Nasdaq - Delayed Quote USD
JHancock Balanced A (SVBAX)
At close: 8:01 PM EST
Fund Summary
Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.29% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | 12.48% |
| 5y Average Return | 8.86% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SVBAX | Category Average | SVBAX | Category Average | SVBAX | Category Average | |
| Alpha | 1.8 | -0.01 | 2.46 | -0.01 | 1.35 | -0 |
| BETA | 0.94 | 0.01 | 0.94 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.75 | 0.01 | 0.64 | 0.01 |
| R-squared | 92.75 | 0.93 | 93.51 | 0.92 | 92.94 | 0.92 |
| Standard Deviation | 12.34 | 0.13 | 12.1 | 0.1 | 10.24 | 0.09 |
| Sharpe Ratio | 0.05 | 0.01 | 0.54 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | -0.18 | 0.09 | 6.41 | 0.09 | 5.72 | 0.07 |
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