AMBFX vs. SVBAX
AMBFX (American Funds American Balanced Fund® Class F-2) and SVBAX (John Hancock Balanced Fund) are both Diversified Portfolio funds. Over the past 10 years, AMBFX returned 10.56%/yr vs 10.28%/yr for SVBAX. Their correlation of 0.95 suggests significant overlap in exposure. AMBFX charges 0.35%/yr vs 1.03%/yr for SVBAX.
Performance
AMBFX vs. SVBAX - Performance Comparison
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Returns By Period
In the year-to-date period, AMBFX achieves a 9.50% return, which is significantly lower than SVBAX's 10.21% return. Both investments have delivered pretty close results over the past 10 years, with AMBFX having a 10.56% annualized return and SVBAX not far behind at 10.28%.
AMBFX
- 1D
- -0.32%
- 1M
- 1.44%
- YTD
- 9.50%
- 6M
- 9.41%
- 1Y
- 22.97%
- 3Y*
- 17.35%
- 5Y*
- 9.88%
- 10Y*
- 10.56%
SVBAX
- 1D
- -0.28%
- 1M
- 1.93%
- YTD
- 10.21%
- 6M
- 9.76%
- 1Y
- 22.72%
- 3Y*
- 16.22%
- 5Y*
- 8.92%
- 10Y*
- 10.28%
AMBFX vs. SVBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 9.50% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
SVBAX John Hancock Balanced Fund | 10.21% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 13.40% |
Correlation
The correlation between AMBFX and SVBAX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2008 | 0.95 |
The correlation between AMBFX and SVBAX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
AMBFX vs. SVBAX — Risk / Return Rank
AMBFX
SVBAX
AMBFX vs. SVBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund® Class F-2 (AMBFX) and John Hancock Balanced Fund (SVBAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMBFX | SVBAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.50 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 4.19 | -0.79 |
| Martin ratioReturn relative to average drawdown | 15.09 | 20.09 | -5.00 |
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Drawdowns
AMBFX vs. SVBAX - Drawdown Comparison
The maximum AMBFX drawdown since its inception was -35.05%, smaller than the maximum SVBAX drawdown of -40.81%. Use the drawdown chart below to compare losses from any high point for AMBFX and SVBAX.
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Drawdown Indicators
| AMBFX | SVBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.05% | -40.81% | +5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.00% | -5.57% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -10.64% | -12.06% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.65% | -20.53% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -22.31% | -21.00% | -1.31% |
Current DrawdownCurrent decline from peak | -0.51% | -0.34% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -5.23% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.57% | 1.16% | +0.41% |
Volatility
AMBFX vs. SVBAX - Volatility Comparison
American Funds American Balanced Fund® Class F-2 (AMBFX) and John Hancock Balanced Fund (SVBAX) have volatilities of 3.39% and 3.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMBFX | SVBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 3.39% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.31% | 7.03% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.22% | 8.71% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.57% | 10.86% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.72% | 10.83% | -0.11% |
AMBFX vs. SVBAX - Expense Ratio Comparison
AMBFX has a 0.35% expense ratio, which is lower than SVBAX's 1.03% expense ratio.
Dividends
AMBFX vs. SVBAX - Dividend Comparison
AMBFX's dividend yield for the trailing twelve months is around 7.31%, less than SVBAX's 10.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMBFX American Funds American Balanced Fund® Class F-2 | 7.31% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
SVBAX John Hancock Balanced Fund | 10.92% | 12.45% | 3.72% | 1.48% | 1.60% | 2.73% | 1.60% | 2.19% | 8.06% | 3.51% | 1.70% | 4.57% |
Frequently Asked Questions
With a correlation of 0.94, AMBFX and SVBAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SVBAX has higher volatility (3.39%) compared to AMBFX (3.39%). In terms of maximum drawdown, AMBFX dropped -35.05% vs SVBAX's -40.81%.
SVBAX currently has the higher Sharpe Ratio (2.68 vs 2.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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