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John Hancock Balanced Fd Cl R6: (MF: JBAWX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:50 PM ET

$32.52 USD

+0.11 (0.34%)

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 10.78 3
3 months 3.66 5
6 months 8.74 3
1 Year 19.68 4
3 Year 15.51 4
5 Year 8.90 7
10 Year 10.26 8

* 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) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 21.13
5 Year 9.28
10 Year 10.62
Since Inception 10.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.52 11.70 NA NA
2025 -1.81 8.46 5.09 3.72
2024 7.50 2.12 2.90 0.68
2023 4.90 5.02 -2.24 10.23
2022 -5.40 -11.77 -4.33 5.92
2021 2.22 6.27 0.69 5.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.7716.0813.7418.73-15.4314.9616.4621.74-4.5514.338.59
% Total Return Rel to Index 0.91-2.13-11.27-7.512.77-13.71-1.93-9.74-0.16-7.46-3.34
% Total Return Rel to Peer 4.582.902.114.77-1.681.785.182.971.011.172.24
% Perf Quintile vs Peer* 1.001.002.001.003.003.001.002.003.002.002.00
% Dividends 0.270.630.550.480.450.390.410.390.420.410.39
% Yield 0.821.871.802.091.941.371.611.762.141.912.01
Capital Gains ($) 0.003.140.630.000.000.450.070.151.110.480.00
Expense Ratio 0.610.610.620.630.620.630.650.670.670.670.66

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