Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

John Hancock Funds II - Multi-Index 2030 Preservation Portfolio (JRHOX)

10.12
-0.05
(-0.49%)
As of December 13 at 8:01:20 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 7.02%
5y Average Return 4.12%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Jul 14, 2023) 18.06%
Worst 1Y Total Return (Jul 14, 2023) --
Best 3Y Total Return 18.06%
Worst 3Y Total Return 0.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JRHOX
Category
YTD
7.02%
7.97%
1-Month
1.40%
0.98%
3-Month
2.01%
5.18%
1-Year
6.82%
25.53%
3-Year
2.55%
11.28%
5-Year
4.12%
10.98%
10-Year
5.51%
8.54%
Last Bull Market
18.46%
17.21%
Last Bear Market
-10.61%
-15.52%

Annual Total Return (%) History

Year
JRHOX
Category
2023
--
--
2022
-16.33%
--
2021
8.69%
--
2020
13.13%
12.99%
2019
18.06%
20.07%
2018
-4.90%
-6.25%
2017
14.29%
16.57%
2016
8.31%
7.33%

2015
-1.74%
-1.79%
2014
5.88%
5.04%
2013
15.71%
16.65%
2012
13.07%
13.59%
2011
0.53%
-2.26%
2010
--
13.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.39% 1.80% -- --
2022 -5.74% -10.61% -5.85% 5.45%
2021 0.29% 5.00% -0.62% 3.86%
2020 -10.96% 12.39% 4.11% 8.57%
2019 8.21% 3.21% 0.83% 4.84%
2018 -0.86% 0.43% 2.81% -7.11%
2017 4.13% 2.86% 3.42% 3.17%
2016 1.67% 2.11% 3.44% 0.86%
2015 1.96% -0.59% -5.80% 2.91%
2014 1.33% 3.77% -1.19% 1.91%

2013 5.49% -0.92% 4.57% 5.87%
2012 8.62% -2.32% 5.02% 1.47%
2011 4.22% 0.64% -11.16% 7.88%
2010 9.66% 7.14% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 5.51%
3-Year 2.99%
5-Year 4.27%
10-Year 5.76%

Performance & Risk

YTD Return 7.02%
5y Average Return 4.12%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Target-Date 2030
Fund Family John Hancock
Net Assets 1.39M
YTD Return 7.02%
Yield 2.42%
Morningstar Rating
Inception Date Oct 22, 2021

Fund Summary

The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2030. 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 44% of its assets in underlying funds that invest primarily in equity securities.

Related Tickers