See what your fund actually adds

John Hancock Balanced Fund Class A SVBAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

SVBAX compared with its replication portfolio
MeasureSVBAXReplication
Annualized growth8.4%7.7%
Annualized volatility10.6%10.5%
Sharpe ratio0.810.75
Maximum drawdown20.4%21.6%
Replication fit (R²)0.95 · Tracking error 2.4%

Replication portfolio

The published portfolio below is the investable basket used to model SVBAX’s historical return behavior.

SVBAX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap39.7%
VCITFI · IG Credit36.3%
MBBFI · MBS8.5%
SPHQFactor · Quality8.1%
VUGStyle · Growth7.4%