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American Funds American Balanced 529B (CLBBX)

On Dec 3: 16.20   0.10 (0.61%)

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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): 10.86% Worst 1 Yr Total Return (2008): -26.36% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic CLBBX Category Alpha (against Standard Index) -3.63 -2.88 Beta (against Standard Index) 1.01 1.08 Mean Annual Return -3.15 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 13.59 14.69 Sharpe Ratio -0.34 N/A Treynor Ratio -5.54 N/A 5 Years Statistic CLBBX Category Alpha (against Standard Index) -3.46 -2.47 Beta (against Standard Index) 0.98 1.06 Mean Annual Return 1.05 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 10.94 11.89 Sharpe Ratio -0.12 N/A Treynor Ratio -2.01 N/A 10 Years Statistic CLBBX Category Alpha (against Standard Index) -0.30 -2.17 Beta (against Standard Index) 0.95 1.05 Mean Annual Return 4.27 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 10.55 11.31 Sharpe Ratio 0.17 N/A Treynor Ratio 1.37 N/A
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