Dow Up0.36% Nasdaq Up0.12%

American Funds American Balanced A (ABALX)

25.68 Up 0.07(0.27%) Aug 21

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up35
Number of Years Down3
Best 1 Yr Total Return(Dec 30, 2003):22.82%
Worst 1 Yr Total Return(Dec 30, 2008):-25.73%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticABALXCategory
Alpha (against Standard Index)3.150.16
Beta (against Standard Index)1.021.05
Mean Annual Return1.020.79
R-squared (against Standard Index)94.8793.76
Standard Deviation8.668.91
Sharpe Ratio1.401.07
Treynor Ratio12.179.12
5 Years
StatisticABALXCategory
Alpha (against Standard Index)2.21-0.12
Beta (against Standard Index)1.021.06
Mean Annual Return1.070.91
R-squared (against Standard Index)95.2194.71
Standard Deviation8.909.23
Sharpe Ratio1.431.18
Treynor Ratio12.8410.46
10 Years
StatisticABALXCategory
Alpha (against Standard Index)-0.40-1.24
Beta (against Standard Index)1.011.06
Mean Annual Return0.620.57
R-squared (against Standard Index)94.0693.70
Standard Deviation10.0110.56
Sharpe Ratio0.580.51
Treynor Ratio5.514.71