SVBAX vs. VTTHX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and Vanguard Target Retirement 2035 Fund (VTTHX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVBAX or VTTHX.
Key characteristics
| SVBAX | VTTHX | |
|---|---|---|
| YTD Return | 13.03% | 12.73% |
| 1Y Return | 19.58% | 20.25% |
| 3Y Return (Ann) | 4.39% | 3.15% |
| 5Y Return (Ann) | 8.85% | 8.06% |
| 10Y Return (Ann) | 7.62% | 7.66% |
| Sharpe Ratio | 2.64 | 2.44 |
| Sortino Ratio | 3.72 | 3.51 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 3.42 | 2.49 |
| Martin Ratio | 15.06 | 15.25 |
| Ulcer Index | 1.42% | 1.47% |
| Daily Std Dev | 8.07% | 9.21% |
| Max Drawdown | -40.81% | -51.76% |
| Current Drawdown | -0.51% | -0.99% |
Correlation
The correlation between SVBAX and VTTHX is 0.92, 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.
Performance
SVBAX vs. VTTHX - Performance Comparison
The year-to-date returns for both stocks are quite close, with SVBAX having a 13.03% return and VTTHX slightly lower at 12.73%. Both investments have delivered pretty close results over the past 10 years, with SVBAX having a 7.62% annualized return and VTTHX not far ahead at 7.66%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SVBAX vs. VTTHX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Risk-Adjusted Performance
SVBAX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.
Dividends
SVBAX vs. VTTHX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 1.44%, less than VTTHX's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 1.44% | 1.49% | 1.60% | 1.07% | 1.32% | 1.49% | 1.91% | 1.65% | 1.71% | 2.10% | 2.15% | 2.17% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.19% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
Drawdowns
SVBAX vs. VTTHX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for SVBAX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
SVBAX vs. VTTHX - Volatility Comparison
John Hancock Balanced Fund (SVBAX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 2.32% and 2.27%, 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.