SVBCX
JHancock Balanced-C
$28.79
-0.06 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 5396.369M |
| 52 Week High | 28.86 |
| 52 Week Low | 23.148 |
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Key Data
| Symbol | SVBCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 28.79 |
| Price Yesterday | 28.85 |
| Market Cap | 5,396.37 |
| YTD Return | 10.40% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0174 |
Overview
| 52 Week High | 28.86 |
|---|---|
| 52 Week Low | 23.15 |
| Market Cap | 5,396.37M |
| Shares Outstanding | 187.44M |
| Income Dividend Yield | 0.71% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.71% |
Returns Annualized
| One Day | -40.85% |
|---|---|
| Five Days | 85.35% |
| One Months | 38.69% |
| Three Months | 14.24% |
| Six Months | 23.45% |
| Nine Months | 29.46% |
| One Year | 20.12% |
| Three Years | 4.15% |
| Five Years | 8.39% |
| Ten Years | 6.85% |
| YTD | 21.16% |
| Since Inception | 6.26% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 1.23% |
| One Month | 2.63% |
| Three Months | 3.33% |
| Six Months | 10.91% |
| Nine Months | 21.10% |
| One Year | 20.09% |
| Three Years | 12.91% |
| Five Years | 49.45% |
| Ten Years | 93.73% |
| YTD | 10.40% |
| Since Inception | 304.87% |
Yearly Returns
| 2024 | 10.40% |
|---|---|
| 2023 | 17.42% |
| 2022 | -16.29% |
| 2021 | 13.68% |
| 2020 | 15.21% |
| 2019 | 20.42% |
| 2018 | -5.63% |
| 2017 | 13.09% |
| 2016 | 7.33% |
| 2015 | -2.59% |
Risk against SP-DA
| Alpha | -1.77% |
|---|---|
| Beta | 0.71 |
| Correlation | 96.60% |
| Downside Deviation | 2.22% |
| Coefficient of determination | 93.32% |
| Standard Deviation | 2.36% |
| Sharpe Ratio | -1.05 |
| Sortino | -3.87 |
| Treynor | 20.83 |
| Ulcer Index | 2.09 |
| Ulcer Performance Index | -4.11 |