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JHancock Multimanager 2040 Lifetime I (JHRDX)
9.71
-0.51
(-4.99%)
At close: 8:06:23 AM EDT
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. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -3.13% |
| 5y Average Return | 13.02% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JHRDX | Category Average | JHRDX | Category Average | JHRDX | Category Average | |
| Alpha | 0.78 | -0.01 | 2.17 | -0.01 | 0.36 | -0.01 |
| BETA | 1.24 | 0.01 | 1.3 | 0.01 | 1.37 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 1.1 | 0.01 | 0.7 | 0.01 |
| R-squared | 97.39 | 0.98 | 97.17 | 0.98 | 96.76 | 0.97 |
| Standard Deviation | 15.7 | 0.15 | 15.24 | 0.13 | 14.04 | 0.12 |
| Sharpe Ratio | 0.05 | 0.01 | 0.68 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.3 | 0.09 | 7.67 | 0.09 | 4.2 | 0.07 |
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