Canada markets open in 4 hours 30 minutes

JHancock Balanced I (SVBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
27.82+0.11 (+0.40%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.72%
5-Year Average Return9.10%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 6, 2024)24.81%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return24.81%
Worst 3-Yr Total Return4.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSVBIXCategory
YTD4.30%9.69%
1-Month-2.93%0.91%
3-Month3.04%5.21%
1-Year16.34%27.06%
3-Year4.22%11.00%
5-Year8.34%10.26%
10-Year7.65%8.34%
Last Bull Market19.89%15.58%
Last Bear Market-11.81%-12.16%

Annual Total Return (%) History

Year
SVBIXCategory
2024
N/AN/A
2023
18.59%N/A
2022
-15.51%N/A
2021
14.82%N/A
2020
16.35%11.72%
2019
21.60%19.23%
2018
-4.65%-5.76%
2017
14.22%13.21%
2016
8.48%7.34%
2015
-1.65%-1.93%
2014
8.58%6.21%
2013
19.87%16.48%
2012
15.81%11.72%
2011
-2.86%-0.11%
2010
11.61%11.83%
2009
24.81%24.13%
2008
-25.10%-28.00%
2007
23.89%5.99%
2006
14.29%11.29%
2005
14.02%5.13%
2004
7.31%8.86%
2003
18.87%20.35%
2002
N/A-12.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.45%N/AN/AN/A
20234.84%5.01%-2.28%10.23%
2022-5.40%-11.81%-4.37%5.90%
20212.20%6.21%0.66%5.08%
2020-10.94%14.89%5.78%7.50%
201910.72%3.17%1.52%4.86%
2018-1.61%1.35%5.09%-9.01%
20174.43%1.67%2.78%4.67%
20161.14%2.53%3.34%1.23%
20151.26%-0.68%-5.03%2.97%
20142.32%4.00%-0.52%2.58%
20137.29%0.64%4.03%6.71%
201211.73%-3.17%6.32%0.68%
20113.62%-1.67%-11.51%7.74%
20103.55%-6.34%8.37%6.20%
2009-2.08%11.38%11.36%2.76%
2008-3.18%3.21%-13.98%-12.87%
20074.23%6.26%6.20%5.33%
20064.78%1.30%2.11%5.45%
20050.51%4.88%6.84%1.24%
20041.84%-0.39%0.12%5.67%
2003-0.71%9.92%1.32%7.50%
2002-12.74%-11.61%6.40%N/A

Rank In Category (By Total Return)

YTD6
1-Month29
3-Month7
1-Year6
3-Year7
5-Year11

Load Adjusted Returns

1-Year16.34%
3-Year4.22%
5-Year8.34%
10-Year7.65%