BTO vs. SVBAX
Compare and contrast key facts about John Hancock Financial Opportunities Fund (BTO) and John Hancock Balanced Fund (SVBAX).
BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994. SVBAX is managed by John Hancock. It was launched on Oct 4, 1992.
Performance
BTO vs. SVBAX - Performance Comparison
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BTO vs. SVBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 4.20% | 5.85% | 28.92% | -1.16% | -23.58% | 61.86% | -8.97% | 38.87% | -25.68% | 13.12% |
SVBAX John Hancock Balanced Fund | -2.58% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 13.40% |
Returns By Period
In the year-to-date period, BTO achieves a 4.20% return, which is significantly higher than SVBAX's -2.58% return. Over the past 10 years, BTO has outperformed SVBAX with an annualized return of 10.87%, while SVBAX has yielded a comparatively lower 8.91% annualized return.
BTO
- 1D
- 4.88%
- 1M
- 2.50%
- YTD
- 4.20%
- 6M
- 3.43%
- 1Y
- 13.12%
- 3Y*
- 14.52%
- 5Y*
- 6.15%
- 10Y*
- 10.87%
SVBAX
- 1D
- -0.24%
- 1M
- -5.47%
- YTD
- -2.58%
- 6M
- 1.01%
- 1Y
- 14.91%
- 3Y*
- 12.95%
- 5Y*
- 7.35%
- 10Y*
- 8.91%
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BTO vs. SVBAX - Expense Ratio Comparison
BTO has a 2.01% expense ratio, which is higher than SVBAX's 1.03% expense ratio.
Return for Risk
BTO vs. SVBAX — Risk / Return Rank
BTO
SVBAX
BTO vs. SVBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Financial Opportunities Fund (BTO) 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.
| BTO | SVBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.38 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.99 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.29 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.80 | -0.99 |
Martin ratioReturn relative to average drawdown | 2.13 | 8.90 | -6.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTO | SVBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.38 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.69 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.83 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.67 | -0.37 |
Correlation
The correlation between BTO and SVBAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BTO vs. SVBAX - Dividend Comparison
BTO's dividend yield for the trailing twelve months is around 7.25%, less than SVBAX's 12.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTO John Hancock Financial Opportunities Fund | 7.25% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
SVBAX John Hancock Balanced Fund | 12.82% | 12.45% | 3.72% | 1.48% | 1.60% | 2.73% | 1.60% | 2.19% | 8.06% | 3.51% | 1.70% | 4.57% |
Drawdowns
BTO vs. SVBAX - Drawdown Comparison
The maximum BTO drawdown since its inception was -72.27%, which is greater than SVBAX's maximum drawdown of -40.81%. Use the drawdown chart below to compare losses from any high point for BTO and SVBAX.
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Drawdown Indicators
| BTO | SVBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.27% | -40.81% | -31.46% |
Max Drawdown (1Y)Largest decline over 1 year | -16.79% | -7.73% | -9.06% |
Max Drawdown (5Y)Largest decline over 5 years | -51.80% | -20.53% | -31.27% |
Max Drawdown (10Y)Largest decline over 10 years | -65.70% | -21.00% | -44.70% |
Current DrawdownCurrent decline from peak | -8.00% | -5.57% | -2.43% |
Average DrawdownAverage peak-to-trough decline | -19.08% | -5.26% | -13.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.45% | 1.56% | +4.89% |
Volatility
BTO vs. SVBAX - Volatility Comparison
John Hancock Financial Opportunities Fund (BTO) has a higher volatility of 7.28% compared to John Hancock Balanced Fund (SVBAX) at 3.23%. This indicates that BTO's price experiences larger fluctuations and is considered to be riskier than SVBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTO | SVBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 3.23% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 16.38% | 6.04% | +10.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.68% | 11.07% | +13.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.47% | 10.70% | +20.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.21% | 10.74% | +25.47% |