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John Hancock Balanced Fund Class I: (MF: SVBIX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$28.22 USD
-0.10 (-0.35%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.30 | 7 |
| 3 months | 3.04 | 7 |
| 6 months | 16.39 | 13 |
| 1 Year | 16.34 | 7 |
| 3 Year | 4.22 | 6 |
| 5 Year | 8.34 | 12 |
| 10 Year | 7.64 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 118.80 |
| Bear Market (10/07 - 2/09) | -30.52 |
| Bull Market (2/09 - 3/21) | 347.60 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 21.54 |
| 5 Year | 9.57 |
| 10 Year | 7.98 |
| Since Inception | 7.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.44 | NA | NA | NA |
| 2023 | 4.84 | 5.00 | -2.27 | 10.22 |
| 2022 | -5.39 | -11.81 | -4.36 | 5.90 |
| 2021 | 2.20 | 6.20 | 0.66 | 5.08 |
| 2020 | -10.94 | 14.89 | 5.77 | 7.50 |
| 2019 | 10.71 | 3.16 | 1.52 | 4.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.30 | 18.58 | -15.50 | 14.81 | 16.35 | 21.59 | -4.64 | 14.23 | 8.47 | -1.64 | 8.55 |
| % Total Return Rel to Index | -1.74 | -7.65 | 2.69 | -13.86 | -2.04 | -9.89 | -0.25 | -7.55 | -3.46 | -3.03 | -5.08 |
| % Total Return Rel to Peer | 1.94 | 4.62 | -1.75 | 1.63 | 5.08 | 2.82 | 0.92 | 1.08 | 2.12 | 0.68 | 3.14 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 3.00 | 2.00 | 1.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.07 | 0.46 | 0.43 | 0.36 | 0.38 | 0.37 | 0.40 | 0.39 | 0.37 | 0.42 | 0.46 |
| % Yield | 0.26 | 1.59 | 1.81 | 1.26 | 1.50 | 1.65 | 2.02 | 1.80 | 1.88 | 2.23 | 2.27 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.45 | 0.07 | 0.15 | 1.11 | 0.48 | 0.00 | 0.52 | 0.55 |
| Expense Ratio | 0.00 | 0.74 | 0.73 | 0.73 | 0.77 | 0.78 | 0.77 | 0.77 | 0.78 | 0.77 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%