SVBAX vs. PDT
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and John Hancock Premium Dividend Fund (PDT).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. PDT is managed by John Hancock. It was launched on Dec 14, 1989.
Performance
SVBAX vs. PDT - Performance Comparison
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SVBAX vs. PDT - 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% |
PDT John Hancock Premium Dividend Fund | 5.12% | 7.64% | 29.92% | -9.55% | -16.30% | 25.98% | -14.20% | 39.29% | -12.49% | 21.22% |
Returns By Period
In the year-to-date period, SVBAX achieves a -2.58% return, which is significantly lower than PDT's 5.12% return. Over the past 10 years, SVBAX has outperformed PDT with an annualized return of 8.91%, while PDT has yielded a comparatively lower 7.10% annualized return.
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%
PDT
- 1D
- 1.87%
- 1M
- -2.93%
- YTD
- 5.12%
- 6M
- 2.00%
- 1Y
- 8.08%
- 3Y*
- 10.74%
- 5Y*
- 5.56%
- 10Y*
- 7.10%
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SVBAX vs. PDT - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is lower than PDT's 5.06% expense ratio.
Return for Risk
SVBAX vs. PDT — Risk / Return Rank
SVBAX
PDT
SVBAX vs. PDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and John Hancock Premium Dividend Fund (PDT). 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 | PDT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.61 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.99 | 0.87 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.84 | +0.97 |
Martin ratioReturn relative to average drawdown | 8.90 | 3.30 | +5.61 |
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 | PDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.61 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.33 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.28 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.32 | +0.35 |
Correlation
The correlation between SVBAX and PDT is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SVBAX vs. PDT - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 12.82%, more than PDT's 7.56% 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% |
PDT John Hancock Premium Dividend Fund | 7.56% | 7.80% | 7.77% | 10.14% | 9.04% | 6.42% | 8.43% | 6.70% | 8.69% | 9.94% | 9.15% | 7.88% |
Drawdowns
SVBAX vs. PDT - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, smaller than the maximum PDT drawdown of -62.39%. Use the drawdown chart below to compare losses from any high point for SVBAX and PDT.
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Drawdown Indicators
| SVBAX | PDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.81% | -62.39% | +21.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -10.34% | +2.61% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -40.44% | +19.91% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -62.39% | +41.39% |
Current DrawdownCurrent decline from peak | -5.57% | -2.93% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -10.06% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 2.67% | -1.11% |
Volatility
SVBAX vs. PDT - Volatility Comparison
The current volatility for John Hancock Balanced Fund (SVBAX) is 3.23%, while John Hancock Premium Dividend Fund (PDT) has a volatility of 4.21%. This indicates that SVBAX experiences smaller price fluctuations and is considered to be less risky than PDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVBAX | PDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 4.21% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 7.16% | -1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 13.21% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 17.06% | -6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.74% | 25.18% | -14.44% |