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John Hancock Balanced Fund Class I: (MF: SVBIX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$30.20 USD
+0.07 (0.23%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.44 | 29 |
| 3 months | 8.44 | 7 |
| 6 months | 6.44 | 29 |
| 1 Year | 10.24 | 51 |
| 3 Year | 13.25 | 15 |
| 5 Year | 9.61 | 31 |
| 10 Year | 8.56 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.80 |
| Bear Market (10/07 - 2/09) | -30.52 |
| Bull Market (2/09 - 3/21) | 403.78 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.24 |
| 5 Year | 9.60 |
| 10 Year | 8.56 |
| Since Inception | 7.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.84 | 8.44 | NA | NA |
| 2024 | 7.44 | 2.09 | 2.87 | 0.66 |
| 2023 | 4.84 | 5.00 | -2.27 | 10.22 |
| 2022 | -5.39 | -11.81 | -4.36 | 5.90 |
| 2021 | 2.20 | 6.20 | 0.66 | 5.08 |
| 2020 | -10.94 | 14.89 | 5.77 | 7.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.44 | 13.60 | 18.58 | -15.50 | 14.81 | 16.35 | 21.59 | -4.64 | 14.23 | 8.47 | -1.64 |
| % Total Return Rel to Index | 0.24 | -11.41 | -7.65 | 2.69 | -13.86 | -2.04 | -9.89 | -0.25 | -7.55 | -3.46 | -3.03 |
| % Total Return Rel to Peer | 0.72 | 1.97 | 4.62 | -1.75 | 1.63 | 5.08 | 2.82 | 0.92 | 1.08 | 2.12 | 0.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.26 | 0.52 | 0.46 | 0.43 | 0.36 | 0.38 | 0.37 | 0.40 | 0.39 | 0.37 | 0.42 |
| % Yield | 0.81 | 1.68 | 1.94 | 1.81 | 1.26 | 1.50 | 1.65 | 2.02 | 1.80 | 1.88 | 2.23 |
| Capital Gains ($) | 0.00 | 0.63 | 0.00 | 0.00 | 0.45 | 0.07 | 0.15 | 1.11 | 0.48 | 0.00 | 0.52 |
| Expense Ratio | 0.72 | 0.73 | 0.74 | 0.73 | 0.73 | 0.77 | 0.78 | 0.77 | 0.77 | 0.78 | 0.77 |
* 1 = Top 20%, 5 = Bottom 20%