JIEHX vs. SVBAX
Compare and contrast key facts about John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) and John Hancock Balanced Fund (SVBAX).
JIEHX is managed by John Hancock. It was launched on Mar 29, 2016. SVBAX is managed by John Hancock. It was launched on Oct 4, 1992.
Performance
JIEHX vs. SVBAX - Performance Comparison
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JIEHX vs. SVBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | -1.41% | 20.12% | 15.37% | 18.47% | -18.03% | 18.48% | 16.08% | 25.00% | -8.22% | 16.82% |
SVBAX John Hancock Balanced Fund | -0.63% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 12.62% |
Returns By Period
In the year-to-date period, JIEHX achieves a -1.41% return, which is significantly lower than SVBAX's -0.63% return.
JIEHX
- 1D
- 2.77%
- 1M
- -5.70%
- YTD
- -1.41%
- 6M
- 1.03%
- 1Y
- 19.48%
- 3Y*
- 15.26%
- 5Y*
- 8.07%
- 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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JIEHX vs. SVBAX - Expense Ratio Comparison
JIEHX has a 0.01% expense ratio, which is lower than SVBAX's 1.03% expense ratio.
Return for Risk
JIEHX vs. SVBAX — Risk / Return Rank
JIEHX
SVBAX
JIEHX vs. SVBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) 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.
| JIEHX | SVBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.54 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.23 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.26 | -0.53 |
Martin ratioReturn relative to average drawdown | 8.07 | 11.04 | -2.97 |
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
| JIEHX | SVBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.54 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.71 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.68 | -0.06 |
Correlation
The correlation between JIEHX and SVBAX is 0.93, 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
JIEHX vs. SVBAX - Dividend Comparison
JIEHX's dividend yield for the trailing twelve months is around 3.60%, less than SVBAX's 12.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIEHX John Hancock Funds Multi-Index 2060 Lifetime Portfolio | 3.60% | 3.55% | 1.76% | 2.17% | 6.57% | 5.15% | 3.18% | 6.88% | 6.99% | 1.76% | 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
JIEHX vs. SVBAX - Drawdown Comparison
The maximum JIEHX drawdown since its inception was -32.55%, smaller than the maximum SVBAX drawdown of -40.81%. Use the drawdown chart below to compare losses from any high point for JIEHX and SVBAX.
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Drawdown Indicators
| JIEHX | SVBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.55% | -40.81% | +8.26% |
Max Drawdown (1Y)Largest decline over 1 year | -11.60% | -7.73% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -20.53% | -5.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.00% | — |
Current DrawdownCurrent decline from peak | -6.67% | -3.68% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -5.26% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.58% | +0.91% |
Volatility
JIEHX vs. SVBAX - Volatility Comparison
John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) has a higher volatility of 5.95% compared to John Hancock Balanced Fund (SVBAX) at 3.92%. This indicates that JIEHX'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
| JIEHX | SVBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 3.92% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 6.35% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.44% | 11.22% | +5.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 10.73% | +4.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 10.76% | +5.74% |