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Nasdaq - Delayed Quote USD

John Hancock Balanced Fund (JBAWX)

26.94
-0.26
(-0.96%)
As of 8:06:16 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.48%
5y Average Return 9.08%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 15, 2025) 21.74%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 21.74%
Worst 3Y Total Return 4.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JBAWX
Category
YTD
-1.81%
9.69%
1-Month
-3.90%
0.91%
3-Month
-1.81%
5.21%
1-Year
3.88%
27.06%
3-Year
5.83%
11.00%
5-Year
11.00%
10.26%
10-Year
7.73%
8.34%
Last Bull Market
10.07%
15.58%
Last Bear Market
-11.77%
-12.16%

Annual Total Return (%) History

Year
JBAWX
Category
2025
--
--
2024
13.73%
--
2023
18.73%
--
2022
-15.44%
--
2021
14.97%
--
2020
16.46%
11.72%
2019
21.74%
19.23%
2018
-4.56%
-5.76%

2017
14.31%
13.21%
2016
8.59%
7.34%
2015
-1.48%
-1.93%
2014
8.71%
6.21%
2013
19.94%
16.48%
2012
15.86%
11.72%
2011
--
-0.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.81% -- -- --
2024 7.50% 2.12% 2.90% 0.68%
2023 4.91% 5.03% -2.25% 10.24%
2022 -5.40% -11.77% -4.34% 5.92%
2021 2.22% 6.27% 0.69% 5.10%
2020 -10.90% 14.90% 5.80% 7.52%
2019 10.73% 3.24% 1.54% 4.88%
2018 -1.59% 1.42% 5.06% -8.98%
2017 4.45% 1.69% 2.80% 4.69%
2016 1.16% 2.50% 3.37% 1.31%

2015 1.28% -0.60% -5.00% 3.00%
2014 2.41% 3.97% -0.49% 2.61%
2013 7.30% 0.66% 4.05% 6.73%
2012 11.73% -3.22% 6.40% 0.69%
2011 7.81% -- -- --

Rank in Category (By Total Return)

YTD 77
1-Month 88
3-Month 77
1-Year 79
3-Year 16
5-Year 27

Load Adjusted Returns

1-Year 3.88%
3-Year 5.83%
5-Year 11.00%
10-Year 7.73%

Performance & Risk

YTD Return -4.48%
5y Average Return 9.08%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family John Hancock
Net Assets 5.52B
YTD Return -1.81%
Yield 2.03%
Morningstar Rating
Inception Date Oct 05, 1992

Fund Summary

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.

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