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John Hancock Balanced Fund Class C: (MF: SVBCX)
(NASDAQ Mutual Funds) As of Sep 8, 2025 08:00 PM ET
$31.29 USD
+0.12 (0.39%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.73 | 47 |
| 3 months | 8.70 | 36 |
| 6 months | 3.57 | 70 |
| 1 Year | 9.68 | 42 |
| 3 Year | 10.38 | 37 |
| 5 Year | 7.82 | 56 |
| 10 Year | 7.47 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 106.01 |
| Bear Market (10/07 - 2/09) | -31.55 |
| Bull Market (2/09 - 3/21) | 329.17 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 8.02 |
| 5 Year | 8.51 |
| 10 Year | 7.48 |
| Since Inception | 5.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.08 | 8.15 | NA | NA |
| 2024 | 7.19 | 1.85 | 2.62 | 0.41 |
| 2023 | 4.58 | 4.75 | -2.53 | 9.96 |
| 2022 | -5.66 | -12.00 | -4.62 | 5.63 |
| 2021 | 1.95 | 5.94 | 0.40 | 4.81 |
| 2020 | -11.15 | 14.61 | 5.50 | 7.24 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.73 | 12.49 | 17.41 | -16.37 | 13.67 | 15.21 | 20.41 | -5.62 | 13.11 | 7.33 | -2.59 |
| % Total Return Rel to Index | -1.84 | -12.52 | -8.82 | 1.83 | -15.00 | -3.18 | -11.07 | -1.23 | -8.68 | -4.60 | -3.98 |
| % Total Return Rel to Peer | 0.26 | 0.86 | 3.45 | -2.61 | 0.48 | 3.94 | 1.64 | -0.05 | -0.04 | 0.98 | -0.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.11 | 0.23 | 0.22 | 0.19 | 0.10 | 0.16 | 0.17 | 0.20 | 0.19 | 0.19 | 0.23 |
| % Yield | 0.36 | 0.77 | 0.98 | 0.81 | 0.36 | 0.65 | 0.77 | 0.99 | 0.90 | 0.97 | 1.24 |
| Capital Gains ($) | 0.00 | 0.63 | 0.00 | 0.00 | 0.45 | 0.07 | 0.15 | 1.11 | 0.48 | 0.00 | 0.52 |
| Expense Ratio | 1.72 | 1.73 | 1.74 | 1.73 | 1.73 | 1.77 | 1.77 | 1.76 | 1.78 | 1.79 | 1.78 |
* 1 = Top 20%, 5 = Bottom 20%