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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.
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Returns By Period
John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX) has returned -2.38% so far this year and 13.50% over the past 12 months.
John Hancock Funds Multi-Index 2035 Lifetime Portfolio
- 1D
- -0.07%
- 1M
- -6.82%
- YTD
- -2.38%
- 6M
- -0.07%
- 1Y
- 13.50%
- 3Y*
- 11.44%
- 5Y*
- 5.90%
- 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 Aug 27, 2019, JRTMX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.
Historically, 66% of months were positive and 34% 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 52% 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% | -6.82% | -2.38% | |||||||||
| 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 -0.64%, beta of 0.74, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since August 28, 2019.
- This fund participated in 86.89% of S&P 500 Index downside but only 74.63% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- -0.64%
- Beta
- 0.74
- R²
- 0.93
- Upside Capture
- 74.63%
- Downside Capture
- 86.89%
Expense Ratio
JRTMX has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
JRTMX ranks 61 for risk / return — better than 61% 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 a chosen benchmark (S&P 500 Index).
| JRTMX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.90 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.39 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.40 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.39 | 6.61 | -0.22 |
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 JRTMX 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 2035 Lifetime Portfolio provided a 2.58% 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 | 2.58% | 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 | |||||||||
| 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 7.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.63% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.97% | Nov 9, 2021 | 235 | Oct 14, 2022 | 397 | May 15, 2024 | 632 |
| -12.18% | Feb 19, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -7.06% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -7.03% | 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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