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John Hancock Funds II - Retirement Choices at 2060 Fund (JPORX)

10.88
0.00
(0.00%)
At close: December 13 at 8:00:31 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 6.99%
5y Average Return 4.85%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Aug 25, 2023) 23.10%
Worst 1Y Total Return (Aug 25, 2023) --
Best 3Y Total Return 23.10%
Worst 3Y Total Return 2.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JPORX
Category
YTD
6.99%
6.10%
1-Month
-5.06%
0.90%
3-Month
2.48%
6.10%
1-Year
0.85%
14.41%
3-Year
3.00%
4.94%
5-Year
4.85%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
29.53%
5.12%
Last Bear Market
-14.39%
0.00%

Annual Total Return (%) History

Year
JPORX
Category
2023
--
--
2022
-19.39%
--
2021
15.14%
--
2020
15.57%
15.52%
2019
23.10%
25.15%
2018
-7.44%
-8.52%
2017
18.74%
21.27%
2016
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 5.68% 4.44% -- --
2022 -6.13% -14.39% -7.37% 8.28%
2021 3.31% 6.47% -1.30% 6.06%
2020 -16.88% 16.46% 5.98% 12.64%
2019 10.84% 3.38% 0.25% 7.16%
2018 -0.74% 0.83% 3.85% -10.94%
2017 5.35% 3.38% 4.31% 4.53%
2016 2.00% 4.22% 1.78% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 7.22%
3-Year 6.24%
5-Year 6.16%
10-Year --

Performance & Risk

YTD Return 6.99%
5y Average Return 4.85%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family John Hancock
Net Assets 1.44M
YTD Return 6.99%
Yield 1.52%
Morningstar Rating
Inception Date Mar 30, 2016

Fund Summary

Under normal market conditions, the fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2060. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The Portfolio has a target asset allocation of 85% of its assets in underlying funds that invest primarily in equity securities.

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