Nasdaq - Delayed Quote • USD
American Funds American Balanced A (ABALX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.18% |
5y Average Return | 7.59% |
Number of Years Up | 43 |
Number of Years Down | 5 |
Best 1Y Total Return (Apr 25, 2024) | 21.73% |
Worst 1Y Total Return (Apr 25, 2024) | -- |
Best 3Y Total Return | 21.73% |
Worst 3Y Total Return | 4.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ABALX
Category
- YTD
- 6.16%
- 9.69%
- 1-Month
- 2.76%
- 0.91%
- 3-Month
- 6.16%
- 5.21%
- 1-Year
- 17.74%
- 27.06%
- 3-Year
- 5.88%
- 11.00%
- 5-Year
- 8.56%
- 10.26%
- 10-Year
- 8.04%
- 8.34%
- Last Bull Market
- 23.06%
- 15.58%
- Last Bear Market
- -9.90%
- -12.16%
Annual Total Return (%) History
Year
ABALX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 6.16% | -- | -- | -- |
2023 | 2.79% | 3.94% | -2.89% | 9.88% |
2022 | -4.02% | -9.90% | -5.91% | 8.03% |
2021 | 3.74% | 5.44% | -0.59% | 6.46% |
2020 | -11.63% | 11.92% | 4.13% | 7.64% |
2019 | 7.92% | 2.80% | 1.46% | 5.90% |
2018 | -1.22% | 2.12% | 3.28% | -6.61% |
2017 | 4.23% | 2.32% | 3.59% | 4.52% |
2016 | 1.77% | 3.09% | 1.71% | 1.79% |
2015 | 0.77% | -0.37% | -3.55% | 5.04% |
2014 | 1.49% | 3.35% | 0.61% | 3.14% |
2013 | 6.84% | 2.19% | 3.83% | 7.39% |
2012 | 8.71% | -0.98% | 4.72% | 1.31% |
2011 | 4.58% | 0.60% | -8.53% | 7.89% |
2010 | 4.20% | -6.85% | 9.26% | 6.57% |
2009 | -6.94% | 11.73% | 11.13% | 4.79% |
2008 | -5.90% | -2.75% | -5.12% | -14.46% |
2007 | 0.75% | 5.02% | 2.77% | -1.97% |
2006 | 2.81% | -0.55% | 4.49% | 4.66% |
2005 | -1.37% | 1.67% | 0.92% | 1.89% |
2004 | 2.48% | 0.58% | -0.33% | 6.01% |
2003 | -2.43% | 12.76% | 2.37% | 9.05% |
2002 | 3.47% | -5.57% | -11.53% | 8.44% |
2001 | 1.23% | 4.77% | -4.65% | 6.99% |
2000 | 0.69% | 2.30% | 3.36% | 8.81% |
1999 | 1.20% | 7.63% | -5.19% | 0.20% |
1998 | 6.63% | -0.43% | -3.63% | 8.62% |
1997 | 2.49% | 10.01% | 5.86% | 1.40% |
1996 | 2.68% | 2.03% | 2.65% | 5.23% |
1995 | 7.46% | 5.84% | 5.96% | 5.49% |
1994 | -3.72% | 0.91% | 3.44% | -0.17% |
1993 | 4.18% | 2.32% | 2.99% | 1.35% |
1992 | -0.51% | 3.50% | 4.09% | 2.14% |
1991 | 9.80% | 1.52% | 5.12% | 6.42% |
1990 | -1.90% | 2.47% | -9.62% | 8.34% |
1989 | 4.60% | 8.10% | 6.27% | 1.13% |
1988 | 5.24% | 4.85% | 0.78% | 1.50% |
1987 | 11.32% | 2.18% | 2.30% | -10.61% |
1986 | 11.58% | 3.07% | -2.50% | 4.23% |
1985 | 6.62% | 8.20% | -1.89% | 14.07% |
1984 | -1.83% | -2.41% | 10.67% | 3.15% |
1983 | 7.15% | 6.98% | 1.10% | 0.19% |
1982 | 0.03% | 0.48% | 13.84% | 13.06% |
1981 | 4.17% | 1.68% | -7.31% | 6.34% |
1980 | -6.01% | 12.83% | 2.34% | 5.37% |
1979 | 4.37% | 2.43% | 4.90% | -4.03% |
1978 | -2.73% | 5.20% | 7.36% | -3.32% |
1977 | -4.68% | 4.47% | -0.49% | 1.62% |
1976 | 11.46% | 2.76% | 4.49% | 5.26% |
1975 | 8.93% | -- | -- | -- |
Rank in Category (By Total Return)
YTD | 27 |
1-Month | 25 |
3-Month | 27 |
1-Year | 22 |
3-Year | 17 |
5-Year | 26 |
Load Adjusted Returns
1-Year | 10.97% |
3-Year | 3.81% |
5-Year | 7.28% |
10-Year | 7.40% |
Performance & Risk
YTD Return | 3.18% |
5y Average Return | 7.59% |
Rank in Category (ytd) | 27 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.95 |
Morningstar Risk Rating |
Fund Overview
Category | Allocation--50% to 70% Equity |
Fund Family | American Funds |
Net Assets | 223.11B |
YTD Return | 6.16% |
Yield | 2.26% |
Morningstar Rating | |
Inception Date | Aug 05, 2008 |
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
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