John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX)
The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2035. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
Fund Info
US47804U6560
Nov 6, 2013
$0
Large-Cap
Blend
Expense Ratio
JRTMX features an expense ratio of 0.29%, falling within the medium range.
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 2035 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.
Returns By Period
John Hancock Funds Multi-Index 2035 Lifetime Portfolio had a return of 4.02% year-to-date (YTD) and 14.44% in the last 12 months. Over the past 10 years, John Hancock Funds Multi-Index 2035 Lifetime Portfolio had an annualized return of 5.24%, while the S&P 500 had an annualized return of 11.26%, indicating that John Hancock Funds Multi-Index 2035 Lifetime Portfolio did not perform as well as the benchmark.
JRTMX
4.02%
1.59%
4.91%
14.44%
4.88%
5.24%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of JRTMX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.47% | 4.02% | |||||||||||
| 2024 | -0.50% | 2.96% | 2.79% | -3.75% | 3.65% | 1.12% | 2.61% | 2.24% | 1.89% | -2.30% | 3.56% | -3.35% | 11.03% |
| 2023 | 6.64% | -3.47% | 2.21% | 1.08% | -2.05% | 4.73% | 2.61% | -2.71% | -4.26% | -3.18% | 8.36% | 5.37% | 15.25% |
| 2022 | -4.28% | -2.35% | 1.01% | -7.46% | 0.50% | -7.19% | 5.97% | -3.78% | -8.65% | 4.49% | 7.59% | -8.75% | -22.13% |
| 2021 | -0.48% | 2.16% | 2.11% | 3.60% | 1.33% | 1.39% | 0.72% | 1.86% | -3.65% | 4.44% | -1.88% | -0.06% | 11.86% |
| 2020 | -0.96% | -5.82% | -12.36% | 9.94% | 4.37% | 2.14% | 4.83% | 4.35% | -2.75% | -1.71% | 10.46% | 0.71% | 11.44% |
| 2019 | 7.25% | 2.41% | 1.27% | 2.86% | -4.95% | 5.66% | 0.09% | -1.56% | 1.76% | 1.81% | 2.12% | -2.99% | 16.18% |
| 2018 | 4.14% | -3.82% | -0.91% | 0.25% | 1.00% | -0.49% | 2.65% | 0.97% | 0.16% | -6.54% | 1.62% | -6.42% | -7.74% |
| 2017 | 0.00% | 0.00% | 0.00% | 11.88% | 1.47% | 0.60% | 2.12% | 0.33% | 1.73% | 1.79% | 1.67% | 1.14% | 24.59% |
| 2016 | -4.91% | -0.52% | 6.96% | 0.78% | 0.77% | -1.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.67% |
| 2015 | -1.61% | 4.90% | -0.92% | 1.20% | 0.46% | -2.18% | 0.84% | -5.99% | -2.84% | 6.86% | -0.09% | -2.10% | -2.10% |
| 2014 | -3.67% | 4.43% | 0.59% | 0.59% | 1.95% | 2.01% | -1.88% | 3.25% | -2.87% | 2.10% | 1.59% | -1.30% | 6.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, JRTMX is among the top 24% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX) 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 2035 Lifetime Portfolio provided a 2.04% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.27 | $0.19 | $0.30 | $0.19 | $0.27 | $1.06 | $0.81 | $0.00 | $0.18 | $0.16 |
Dividend yield | 2.04% | 2.12% | 2.26% | 1.81% | 2.19% | 1.47% | 2.31% | 10.55% | 6.74% | 0.00% | 1.76% | 1.52% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2035 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2021 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.06 | $1.06 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2014 | $0.16 | $0.16 |
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 2035 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 2035 Lifetime Portfolio was 31.85%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current John Hancock Funds Multi-Index 2035 Lifetime Portfolio drawdown is 0.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.85% | Dec 27, 2019 | 59 | Mar 23, 2020 | 114 | Sep 2, 2020 | 173 |
| -27.5% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -16.67% | May 22, 2015 | 183 | Feb 11, 2016 | 304 | Apr 27, 2017 | 487 |
| -16.51% | Jan 29, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -7.66% | Sep 8, 2014 | 29 | Oct 16, 2014 | 26 | Nov 21, 2014 | 55 |
Volatility
Volatility Chart
The current John Hancock Funds Multi-Index 2035 Lifetime Portfolio volatility is 2.07%, 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.