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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 2050 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 2050 Lifetime Portfolio (JRTYX) has returned -4.09% so far this year and 16.41% over the past 12 months.
John Hancock Funds Multi-Index 2050 Lifetime Portfolio
- 1D
- -0.30%
- 1M
- -8.68%
- YTD
- -4.09%
- 6M
- -1.38%
- 1Y
- 16.41%
- 3Y*
- 13.92%
- 5Y*
- 7.48%
- 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 Nov 28, 2017, JRTYX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, your investment would double in approximately 7.8 years.
Historically, 65% of months were positive and 35% 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% | -8.68% | -4.09% | |||||||||
| 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 -1.45%, 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 93.60% of S&P 500 Index downside but only 82.47% 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
- -1.45%
- Beta
- 0.87
- R²
- 0.94
- Upside Capture
- 82.47%
- Downside Capture
- 93.60%
Expense Ratio
JRTYX has an expense ratio of 0.26%, which is considered low.
Return for Risk
Risk / Return Rank
JRTYX ranks 55 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
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 a chosen benchmark (S&P 500 Index).
| JRTYX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.90 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.39 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.40 | -0.13 |
Martin ratioReturn relative to average drawdown | 5.98 | 6.61 | -0.63 |
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 JRTYX 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 2050 Lifetime Portfolio provided a 3.15% 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 | 3.15% | 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 | |||||||||
| 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.
The current John Hancock Funds Multi-Index 2050 Lifetime Portfolio drawdown is 9.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.54% | Feb 20, 2020 | 23 | Mar 23, 2020 | 107 | Aug 24, 2020 | 130 |
| -25.89% | Nov 9, 2021 | 235 | Oct 14, 2022 | 345 | Mar 1, 2024 | 580 |
| -18.02% | Jan 29, 2018 | 229 | Dec 24, 2018 | 128 | Jul 1, 2019 | 357 |
| -16.17% | Feb 19, 2025 | 35 | Apr 8, 2025 | 39 | Jun 4, 2025 | 74 |
| -9.19% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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