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American Funds American Balanced F-1 (BALFX)

On Dec 2: 16.35   0.01 (0.06%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 11.83% Worst 1 Yr Total Return (2008): -25.73% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic BALFX Category Alpha (against Standard Index) -2.75 -2.88 Beta (against Standard Index) 1.01 1.08 Mean Annual Return -2.30 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 13.59 14.69 Sharpe Ratio -0.28 N/A Treynor Ratio -4.69 N/A 5 Years Statistic BALFX Category Alpha (against Standard Index) -2.58 -2.47 Beta (against Standard Index) 0.98 1.06 Mean Annual Return 1.94 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 10.94 11.89 Sharpe Ratio -0.04 N/A Treynor Ratio -1.10 N/A 10 Years Statistic BALFX Category Alpha (against Standard Index) 0.55 -2.17 Beta (against Standard Index) 0.95 1.05 Mean Annual Return 5.15 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 10.54 11.31 Sharpe Ratio 0.25 N/A Treynor Ratio 2.30 N/A
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