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JHancock Balanced C (SVBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.71+0.14 (+0.49%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.09%
5-year average return8.18%
Number of years up16
Number of years down8
Best 1-yr total return (2 Jul 2024)23.36%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.36%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVBCXCategory
YTD9.17%9.69%
1-month2.25%0.91%
3-month1.85%5.21%
1-year17.01%27.06%
3-year4.10%11.00%
5-year8.25%10.26%
10-year6.71%8.34%
Last bull market19.37%15.58%
Last bear market-12.01%-12.16%

Annual total return (%) history

Year
SVBCXCategory
2024
N/AN/A
2023
17.42%N/A
2022
-16.37%N/A
2021
13.68%N/A
2020
15.21%11.72%
2019
20.42%19.23%
2018
-5.63%-5.76%
2017
13.09%13.21%
2016
7.33%7.34%
2015
-2.60%-1.93%
2014
7.49%6.21%
2013
18.65%16.48%
2012
14.51%11.72%
2011
-3.88%-0.11%
2010
10.41%11.83%
2009
23.36%24.13%
2008
-25.95%-28.00%
2007
22.60%5.99%
2006
12.96%11.29%
2005
12.59%5.13%
2004
6.04%8.86%
2003
17.42%20.35%
2002
-18.71%-12.02%
2001
-5.99%-5.05%
2000
-2.51%1.82%
1999
N/A10.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%1.85%N/AN/A
20234.58%4.75%-2.53%9.96%
2022-5.67%-12.01%-4.62%5.63%
20211.95%5.95%0.41%4.82%
2020-11.15%14.61%5.50%7.24%
201910.45%2.97%1.22%4.61%
2018-1.86%1.10%4.83%-9.26%
20174.22%1.37%2.52%4.41%
20160.83%2.27%3.08%0.97%
20151.01%-0.93%-5.28%2.77%
20142.07%3.75%-0.78%2.31%
20137.01%0.42%3.75%6.42%
201211.44%-3.50%6.05%0.41%
20113.33%-1.89%-11.80%7.49%
20103.27%-6.54%8.00%5.91%
2009-2.35%11.08%11.07%2.40%
2008-3.45%2.93%-14.24%-13.12%
20073.94%6.04%5.83%5.11%
20064.47%0.99%1.89%5.08%
20050.19%4.56%6.53%0.88%
20041.50%-0.79%-0.09%5.40%
2003-0.95%9.59%0.83%7.28%
2002-0.06%-13.05%-11.86%6.13%
2001-5.65%1.75%-7.30%5.63%
2000-4.15%0.43%0.53%0.75%
1999-5.06%5.38%N/AN/A

Rank in category (by total return)

YTD18
1-month20
3-month29
1-year12
3-year23
5-year25

Load adjusted returns

1-year16.01%
3-year4.10%
5-year8.25%
10-year6.71%