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John Hancock Balanced Fund Class I: (MF: SVBIX)

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

$32.45 USD

+0.10 (0.31%)

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 10.70 4
3 months 3.64 6
6 months 8.69 3
1 Year 19.55 5
3 Year 15.38 5
5 Year 8.78 9
10 Year 10.15 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 118.80
Bear Market (10/07 - 2/09) -30.52
Bull Market (2/09 - 3/21) 502.68

Load Adjusted Returns as of Jul 31, 2026

1 Year 21.00
5 Year 9.17
10 Year 10.50
Since Inception 8.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.58 11.70 NA NA
2025 -1.84 8.44 5.03 3.73
2024 7.44 2.09 2.87 0.66
2023 4.84 5.00 -2.27 10.22
2022 -5.39 -11.81 -4.36 5.90
2021 2.20 6.20 0.66 5.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.7015.9913.6018.58-15.5014.8116.3521.59-4.6414.238.47
% Total Return Rel to Index 0.83-2.22-11.41-7.652.69-13.86-2.04-9.89-0.25-7.55-3.46
% Total Return Rel to Peer 4.512.811.974.62-1.751.635.082.820.921.082.12
% Perf Quintile vs Peer* 1.001.002.001.003.003.001.002.003.003.002.00
% Dividends 0.260.600.520.460.430.360.380.370.400.390.37
% Yield 0.761.761.681.951.811.261.501.652.021.801.88
Capital Gains ($) 0.003.140.630.000.000.450.070.151.110.480.00
Expense Ratio 0.710.720.730.740.730.730.770.780.770.770.78

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