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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.49%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
JRTAXCategory AverageJRTAXCategory AverageJRTAXCategory Average
Alpha -0.95 0 -0.46 0 -0.44 0
BETA 0.92 0.01 0.92 0.01 0.95 0.01
Mean Annual Return 0.3 0.01 0.68 0.01 0.48 0.01
R-squared 99.18 0.96 98.89 0.96 98.49 0.95
Standard Deviation 11.6 0.09 10.75 0.08 9.64 0.08
Sharpe Ratio -0.08 0.01 0.5 0.01 0.4 0.01
Treynor Ratio -1.76 0.1 5.51 0.09 3.64 0.08

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