- ISIN
- US47804U5240
- 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
JRTYX Performance Chart
John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX) is up 12.3% since the beginning of the year. JRTYX is currently trading at $19 per share. Investors who bought $1,000 worth of JRTYX shares 5 years ago would now be looking at an investment worth $1,586.
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Returns By Period
John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX) has returned 12.33% so far this year and 28.22% over the past 12 months.
John Hancock Funds Multi-Index 2050 Lifetime Portfolio
- 1D
- 0.37%
- 1M
- 5.03%
- YTD
- 12.33%
- 6M
- 13.06%
- 1Y
- 28.22%
- 3Y*
- 19.32%
- 5Y*
- 9.66%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.68%
- YTD
- 11.16%
- 6M
- 11.10%
- 1Y
- 27.46%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
JRTYX Monthly Returns History
Based on dividend-adjusted daily data since Nov 28, 2017, JRTYX's average daily return is +0.04%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.5%, while the worst month was Mar 2020 at -13.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, JRTYX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.10% | 1.87% | -6.12% | 8.89% | 4.25% | 0.37% | 12.33% | ||||||
| 2025 | 2.99% | -0.59% | -3.65% | 0.21% | 5.29% | 4.37% | 1.00% | 2.79% | 3.25% | 1.69% | 0.34% | 0.77% | 19.73% |
| 2024 | -0.23% | 4.25% | 3.19% | -3.95% | 4.26% | 1.36% | 2.48% | 2.21% | 2.16% | -2.05% | 4.32% | -3.35% | 15.12% |
| 2023 | 7.06% | -3.34% | 2.16% | 1.10% | -1.76% | 5.87% | 3.38% | -3.11% | -4.49% | -3.36% | 9.04% | 5.52% | 18.25% |
| 2022 | -4.77% | -2.50% | 1.54% | -7.80% | 0.47% | -7.96% | 6.53% | -3.74% | -9.26% | 6.01% | 7.90% | -4.48% | -18.27% |
| 2021 | -0.31% | 2.91% | 2.60% | 3.99% | 1.39% | 1.24% | 0.48% | 2.30% | -4.10% | 5.10% | -2.29% | 3.92% | 18.19% |
Benchmark Metrics
John Hancock Funds Multi-Index 2050 Lifetime Portfolio has an annualized alpha of -1.43%, beta of 0.87, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since November 29, 2017.
- This fund participated in 93.49% of S&P 500 Index downside but only 82.45% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.87 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.43%
- Beta
- 0.87
- R²
- 0.94
- Upside Capture
- 82.45%
- Downside Capture
- 93.49%
Expense Ratio
JRTYX has an expense ratio of 0.26%, which is considered low.
Return for Risk
Risk / Return Rank
JRTYX ranks 68 for risk / return — better than 68% 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 2050 Lifetime Portfolio (JRTYX) and compare them to S&P 500 Index.
| JRTYX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | 2.39 | +0.05 |
Sortino ratioReturn per unit of downside risk | 3.35 | 3.25 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.20 | 3.11 | +0.08 |
Martin ratioReturn relative to average drawdown | 14.17 | 14.38 | -0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
John Hancock Funds Multi-Index 2050 Lifetime Portfolio provided a 2.69% dividend yield over the last twelve months, with an annual payout of $0.52 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.52 | $0.23 | $0.25 | $0.81 | $0.81 | $0.52 | $1.00 | $1.06 |
Dividend yield | 2.69% | 3.02% | 1.53% | 1.94% | 7.22% | 5.55% | 3.96% | 8.47% | 10.40% |
Monthly Dividends
The table displays the monthly dividend distributions for John Hancock Funds Multi-Index 2050 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 | $0.52 | $0.52 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2022 | $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 |
| 2021 | $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 |
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 2050 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 2050 Lifetime Portfolio was 32.54%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.54%Mar 2020 | 1mo 2d | 5mo 4d | 6mo 6dFeb 2020 - Aug 2020 |
Bear market2022 | -25.89%Oct 2022 | 11mo 9d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
Rate-hike selloffLate 2018 | -18.02%Dec 2018 | 10mo 29d | 6mo 9d | 1y 5moJan 2018 - Jul 2019 |
2025 selloff2025 | -16.17%Apr 2025 | 1mo 18d | 1mo 27d | 3mo 15dFeb 2025 - Jun 2025 |
2026 pullback2026 | -9.19%Mar 2026 | 1mo 2d | 17d | 1mo 19dFeb 2026 - Apr 2026 |
Drawdown Indicators
| JRTYX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.54% | -56.78% | +24.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.19% | -9.10% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -16.17% | -18.90% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -25.89% | -25.43% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -10.72% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.97% | +0.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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