SVBAX vs. PIOTX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and Pioneer Core Equity Fund (PIOTX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
SVBAX vs. PIOTX - Performance Comparison
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SVBAX vs. PIOTX - 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% |
PIOTX Pioneer Core Equity Fund | -2.50% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 20.98% | 31.42% | -8.32% | 24.89% |
Returns By Period
The year-to-date returns for both investments are quite close, with SVBAX having a -2.58% return and PIOTX slightly higher at -2.50%. Over the past 10 years, SVBAX has underperformed PIOTX with an annualized return of 8.91%, while PIOTX has yielded a comparatively higher 12.27% 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%
PIOTX
- 1D
- -0.13%
- 1M
- -5.30%
- YTD
- -2.50%
- 6M
- 1.98%
- 1Y
- 18.07%
- 3Y*
- 13.66%
- 5Y*
- 8.53%
- 10Y*
- 12.27%
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SVBAX vs. PIOTX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than PIOTX's 0.88% expense ratio.
Return for Risk
SVBAX vs. PIOTX — Risk / Return Rank
SVBAX
PIOTX
SVBAX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and Pioneer Core Equity Fund (PIOTX). 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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.00 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.49 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 1.23 | +0.58 |
Martin ratioReturn relative to average drawdown | 8.90 | 5.22 | +3.68 |
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 | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.00 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.51 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.69 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.13 | +0.54 |
Correlation
The correlation between SVBAX and PIOTX is 0.88, 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. PIOTX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 12.82%, more than PIOTX's 7.73% 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% |
PIOTX Pioneer Core Equity Fund | 7.73% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
SVBAX vs. PIOTX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for SVBAX and PIOTX.
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Drawdown Indicators
| SVBAX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.81% | -66.24% | +25.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -12.86% | +5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -26.49% | +5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -31.79% | +10.79% |
Current DrawdownCurrent decline from peak | -5.57% | -8.16% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -20.26% | +15.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 3.02% | -1.46% |
Volatility
SVBAX vs. PIOTX - Volatility Comparison
John Hancock Balanced Fund (SVBAX) and Pioneer Core Equity Fund (PIOTX) have volatilities of 3.23% and 3.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVBAX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 3.09% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 9.24% | -3.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.07% | 18.67% | -7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.70% | 16.91% | -6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.74% | 17.96% | -7.22% |