Ratings & Risk for JHancock Balanced A (SVBAX)

Morningstar Category: Moderate Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year High Above Average
    		264
    5-Year High Above Average
    		233
    10-Year Average Above Average
    		180
    Overall Above Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 15.41 0.44 0.19
    5-Year 12.57 0.73 0.46
    10-Year 11.81 0.32 0.08
    15-Year 10.98 0.60 0.33
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.54 0.87 5.65
    3-Year 88.84 1.10 3.99
    5-Year 86.90 1.08 3.39
    10-Year 80.08 1.06 -1.41

    Morningstar Moderate Target Risk

    Trailing data as of 10/31/2009