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John Hancock Fds, Balanced Fd Class R4: (MF: JBAFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$30.26 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.36 | 31 |
| 3 months | 8.38 | 10 |
| 6 months | 6.36 | 31 |
| 1 Year | 10.09 | 55 |
| 3 Year | 13.10 | 18 |
| 5 Year | 9.46 | 35 |
| 10 Year | 8.40 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 388.96 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.09 |
| 5 Year | 9.45 |
| 10 Year | 8.41 |
| Since Inception | 8.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.86 | 8.38 | NA | NA |
| 2024 | 7.44 | 2.05 | 2.85 | 0.62 |
| 2023 | 4.81 | 4.98 | -2.29 | 10.16 |
| 2022 | -5.43 | -11.85 | -4.42 | 5.87 |
| 2021 | 2.15 | 6.17 | 0.62 | 5.05 |
| 2020 | -10.95 | 14.82 | 5.74 | 7.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.36 | 13.48 | 18.44 | -15.65 | 14.65 | 16.19 | 21.46 | -4.82 | 14.10 | 8.26 | -1.73 |
| % Total Return Rel to Index | 0.16 | -11.54 | -7.80 | 2.55 | -14.02 | -2.21 | -10.02 | -0.43 | -7.69 | -3.67 | -3.12 |
| % Total Return Rel to Peer | 0.64 | 1.84 | 4.48 | -1.89 | 1.46 | 4.91 | 2.69 | 0.74 | 0.94 | 1.91 | 0.59 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.24 | 0.48 | 0.42 | 0.39 | 0.33 | 0.35 | 0.34 | 0.37 | 0.36 | 0.34 | 0.40 |
| % Yield | 0.74 | 1.54 | 1.78 | 1.65 | 1.12 | 1.37 | 1.50 | 1.84 | 1.64 | 1.73 | 2.07 |
| Capital Gains ($) | 0.00 | 0.63 | 0.00 | 0.00 | 0.45 | 0.07 | 0.15 | 1.11 | 0.48 | 0.00 | 0.52 |
| Expense Ratio | 0.86 | 0.87 | 0.88 | 0.87 | 0.88 | 0.90 | 0.92 | 0.92 | 0.92 | 0.92 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%