JETSX vs. SVBAX
Compare and contrast key facts about John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund (JETSX) and John Hancock Balanced Fund (SVBAX).
JETSX is managed by John Hancock. It was launched on May 1, 2000. SVBAX is managed by John Hancock. It was launched on Oct 4, 1992.
Performance
JETSX vs. SVBAX - Performance Comparison
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JETSX vs. SVBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund | -4.05% | 16.65% | 23.49% | 25.60% | -20.14% | 24.45% | 21.19% | 29.62% | -6.02% | 15.53% |
SVBAX John Hancock Balanced Fund | -0.63% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 11.79% |
Returns By Period
In the year-to-date period, JETSX achieves a -4.05% return, which is significantly lower than SVBAX's -0.63% return.
JETSX
- 1D
- 3.00%
- 1M
- -5.10%
- YTD
- -4.05%
- 6M
- -2.33%
- 1Y
- 17.41%
- 3Y*
- 17.45%
- 5Y*
- 9.91%
- 10Y*
- —
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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JETSX vs. SVBAX - Expense Ratio Comparison
JETSX has a 0.49% expense ratio, which is lower than SVBAX's 1.03% expense ratio.
Return for Risk
JETSX vs. SVBAX — Risk / Return Rank
JETSX
SVBAX
JETSX vs. SVBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund (JETSX) 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.
| JETSX | SVBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.54 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.23 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.26 | -1.85 |
Martin ratioReturn relative to average drawdown | 1.50 | 11.04 | -9.54 |
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
| JETSX | SVBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.54 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.71 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.68 | -0.01 |
Correlation
The correlation between JETSX and SVBAX is 0.91, 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
JETSX vs. SVBAX - Dividend Comparison
JETSX's dividend yield for the trailing twelve months is around 2.83%, less than SVBAX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund | 2.83% | 2.71% | 4.39% | 6.69% | 18.21% | 5.70% | 9.92% | 8.22% | 4.63% | 0.99% | 0.00% | 0.00% |
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
JETSX vs. SVBAX - Drawdown Comparison
The maximum JETSX drawdown since its inception was -34.90%, smaller than the maximum SVBAX drawdown of -40.81%. Use the drawdown chart below to compare losses from any high point for JETSX and SVBAX.
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Drawdown Indicators
| JETSX | SVBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.90% | -40.81% | +5.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -7.73% | -4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.97% | -20.53% | -5.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.00% | — |
Current DrawdownCurrent decline from peak | -6.26% | -3.68% | -2.58% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -5.26% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.40% | 1.58% | +3.82% |
Volatility
JETSX vs. SVBAX - Volatility Comparison
John Hancock Variable Insurance Trust Total Stock Market Index Trust Fund (JETSX) has a higher volatility of 5.52% compared to John Hancock Balanced Fund (SVBAX) at 3.92%. This indicates that JETSX'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
| JETSX | SVBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 3.92% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 6.35% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.23% | 11.22% | +9.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 10.73% | +7.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 10.76% | +8.46% |