John Hancock Venture Annuities Plan Investment Model Portfolios

This plan is based on a user’s input.

Investment options of John Hancock Venture Annuities Plan

Total Available Funds: 48

Asset Class

Ticker

Description

Others
Moderate Allocation	HVABX	American Funds American Asset Allocation
Moderate Allocation	JCLOX	John Hancock Core Allocation
Moderate Allocation	JCBOX	John Hancock Core Balanced
World Allocation	JGBOX	John Hancock Core Disciplined Diversification
Moderate Allocation	JCFOX	John Hancock Core Fundamental Holdings
World Allocation	JCGOX	John Hancock Core Global Diversification
Moderate Allocation	JIAOX	John Hancock Core Strategy
Financial	RPFGX	Davis Financial Services
Health	PRHSX	T.Rowe Price Health Sciences
Moderate Allocation	JELBX	John Hancock Lifestyle Balanced
Conservative Allocation	JELCX	John Hancock Lifestyle Conservative
Conservative Allocation	JELMX	John Hancock Lifestyle Moderate
ROOT	CASH	John Hancock Money Market
Natural Resources	JINRX	Wellington Natural Resources
Technology	PRSCX	RCM and T.Rowe Price Science & Technology

FIXED INCOME
Intermediate-Term Bond	RBFFX	American Funds American Bond
High Yield Bond	AHITX	American Funds American High-Income Bond
WORLD BOND	PIGLX	PIMCO Global Bond
High Yield Bond	WAHYX	Western Asset Management High Yield
Intermediate-Term Bond	JIQBX	Wellington Management Investment Quality Bond
SHORT GOVERNMENT	JSTDX	John Hancock Short Term Government Income
Intermediate-Term Bond	JEBNX	Declaration Total Bond Market A
Intermediate-Term Bond	PTTPX	PIMCO Total Return
ULTRASHORT BOND	CMGUX	John Hancock Ultra Short Term Bond

INTERNATIONAL EQUITY
WORLD STOCK	HVLBX	American Funds American Global Growth
WORLD STOCK	HVSBX	American Funds American Global Small Capitalization
Foreign Large Blend	HVTBX	American Funds American International
Foreign Large Value	GMIEX	GMO International Core
Foreign Large Growth	MIOFX	Marsico International Opportunities
Foreign Small/Mid Value	DFISX	DFA International Small Company
Foreign Large Value	TEMFX	Templeton International Value

US EQUITY
LARGE GROWTH	AGTHX	American Funds American Growth
LARGE BLEND	HVNBX	American Funds American Growth-Income
LARGE GROWTH	TRBCX	T.Rowe Price Blue Chip Growth
LARGE GROWTH	JICPX	Jennison Capital Appreciation
LARGE VALUE	PRFDX	T.Rowe Price Equity-Income
LARGE BLEND	SVVSX	Davis Foundamental Value
LARGE BLEND	JELAX	John Hancock Lifestyle Aggressive
LARGE BLEND	JELGX	John Hancock Lifestyle Growth
MID-CAP BLEND	JECIX	John Hancock Mid Cap Index
Mid-Cap Growth	JIMSX	Wellington Mid Cap Stock
Small Growth	JESGX	Wellington Small Cap Growth
SMALL BLEND	JISOX	Invesco/DFA Small Cap Opportunities
SMALL VALUE	JESVX	Wellington Small Cap Value
SMALL BLEND	PRSVX	T.Rowe Price Small Company Value
LARGE VALUE	VLUAX	Invesco Value

Emerging Market
DIVERSIFIED EMERGING MKTS	NEWFX	American Funds American New World

REAL ESTATE
REAL ESTATE	JIREX	DeAM Real Estate Securities

Investment model portfolios

We provide two types of investment model portfolios for John Hancock Venture Annuities Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
John Hancock Venture Annuities Plan Tactical Asset Allocation Moderate	NA	26.92%	-0.19%	5.38%	3.60%	5.65%	7.29%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	John Hancock … Moderate	-1.03	26.92	-0.19	5.38	3.60	5.65	7.29	…	…	NA	-0.50	6.58	13.18	-22.11	11.48	18.54	7.89	-4.27	9.36	0.47	-3.87	3.76	12.00	11.21	4.70	14.28	23.58	-5.21	18.37	16.61	8.99	13.50	17.37	4.83	-0.24	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	John Hancock … Moderate	NA	0.03	-0.42	0.15	0.14	NA	NA	…	…	NA	-0.06	0.00	0.81	-1.49	1.08	1.83	1.12	-0.71	1.55	0.05	-0.60	0.67	1.79	2.42	0.50	1.16	2.55	-1.09	1.44	1.64	1.29	1.54	3.24	0.89	-0.78	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	John Hancock … Moderate	NA	10.33	12.61	11.78	9.44	NA	NA	…	…	NA	9.18	10.40	11.04	15.73	10.65	9.99	5.79	7.84	5.64	5.42	6.50	5.60	6.70	4.61	9.43	12.23	9.21	5.64	10.69	8.14	5.28	8.13	5.14	4.19	3.26	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	John Hancock … Moderate	NA	8.27	24.03	25.97	25.97	NA	NA	…	…	NA	1.07	7.93	10.72	25.97	7.79	10.13	3.73	10.88	4.77	5.90	9.55	4.48	6.98	3.47	8.33	8.21	4.23	10.78	8.47	10.26	4.58	9.32	3.05	4.05	3.20	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	John Hancock … Moderate	NA	4.37	5.83	6.44	4.79	NA	NA	…	…	NA	NA	0.68	4.11	5.07	7.16	9.61	5.47	2.76	0.26	3.30	4.38	5.10	3.01	4.78	2.85	5.96	3.16	2.06	11.04	20.53	2.04	5.18	3.76	2.76	3.97	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

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