SVBAX vs. AMBFX

In the year-to-date period, SVBAX achieves a 2.23% return, which is significantly lower than AMBFX's 3.26% return. Over the past 10 years, SVBAX has outperformed AMBFX with an annualized return of 5.82%, while AMBFX has yielded a comparatively lower 5.50% annualized return.

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SVBAX has a 1.03% expense ratio, which is higher than AMBFX's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.

The current SVBAX Sharpe Ratio is 0.39, which is comparable to the AMBFX Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of SVBAX and AMBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SVBAX's dividend yield for the trailing twelve months is around 1.59%, less than AMBFX's 2.24% yield.

The maximum SVBAX drawdown since its inception was -40.82%, which is greater than AMBFX's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for SVBAX and AMBFX. For additional features, visit the drawdowns tool.

John Hancock Balanced Fund (SVBAX) has a higher volatility of 3.39% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.07%. This indicates that SVBAX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.