Nasdaq - Delayed Quote USD

JHancock Multimanager 2040 Lifetime R4 (JLIGX)

9.92 +0.08 (+0.81%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.98%
5y Average Return 7.75%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 36.33%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 36.33%
Worst 3Y Total Return 2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JLIGX
Category
YTD
6.92%
10.80%
1-Month
3.24%
1.06%
3-Month
6.92%
6.14%
1-Year
18.13%
33.59%
3-Year
3.28%
12.99%
5-Year
8.95%
12.87%
10-Year
7.71%
9.72%
Last Bull Market
33.27%
19.05%
Last Bear Market
-15.17%
-17.54%

Annual Total Return (%) History

Year
JLIGX
Category
2024
--
--
2023
16.93%
--
2022
-19.53%
--
2021
14.99%
--
2020
19.71%
14.56%
2019
24.26%
23.19%
2018
-9.01%
-7.74%
2017
21.01%
19.52%

2016
8.54%
7.95%
2015
-1.47%
-1.99%
2014
5.35%
5.25%
2013
23.70%
19.97%
2012
15.35%
14.64%
2011
-5.29%
-3.49%
2010
15.69%
14.37%
2009
36.33%
30.90%
2008
-40.39%
-37.94%
2007
9.07%
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.92% -- -- --
2023 5.83% 4.16% -4.32% 10.86%
2022 -6.32% -15.17% -6.78% 8.63%
2021 5.01% 6.49% -1.54% 4.45%
2020 -19.61% 20.35% 7.30% 15.32%
2019 12.14% 3.15% -0.72% 8.21%
2018 -0.08% 0.83% 3.20% -12.48%
2017 6.37% 3.99% 4.50% 4.69%
2016 -0.09% 1.68% 5.24% 1.52%
2015 2.51% 0.51% -8.49% 4.50%

2014 1.56% 4.17% -1.96% 1.57%
2013 7.19% 0.38% 7.07% 7.37%
2012 11.79% -4.38% 5.83% 1.97%
2011 5.08% -0.49% -16.85% 8.94%
2010 4.72% -11.04% 12.66% 10.23%
2009 -8.86% 20.83% 17.53% 5.33%
2008 -9.24% -0.40% -14.07% -23.26%
2007 2.54% 7.14% 1.96% -2.62%

Rank in Category (By Total Return)

YTD 34
1-Month 17
3-Month 34
1-Year 65
3-Year 93
5-Year 50

Load Adjusted Returns

1-Year 18.13%
3-Year 3.28%
5-Year 8.95%
10-Year 7.71%

Performance & Risk

YTD Return 3.98%
5y Average Return 7.75%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family John Hancock
Net Assets 973.32M
YTD Return 6.92%
Yield 2.03%
Morningstar Rating
Inception Date Oct 30, 2006

Fund Summary

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 2040. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

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