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Nasdaq - Delayed Quote USD
John Hancock Balanced Fund Class R3 (JBAHX)
23.33
+0.13
+(0.56%)
At close: December 17 at 8:00:26 PM EST
Fund Summary
The investment seeks current income, long-term growth of capital and income and preservation of capital. 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 | 23.91% |
| Worst 1Y Total Return | -5.16% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 6.47% |
| 5y Average Return | 6.13% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JBAHX | Category Average | JBAHX | Category Average | JBAHX | Category Average | |
| Alpha | 2.18 | -0.01 | 0.74 | -0.01 | 0.4 | -0 |
| BETA | 1.07 | 0.01 | 1.06 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 0.78 | 0.01 | 0.71 | 0.01 |
| R-squared | 94.52 | 0.93 | 94.07 | 0.92 | 93.9 | 0.92 |
| Standard Deviation | 11.49 | 0.13 | 9.67 | 0.1 | 9.36 | 0.09 |
| Sharpe Ratio | 0.66 | 0.01 | 0.84 | 0.01 | 0.85 | 0.01 |
| Treynor Ratio | 6.88 | 0.09 | 7.68 | 0.09 | 7.1 | 0.07 |
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