John Hancock Balanced Fund R4 (JBAFX)

30.08 -0.13 (-0.43%) USD  |  Jan 30 2026
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JBAFX Max Drawdown (5Y): 20.45% for Dec. 31, 2025

Max Drawdown (5Y) Chart

Sep '18
Jan '19
May '19
 
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270.00
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Historical Data

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Max Drawdown Definition

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Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.

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Max Drawdown (5Y) Range, Past 5 Years

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Max Drawdown (5Y) Benchmarks

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Federated Hermes MDT Balance R6 19.29%
State Street Balanced Index Fund K --
Nomura Balanced Fund R6 20.49%
PGIM Balanced Fund R 21.65%
Eaton Vance Balanced Fund R6 19.80%

Max Drawdown (5Y) Related Metrics

Alpha (5Y) -2.344
Beta (5Y) 0.6820
Alpha (vs YCharts Benchmark) (5Y) 6.730
Beta (vs YCharts Benchmark) (5Y) 1.152
Annualized Standard Deviation of Monthly Returns (5Y Lookback) 10.04%
Historical Sharpe Ratio (5Y) 0.5275
Historical Sortino (5Y) 0.7639
Monthly Value at Risk (VaR) 5% (5Y Lookback) 4.80%

Max Drawdown (5Y) Excel Add-In Codes

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Metric Code: max_drawdown_5y
Latest Data Point: =YCP("M:JBAFX", "max_drawdown_5y")
Last 5 Data Points: =YCS("M:JBAFX", "max_drawdown_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.