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SVBIX: JHancock Balanced I (MUTUAL FUND)
Basic Info 23.11 0.19(0.83%) March 21
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 07/01/2002 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 1.01% |
| Expenses | 0.78% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | 2.9 | -7.8 | 11.6 | 6.3 | 7.3 | 6.7 | 8.0 | -15.3 | 11.8 | 16.3 | 21.6 | -4.6 | 14.2 | 8.5 | -1.6 | 8.6 | 19.9 | 15.8 | -2.9 | 11.6 | 24.8 | -25.1 | 23.9 | 14.3 | 14.0 | 7.3 | 18.9 | -17.2 |
| SR | NA | 0.25 | -0.72 | 0.67 | 0.37 | 0.61 | NA | 0.51 | -1.08 | 1.46 | 0.89 | 2.62 | -0.54 | 2.92 | 0.95 | -0.19 | 1.25 | 2.62 | 1.84 | -0.19 | 1.09 | 1.52 | -1.0 | 1.97 | 1.45 | 1.68 | 0.85 | 1.7 | -1.27 |
| DD(%) | NA | 5.1 | 16.6 | 20.6 | 21.0 | 21.0 | NA | 40.7 | 20.0 | 3.8 | 21.0 | 4.5 | 13.2 | 1.8 | 7.2 | 8.8 | 4.9 | 5.5 | 7.3 | 16.1 | 9.5 | 13.5 | 40.7 | 6.4 | 5.1 | 4.6 | 5.6 | 7.4 | 25.3 |
| SD(%) | NA | 10.4 | 15.0 | 13.0 | 12.7 | 10.5 | NA | 12.2 | 15.5 | 8.0 | 18.0 | 7.7 | 11.0 | 4.7 | 8.6 | 9.0 | 6.9 | 7.6 | 8.6 | 15.2 | 10.6 | 16.3 | 26.0 | 10.6 | 7.6 | 7.1 | 7.5 | 10.7 | 17.9 |
| TR | NA | 0.03 | -0.12 | 0.1 | 0.05 | 0.07 | NA | 0.06 | -0.18 | 0.14 | 0.19 | 0.19 | -0.05 | 0.12 | 0.08 | -0.02 | 0.09 | 0.18 | 0.14 | -0.03 | 0.12 | 0.26 | -0.25 | 0.21 | 0.12 | 0.14 | 0.06 | 0.16 | -0.2 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.03 | 0.0 | 0.02 | -0.01 | 0.06 | 0.02 | 0.04 | -0.01 | -0.01 | -0.04 |
| Beta(%) | NA | 0.9 | 0.94 | 0.89 | 0.91 | 0.94 | NA | 1.0 | 0.93 | 0.85 | 0.86 | 1.06 | 1.11 | 1.12 | 1.09 | 1.03 | 1.01 | 1.08 | 1.15 | 1.1 | 0.98 | 0.96 | 1.03 | 1.01 | 0.89 | 0.87 | 1.0 | 1.11 | 1.15 |
| RS | NA | 0.95 | 0.95 | 0.91 | 0.93 | 0.93 | NA | 0.9 | 0.94 | 0.8 | 0.97 | 0.96 | 0.97 | 0.91 | 0.97 | 0.97 | 0.95 | 0.96 | 0.95 | 0.97 | 0.96 | 0.95 | 0.86 | 0.76 | 0.6 | 0.65 | 0.88 | 0.96 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2002
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See Moderate Allocation Asset Class Trend Rankings |
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