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John Hancock Balanced Fund Class A: (MF: SVBAX)

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

$32.49 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 10.52 4
3 months 3.56 9
6 months 8.52 4
1 Year 19.21 5
3 Year 15.04 9
5 Year 8.46 13
10 Year 9.82 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 113.37
Bear Market (10/07 - 2/09) -30.91
Bull Market (2/09 - 3/21) 469.55

Load Adjusted Returns as of Jul 31, 2026

1 Year 15.45
5 Year 7.88
10 Year 9.68
Since Inception 7.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.62 11.59 NA NA
2025 -1.91 8.35 4.98 3.62
2024 7.40 2.02 2.79 0.58
2023 4.75 4.92 -2.35 10.13
2022 -5.49 -11.86 -4.44 5.81
2021 2.12 6.16 0.58 4.99

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.5215.6213.2918.21-15.7814.5015.9721.27-4.9413.938.07
% Total Return Rel to Index 0.69-2.59-11.72-8.032.42-14.18-2.42-10.21-0.55-7.85-3.85
% Total Return Rel to Peer 4.362.441.664.25-2.021.314.702.510.620.781.72
% Perf Quintile vs Peer* 1.001.003.001.004.003.001.002.003.003.002.00
% Dividends 0.210.510.430.380.360.280.320.310.340.330.31
% Yield 0.641.511.421.671.531.001.251.411.721.541.62
Capital Gains ($) 0.003.140.630.000.000.450.070.151.110.480.00
Expense Ratio 1.011.021.031.041.031.031.071.071.061.081.09

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