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American Funds American Balanced 529A (CLBAX)

On Nov 30: 16.21   0.03 (0.19%)

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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): 11.76% Worst 1 Yr Total Return (2008): -25.76% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic CLBAX Category Alpha (against Standard Index) -2.82 -2.88 Beta (against Standard Index) 1.01 1.08 Mean Annual Return -2.37 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 13.62 14.69 Sharpe Ratio -0.28 N/A Treynor Ratio -4.75 N/A 5 Years Statistic CLBAX Category Alpha (against Standard Index) -2.65 -2.47 Beta (against Standard Index) 0.99 1.06 Mean Annual Return 1.88 0.23 R-squared (against Standard Index) 94 92.52 Standard Deviation 10.96 11.89 Sharpe Ratio -0.05 N/A Treynor Ratio -1.17 N/A 10 Years Statistic CLBAX Category Alpha (against Standard Index) 0.53 -2.17 Beta (against Standard Index) 0.95 1.05 Mean Annual Return 5.13 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 10.56 11.31 Sharpe Ratio 0.25 N/A Treynor Ratio 2.27 N/A
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