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JHLAX: MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 5 (MUTUAL FUND)
Basic Info 13.65 0(0.0%) May 30
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 07/03/2006 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 1.18% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/03/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 2.6 | 6.2 | 1.9 | 2.8 | 3.7 | 5.9 | 5.0 | 8.0 | 11.1 | -23.3 | 4.2 | 11.4 | 19.1 | -6.4 | 15.3 | 7.1 | -1.1 | 4.4 | 16.3 | 14.1 | -2.1 | 13.7 | 33.7 | -31.4 | 5.9 | 9.3 |
| Sharpe Ratio | NA | 0.25 | 0.26 | -0.11 | 0.06 | 0.2 | NA | 0.31 | 0.17 | 0.77 | -1.4 | 0.38 | 0.55 | 2.55 | -0.89 | 3.54 | 0.79 | -0.12 | 0.62 | 2.37 | 1.82 | -0.15 | 1.18 | 1.99 | -1.33 | 0.29 | 2.71 |
| Draw Down(%) | NA | 11.0 | 12.4 | 15.0 | 29.8 | 29.8 | NA | 43.8 | 5.0 | 9.0 | 23.8 | 7.9 | 25.0 | 3.7 | 12.9 | 1.3 | 8.4 | 9.4 | 6.0 | 5.2 | 6.6 | 15.4 | 9.6 | 17.7 | 39.8 | 7.0 | 2.9 |
| Standard Deviation(%) | NA | 14.0 | 11.1 | 12.4 | 12.2 | 11.6 | NA | 12.4 | 8.2 | 9.0 | 17.7 | 10.8 | 20.3 | 6.9 | 8.8 | 4.2 | 8.7 | 9.0 | 7.1 | 6.9 | 7.8 | 14.8 | 11.5 | 16.9 | 24.2 | 10.2 | 6.0 |
| Treynor Ratio | NA | 0.04 | 0.03 | -0.02 | 0.01 | 0.02 | NA | 0.04 | 0.02 | 0.08 | -0.26 | 0.04 | 0.12 | 0.19 | -0.09 | 0.15 | 0.06 | -0.01 | 0.04 | 0.17 | 0.14 | -0.02 | 0.13 | 0.34 | -0.33 | 0.03 | 0.17 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.03 | -0.03 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | -0.03 | 0.0 | 0.04 | -0.05 | 0.0 | 0.0 |
| Beta | NA | 0.83 | 0.82 | 0.89 | 0.92 | 0.93 | NA | 0.97 | 0.85 | 0.86 | 0.94 | 1.03 | 0.96 | 0.95 | 0.87 | 0.97 | 1.08 | 1.0 | 1.01 | 0.95 | 1.03 | 1.08 | 1.07 | 1.0 | 0.97 | 1.07 | 0.94 |
| RSquared | NA | 0.93 | 0.92 | 0.77 | 0.79 | 0.86 | NA | 0.89 | 0.91 | 0.81 | 0.74 | 0.67 | 0.95 | 0.95 | 0.94 | 0.88 | 0.92 | 0.93 | 0.9 | 0.9 | 0.93 | 0.97 | 0.98 | 0.95 | 0.88 | 0.93 | 0.87 |
| Yield(%) | N/A | 0.4 | 3.1 | 2.6 | 3.0 | 4.9 | 5.8 | N/A | 3.2 | 2.9 | 2.2 | 3.6 | 2.7 | 10.3 | 8.2 | 8.4 | 7.2 | 6.9 | 3.2 | 3.3 | 3.1 | 3.3 | 4.1 | 4.5 | 6.0 | 4.8 | 8.6 |
| Dividend Growth(%) | N/A | -86.0 | 17.3 | -52.7 | -65.6 | N/A | N/A | N/A | 15.6 | -0.3 | -38.2 | 44.4 | -71.6 | 6.9 | 4.0 | 19.4 | -6.0 | 118.9 | 7.7 | 20.6 | -11.9 | -11.5 | 16.3 | -51.9 | 26.9 | -44.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2006
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