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John Hancock Fds, Balanced Fd Class R4: (MF: JBAFX)

(NASDAQ Mutual Funds) As of Aug 24, 2026 05:59 PM ET

$32.68 USD

-0.02 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.65 4
3 months 3.61 8
6 months 8.62 4
1 Year 19.42 5
3 Year 15.23 7
5 Year 8.63 11
10 Year 9.99 14

* 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) 484.14

Load Adjusted Returns as of Jul 31, 2026

1 Year 20.82
5 Year 9.02
10 Year 10.34
Since Inception 9.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.58 11.63 NA NA
2025 -1.86 8.38 5.00 3.67
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.6415.7813.4818.44-15.6514.6516.1921.46-4.8214.108.26
% Total Return Rel to Index 0.78-2.43-11.54-7.802.55-14.02-2.21-10.02-0.43-7.69-3.67
% Total Return Rel to Peer 4.452.601.844.48-1.891.464.912.690.740.941.91
% Perf Quintile vs Peer* 1.001.002.001.003.003.001.002.003.003.002.00
% Dividends 0.240.550.480.420.390.330.350.340.370.360.34
% Yield 0.691.621.541.801.651.121.371.501.841.641.73
Capital Gains ($) 0.003.140.630.000.000.450.070.151.110.480.00
Expense Ratio 0.860.860.870.880.870.880.900.920.920.920.92

* 1 = Top 20%, 5 = Bottom 20%