SVBCX
JHancock Balanced-C
$27.27
-0.01 (-0.04%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 5015.635M |
52 Week High | 28.02 |
52 Week Low | 23.204 |
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Key Data
Symbol | SVBCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 27.27 |
Price Yesterday | 27.28 |
Market Cap | 5,015.64 |
YTD Return | 4.32% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0173 |
Overview
52 Week High | 28.02 |
---|---|
52 Week Low | 23.20 |
Market Cap | 5,015.64M |
Shares Outstanding | 183.93M |
Income Dividend Yield | 0.70% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.70% |
Returns Annualized
One Day | -8.83% |
---|---|
Five Days | 29.65% |
One Months | -22.72% |
Three Months | 14.90% |
Six Months | 33.39% |
Nine Months | 13.45% |
One Year | 16.20% |
Three Years | 3.40% |
Five Years | 7.50% |
Ten Years | 6.65% |
YTD | 14.47% |
Since Inception | 6.05% |
Returns Total
One Day | -0.04% |
---|---|
Five Days | 0.52% |
One Month | -2.22% |
Three Months | 3.53% |
Six Months | 15.35% |
Nine Months | 9.97% |
One Year | 16.19% |
Three Years | 10.54% |
Five Years | 43.44% |
Ten Years | 90.11% |
YTD | 4.32% |
Since Inception | 282.58% |
Yearly Returns
2024 | 4.32% |
---|---|
2023 | 17.41% |
2022 | -16.29% |
2021 | 13.68% |
2020 | 15.21% |
2019 | 20.42% |
2018 | -5.62% |
2017 | 13.09% |
2016 | 7.33% |
2015 | -2.59% |
Risk against SP-DA
Alpha | -2.23% |
---|---|
Beta | 0.68 |
Correlation | 97.56% |
Downside Deviation | 2.21% |
Coefficient of determination | 95.18% |
Standard Deviation | 2.40% |
Sharpe Ratio | -1 |
Sortino | -3.77 |
Treynor | 15.88 |
Ulcer Index | 2.06 |
Ulcer Performance Index | -4.04 |