JANBX vs. SVBAX
Compare and contrast key facts about Janus Henderson Balanced Fund (JANBX) and John Hancock Balanced Fund (SVBAX).
JANBX is managed by Janus Henderson. It was launched on Aug 31, 1992. SVBAX is managed by John Hancock. It was launched on Oct 4, 1992.
Performance
JANBX vs. SVBAX - Performance Comparison
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JANBX vs. SVBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | -5.36% | 14.99% | 15.36% | 15.38% | -16.60% | 17.22% | 14.34% | 22.53% | 0.64% | 17.78% |
SVBAX John Hancock Balanced Fund | -0.63% | 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, JANBX achieves a -5.36% return, which is significantly lower than SVBAX's -0.63% return. Both investments have delivered pretty close results over the past 10 years, with JANBX having a 9.37% annualized return and SVBAX not far behind at 9.13%.
JANBX
- 1D
- 1.58%
- 1M
- -4.89%
- YTD
- -5.36%
- 6M
- -4.13%
- 1Y
- 10.63%
- 3Y*
- 11.24%
- 5Y*
- 6.65%
- 10Y*
- 9.37%
SVBAX
- 1D
- 2.00%
- 1M
- -3.14%
- YTD
- -0.63%
- 6M
- 2.60%
- 1Y
- 16.62%
- 3Y*
- 13.70%
- 5Y*
- 7.58%
- 10Y*
- 9.13%
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JANBX vs. SVBAX - Expense Ratio Comparison
JANBX has a 0.70% expense ratio, which is lower than SVBAX's 1.03% expense ratio.
Return for Risk
JANBX vs. SVBAX — Risk / Return Rank
JANBX
SVBAX
JANBX vs. SVBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Balanced Fund (JANBX) 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.
| JANBX | SVBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.54 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.23 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.33 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 2.26 | -0.86 |
Martin ratioReturn relative to average drawdown | 5.58 | 11.04 | -5.46 |
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
| JANBX | SVBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.54 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.71 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.85 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.68 | -0.02 |
Correlation
The correlation between JANBX and SVBAX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JANBX vs. SVBAX - Dividend Comparison
JANBX's dividend yield for the trailing twelve months is around 8.80%, less than SVBAX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JANBX Janus Henderson Balanced Fund | 8.80% | 8.78% | 6.96% | 2.25% | 1.95% | 4.50% | 2.49% | 2.85% | 7.06% | 4.65% | 2.55% | 5.81% |
SVBAX John Hancock Balanced Fund | 12.57% | 12.45% | 3.72% | 1.48% | 1.60% | 2.73% | 1.60% | 2.19% | 8.06% | 3.51% | 1.70% | 4.57% |
Drawdowns
JANBX vs. SVBAX - Drawdown Comparison
The maximum JANBX drawdown since its inception was -31.70%, smaller than the maximum SVBAX drawdown of -40.81%. Use the drawdown chart below to compare losses from any high point for JANBX and SVBAX.
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Drawdown Indicators
| JANBX | SVBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -40.81% | +9.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.13% | -7.73% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.52% | -20.53% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -22.49% | -21.00% | -1.49% |
Current DrawdownCurrent decline from peak | -6.68% | -3.68% | -3.00% |
Average DrawdownAverage peak-to-trough decline | -6.66% | -5.26% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 1.58% | +0.46% |
Volatility
JANBX vs. SVBAX - Volatility Comparison
Janus Henderson Balanced Fund (JANBX) and John Hancock Balanced Fund (SVBAX) have volatilities of 3.80% and 3.92%, 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
| JANBX | SVBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 3.92% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 6.35% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 11.22% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 10.73% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.12% | 10.76% | +0.36% |