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John Hancock Balanced Fund Class R1 (JBAOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.36+0.07 (+0.30%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★★
Year-to-date return6.46%
5-year average return6.02%
Number of years up8
Number of years down3
Best 1-yr total return (3 Feb 2019)23.77%
Worst 1-yr total return (3 Feb 2019)-5.21%
Best 3-yr total return23.77%
Worst 3-yr total return4.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJBAOXCategory
YTD7.68%9.69%
1-month-1.97%0.91%
3-month5.59%5.21%
1-year12.81%27.06%
3-year8.83%11.00%
5-year9.17%10.26%
10-year8.34%8.34%
Last bull market19.15%15.58%
Last bear market-14.69%-12.16%

Annual total return (%) history

Year
JBAOXCategory
2020
N/A11.72%
2019
20.86%19.23%
2018
-5.21%-5.76%
2017
13.47%13.21%
2016
7.73%7.34%
2015
-2.23%-1.93%
2014
7.85%6.21%
2013
19.05%16.48%
2012
15.05%11.72%
2011
-3.52%-0.11%
2010
10.84%11.83%
2009
23.77%24.13%
2008
N/A-28.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-11.08%14.68%5.59%N/A
201910.53%2.98%1.35%4.76%
2018-1.77%1.23%4.89%-9.12%
20174.29%1.50%2.60%4.48%
20160.97%2.29%3.21%1.06%
20151.09%-0.79%-5.22%2.85%
20142.15%3.82%-0.68%2.40%
20137.08%0.53%3.84%6.50%
201211.57%-3.32%6.13%0.51%
20113.43%-1.79%-11.72%7.59%
20103.32%-6.46%8.21%5.99%
2009-2.29%11.21%11.10%2.53%
2008-12.98%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month48
3-month38
1-year10
3-year15
5-year18

Load adjusted returns

1-year12.81%
3-year8.83%
5-year9.17%
10-year8.34%