Nasdaq - Delayed Quote • USD
American Funds American Balanced A (ABALX)
As of 8:06 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 43 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 8.68% |
| 5y Average Return | 8.81% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ABALX | Category Average | ABALX | Category Average | ABALX | Category Average | |
| Alpha | 2.92 | -0.01 | 2.39 | -0.01 | 2.21 | -0 |
| BETA | 0.95 | 0.01 | 0.93 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.76 | 0.01 | 0.67 | 0.01 |
| R-squared | 96.04 | 0.93 | 96.38 | 0.92 | 94.91 | 0.92 |
| Standard Deviation | 12.18 | 0.13 | 11.79 | 0.1 | 9.73 | 0.09 |
| Sharpe Ratio | 0.13 | 0.01 | 0.59 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 0.88 | 0.09 | 7.04 | 0.09 | 6.53 | 0.07 |
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