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American Funds American Balanced 529E (CLBEX)

On Dec 4: 16.24   0.02 (0.12%)

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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): 11.44% Worst 1 Yr Total Return (2008): -25.98% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic CLBEX Category Alpha (against Standard Index) -3.11 -2.88 Beta (against Standard Index) 1.01 1.08 Mean Annual Return -2.66 -0.13 R-squared (against Standard Index) 95 93.44 Standard Deviation 13.61 14.69 Sharpe Ratio -0.31 N/A Treynor Ratio -5.04 N/A 5 Years Statistic CLBEX Category Alpha (against Standard Index) -2.93 -2.47 Beta (against Standard Index) 0.99 1.06 Mean Annual Return 1.59 0.23 R-squared (against Standard Index) 93 92.52 Standard Deviation 10.96 11.89 Sharpe Ratio -0.07 N/A Treynor Ratio -1.46 N/A 10 Years Statistic CLBEX Category Alpha (against Standard Index) 0.22 -2.17 Beta (against Standard Index) 0.95 1.05 Mean Annual Return 4.81 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 10.55 11.31 Sharpe Ratio 0.22 N/A Treynor Ratio 1.94 N/A
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