% | -1.80% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -10.71% | +5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 2.03% | -0.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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