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Nasdaq - Delayed Quote USD

JHancock 2020 Lifetime Blend Ptf R6 (JRTAX)

10.91
-0.01
(-0.09%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.58%
5y Average Return 6.12%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 18.49%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 18.49%
Worst 3Y Total Return 0.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JRTAX
Category
YTD
1.58%
5.78%
1-Month
-1.36%
0.81%
3-Month
1.58%
4.21%
1-Year
5.78%
18.91%
3-Year
3.00%
9.48%
5-Year
7.88%
8.82%
10-Year
5.43%
7.36%
Last Bull Market
10.35%
14.92%
Last Bear Market
-10.25%
-12.14%

Annual Total Return (%) History

Year
JRTAX
Category
2025
--
--
2024
7.25%
--
2023
11.14%
--
2022
-13.84%
--
2021
9.57%
--
2020
10.96%
10.79%
2019
18.49%
16.14%
2018
-4.78%
-4.49%

2017
12.87%
12.46%
2016
9.06%
6.23%
2015
-1.66%
-1.57%
2014
6.22%
4.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.58% -- -- --
2024 3.00% 0.38% 6.26% -2.37%
2023 4.06% 1.70% -3.34% 8.66%
2022 -4.51% -10.25% -5.66% 6.57%
2021 1.13% 4.91% -0.49% 3.79%
2020 -13.17% 12.96% 4.01% 8.78%
2019 8.43% 3.28% 1.00% 4.76%
2018 -0.98% 0.54% 2.86% -7.01%
2017 3.78% 2.55% 2.93% 3.03%
2016 1.99% 2.83% 3.23% 0.74%

2015 2.11% -0.94% -5.40% 2.77%
2014 1.71% 3.75% -1.24% 1.92%

Rank in Category (By Total Return)

YTD 26
1-Month 27
3-Month 26
1-Year 37
3-Year 74
5-Year 24

Load Adjusted Returns

1-Year 5.78%
3-Year 3.00%
5-Year 7.88%
10-Year 5.43%

Performance & Risk

YTD Return 1.58%
5y Average Return 6.12%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family John Hancock
Net Assets 300.19M
YTD Return 1.58%
Yield 3.21%
Morningstar Rating
Inception Date Nov 07, 2013

Fund Summary

Under normal market conditions, 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 2020. The 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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