- ISIN
- US47804U6560
- 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
JRTMX Performance Chart
John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX) is up 9.6% since the beginning of the year. JRTMX is currently trading at $16 per share. Investors who bought $1,000 worth of JRTMX shares 5 years ago would now be looking at an investment worth $1,432.
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Returns By Period
John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX) has returned 9.59% so far this year and 21.97% over the past 12 months.
John Hancock Funds Multi-Index 2035 Lifetime Portfolio
- 1D
- 0.88%
- 1M
- 1.51%
- YTD
- 9.59%
- 6M
- 9.44%
- 1Y
- 21.97%
- 3Y*
- 14.46%
- 5Y*
- 7.45%
- 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%
JRTMX Monthly Returns History
Based on dividend-adjusted daily data since Aug 27, 2019, JRTMX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +10.5%, while the worst month was Mar 2020 at -12.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRTMX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -9.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.59% | 2.12% | -4.94% | 6.49% | 3.08% | 0.25% | 9.59% | ||||||
| 2025 | 2.47% | 0.45% | -2.63% | -0.08% | 3.71% | 3.65% | 0.65% | 2.43% | 2.58% | 1.29% | 0.54% | 0.53% | 16.54% |
| 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% | 11.04% |
| 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% | 15.26% |
| 2022 | -4.28% | -2.35% | 1.01% | -7.46% | 0.50% | -7.19% | 5.97% | -3.78% | -8.65% | 4.49% | 7.59% | -3.88% | -17.97% |
| 2021 | -0.48% | 2.16% | 2.11% | 3.60% | 1.33% | 1.39% | 0.72% | 1.86% | -3.65% | 4.44% | -1.88% | 3.42% | 15.75% |
Benchmark Metrics
John Hancock Funds Multi-Index 2035 Lifetime Portfolio has an annualized alpha of -0.72%, beta of 0.74, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since August 27, 2019.
- This fund participated in 86.21% of S&P 500 Index downside but only 73.34% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.72%
- Beta
- 0.74
- R²
- 0.93
- Upside Capture
- 73.34%
- Downside Capture
- 86.21%
Expense Ratio
JRTMX has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JRTMX ranks 69 for risk / return — better than 69% 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 2035 Lifetime Portfolio (JRTMX) 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.
| JRTMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.78 | +0.29 |
| Martin ratioReturn relative to average drawdown | 13.20 | 12.44 | +0.76 |
Dividends
Dividend History
John Hancock Funds Multi-Index 2035 Lifetime Portfolio provided a 2.30% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.27 | $0.27 | $0.76 | $0.78 | $0.59 | $0.97 |
Dividend yield | 2.30% | 2.52% | 2.12% | 2.26% | 7.16% | 5.67% | 4.72% | 8.45% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.37 | $0.37 |
| 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 | $0.76 | $0.76 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.78 |
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 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 29.63%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current John Hancock Funds Multi-Index 2035 Lifetime Portfolio drawdown is 0.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -29.63%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 |
Bear market2022 | -24.97%Oct 2022 | 11mo 9d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
2025 selloff2025 | -12.18%Apr 2025 | 1mo 18d | 1mo 11d | 2mo 29dFeb 2025 - May 2025 |
2026 pullback2026 | -7.06%Mar 2026 | 1mo 2d | 18d | 1mo 20dFeb 2026 - Apr 2026 |
2020 pullback2020 | -7.03%Sep 2020 | 20d | 1mo 17d | 2mo 7dSep 2020 - Nov 2020 |
Drawdown Indicators
| JRTMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.63% | -56.78% | +27.15% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -9.10% | +2.04% |
Max Drawdown (3Y)Largest decline over 3 years | -12.18% | -18.90% | +6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -24.97% | -25.43% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.31% | -1.80% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -10.71% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.03% | -0.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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