Nasdaq - Delayed Quote USD

American Funds American Balanced A (ABALX)

34.77 +0.23 (+0.67%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.40%
5y Average Return 8.94%
Number of Years Up 43
Number of Years Down 5
Best 1Y Total Return (Jun 17, 2024) 21.73%
Worst 1Y Total Return (Jun 17, 2024) --
Best 3Y Total Return 21.73%
Worst 3Y Total Return 4.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ABALX
Category
YTD
5.79%
9.69%
1-Month
2.99%
0.91%
3-Month
2.39%
5.21%
1-Year
16.65%
27.06%
3-Year
4.12%
11.00%
5-Year
8.82%
10.26%
10-Year
7.77%
8.34%
Last Bull Market
18.46%
15.58%
Last Bear Market
-9.90%
-12.16%

Annual Total Return (%) History

Year
ABALX
Category
2024
--
--
2023
14.01%
--
2022
-12.11%
--
2021
15.76%
--
2020
10.86%
11.72%
2019
19.20%
19.23%
2018
-2.70%
-5.76%
2017
15.47%
13.21%

2016
8.61%
7.34%
2015
1.72%
-1.93%
2014
8.85%
6.21%
2013
21.73%
16.48%
2012
14.19%
11.72%
2011
3.82%
-0.11%
2010
13.02%
11.83%
2009
21.08%
24.13%
2008
-25.73%
-28.00%
2007
6.60%
5.99%
2006
11.81%
11.29%
2005
3.12%
5.13%
2004
8.92%
8.86%
2003
22.82%
20.35%
2002
-6.27%
-12.02%
2001
8.19%
-5.05%
2000
15.86%
1.82%
1999
3.47%
10.71%
1998
11.13%
13.52%
1997
21.04%
19.63%
1996
13.17%
13.70%
1995
27.13%
25.63%
1994
0.34%
-2.52%
1993
11.27%
11.37%
1992
9.48%
7.73%
1991
24.69%
24.89%
1990
-1.57%
-1.10%
1989
21.53%
19.04%
1988
12.87%
12.38%
1987
4.02%
2.33%
1986
16.87%
16.43%
1985
29.11%
27.31%
1984
9.36%
8.22%
1983
16.11%
17.96%
1982
29.36%
29.46%
1981
4.40%
4.32%
1980
14.36%
19.48%
1979
7.63%
15.00%
1978
6.21%
4.67%
1977
0.70%
0.43%
1976
25.98%
27.96%
1975
--
29.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 30
1-Month 61
3-Month 47
1-Year 27
3-Year 19
5-Year 24

Load Adjusted Returns

1-Year 9.95%
3-Year 2.08%
5-Year 7.54%
10-Year 7.13%

Performance & Risk

YTD Return 9.40%
5y Average Return 8.94%
Rank in Category (ytd) 30
% 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 221.29B
YTD Return 5.79%
Yield 2.27%
Morningstar Rating
Inception Date Oct 30, 2020

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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