Nasdaq - Delayed Quote USD
John Hancock Balanced Fund (JBAWX)
26.94
-0.26
(-0.96%)
As of 8:06:16 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JBAWX | Category Average | JBAWX | Category Average | JBAWX | Category Average | |
| Alpha | 1.88 | -0.01 | 2.26 | -0.01 | 1.64 | -0 |
| BETA | 0.94 | 0.01 | 0.96 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.54 | 0.01 | 0.93 | 0.01 | 0.67 | 0.01 |
| R-squared | 90.18 | 0.93 | 91.23 | 0.92 | 91.94 | 0.92 |
| Standard Deviation | 12.46 | 0.13 | 11.68 | 0.1 | 10.37 | 0.09 |
| Sharpe Ratio | 0.16 | 0.01 | 0.72 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 1.3 | 0.09 | 8.53 | 0.09 | 5.84 | 0.07 |
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