John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX)
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 2050. 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
US47804U5240
Nov 6, 2013
$0
Large-Cap
Blend
Expense Ratio
JRTYX has an expense ratio of 0.26%, which is considered low.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX) returned 4.08% year-to-date (YTD) and 12.29% over the past 12 months. Over the past 10 years, JRTYX returned 5.05% annually, underperforming the S&P 500 benchmark at 10.85%.
JRTYX
4.08%
5.29%
0.59%
12.29%
7.87%
8.95%
5.05%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JRTYX, 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 | 2.99% | -0.59% | -3.65% | 0.21% | 5.29% | 4.08% | |||||||
| 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% | -9.58% | -22.64% |
| 2021 | -0.31% | 2.91% | 2.60% | 3.99% | 1.39% | 1.24% | 0.47% | 2.30% | -4.10% | 5.10% | -2.29% | 0.56% | 14.37% |
| 2020 | -1.36% | -6.90% | -13.52% | 10.71% | 4.84% | 2.40% | 5.14% | 5.14% | -3.02% | -1.68% | 11.45% | 1.82% | 12.90% |
| 2019 | 7.72% | 2.72% | 1.15% | 3.14% | -5.67% | 6.28% | 0.00% | -1.94% | 1.98% | 2.03% | 2.40% | -3.03% | 17.25% |
| 2018 | 4.70% | -4.18% | -0.97% | 0.33% | 0.97% | -0.40% | 2.75% | 1.02% | 0.16% | -7.07% | 1.76% | -13.94% | -15.19% |
| 2017 | 0.00% | 0.00% | 0.00% | 12.72% | 1.54% | 0.67% | 2.26% | 0.25% | 1.96% | 1.92% | 1.81% | -2.63% | 21.66% |
| 2016 | -4.99% | -0.62% | 7.26% | 0.68% | 0.86% | -1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.67% |
| 2015 | -1.70% | 5.09% | -1.00% | 1.29% | 0.46% | -2.27% | 0.93% | -6.16% | -2.94% | 7.06% | -0.09% | -2.05% | -2.05% |
| 2014 | -3.77% | 4.64% | 0.59% | 0.49% | 2.05% | 1.91% | -1.88% | 3.25% | -2.78% | 2.00% | 1.68% | -1.27% | 6.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JRTYX is 58, indicating average performance compared to other mutual funds on our website. Here’s 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 2050 Lifetime Portfolio (JRTYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
John Hancock Funds Multi-Index 2050 Lifetime Portfolio provided a 1.47% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.25 | $0.81 | $0.82 | $0.52 | $1.00 | $1.06 | $0.78 | $0.00 | $0.17 | $0.15 |
Dividend yield | 1.47% | 1.53% | 1.94% | 7.23% | 5.55% | 3.95% | 8.47% | 10.40% | 6.32% | 0.00% | 1.70% | 1.45% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $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 | $0.23 | $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 | $0.82 | $0.82 |
| 2020 | $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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.00 |
| 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 | $0.78 | $0.78 |
| 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 | $0.17 | $0.17 |
| 2014 | $0.15 | $0.15 |
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.
Loading data...
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 35.12%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current John Hancock Funds Multi-Index 2050 Lifetime Portfolio drawdown is 0.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.12% | Jan 29, 2018 | 541 | Mar 23, 2020 | 161 | Nov 9, 2020 | 702 |
| -28.28% | Nov 9, 2021 | 235 | Oct 14, 2022 | 438 | Jul 16, 2024 | 673 |
| -17.03% | May 22, 2015 | 183 | Feb 11, 2016 | 304 | Apr 27, 2017 | 487 |
| -16.17% | Feb 19, 2025 | 35 | Apr 8, 2025 | — | — | — |
| -7.84% | Sep 8, 2014 | 29 | Oct 16, 2014 | 26 | Nov 21, 2014 | 55 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...