SVBAX vs. JGYIX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and John Hancock Global Shareholder Yield Fund (JGYIX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. JGYIX is managed by John Hancock. It was launched on Feb 28, 2007.
Performance
SVBAX vs. JGYIX - Performance Comparison
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SVBAX vs. JGYIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
JGYIX John Hancock Global Shareholder Yield Fund | 3.82% | 24.13% | 14.38% | 11.36% | -4.87% | 17.65% | -1.36% | 20.86% | -9.27% | 16.72% |
Returns By Period
In the year-to-date period, SVBAX achieves a -2.58% return, which is significantly lower than JGYIX's 3.82% return. Both investments have delivered pretty close results over the past 10 years, with SVBAX having a 8.91% annualized return and JGYIX not far ahead at 8.94%.
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%
JGYIX
- 1D
- 0.08%
- 1M
- -6.18%
- YTD
- 3.82%
- 6M
- 7.31%
- 1Y
- 22.08%
- 3Y*
- 16.78%
- 5Y*
- 11.39%
- 10Y*
- 8.94%
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SVBAX vs. JGYIX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than JGYIX's 0.84% expense ratio.
Return for Risk
SVBAX vs. JGYIX — Risk / Return Rank
SVBAX
JGYIX
SVBAX vs. JGYIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and John Hancock Global Shareholder Yield Fund (JGYIX). 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.
| SVBAX | JGYIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.68 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.26 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.03 | -0.23 |
Martin ratioReturn relative to average drawdown | 8.90 | 10.04 | -1.14 |
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
| SVBAX | JGYIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.68 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.87 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.60 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.43 | +0.24 |
Correlation
The correlation between SVBAX and JGYIX is 0.85, 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
SVBAX vs. JGYIX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 12.82%, less than JGYIX's 12.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JGYIX John Hancock Global Shareholder Yield Fund | 12.96% | 13.30% | 8.21% | 4.37% | 9.51% | 11.27% | 2.71% | 4.81% | 6.31% | 2.91% | 3.19% | 7.64% |
Drawdowns
SVBAX vs. JGYIX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, smaller than the maximum JGYIX drawdown of -46.76%. Use the drawdown chart below to compare losses from any high point for SVBAX and JGYIX.
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Drawdown Indicators
| SVBAX | JGYIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.81% | -46.76% | +5.95% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -10.71% | +2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -18.97% | -1.56% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -36.45% | +15.45% |
Current DrawdownCurrent decline from peak | -5.57% | -6.18% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -6.82% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 2.17% | -0.61% |
Volatility
SVBAX vs. JGYIX - Volatility Comparison
The current volatility for John Hancock Balanced Fund (SVBAX) is 3.23%, while John Hancock Global Shareholder Yield Fund (JGYIX) has a volatility of 3.88%. This indicates that SVBAX experiences smaller price fluctuations and is considered to be less risky than JGYIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVBAX | JGYIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.88% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 7.31% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 13.58% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 13.15% | -2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.74% | 14.96% | -4.22% |