Nasdaq - Delayed Quote USD

American Funds American Balanced F1 (BALFX)

35.29
+0.09
+(0.26%)
At close: 8:00:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.94%
5y Average Return 10.05%
Number of Years Up 19
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 21.70%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 21.70%
Worst 3Y Total Return 4.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BALFX
Category
YTD
-0.51%
9.69%
1-Month
-0.26%
0.91%
3-Month
-3.33%
5.21%
1-Year
11.27%
27.06%
3-Year
8.06%
11.00%
5-Year
9.01%
10.26%
10-Year
7.82%
8.34%
Last Bull Market
13.45%
15.58%
Last Bear Market
-9.90%
-12.16%

Annual Total Return (%) History

Year
BALFX
Category
2025
--
--
2024
14.87%
--
2023
13.96%
--
2022
-12.17%
--
2021
15.70%
--
2020
10.82%
11.72%
2019
19.10%
19.23%
2018
-2.78%
-5.76%

2017
15.39%
13.21%
2016
8.51%
7.34%
2015
1.67%
-1.93%
2014
8.80%
6.21%
2013
21.70%
16.48%
2012
14.13%
11.72%
2011
3.87%
-0.11%
2010
12.95%
11.83%
2009
21.13%
24.13%
2008
-25.73%
-28.00%
2007
6.61%
5.99%
2006
11.83%
11.29%
2005
3.10%
5.13%
2004
8.88%
8.86%
2003
22.79%
20.35%
2002
-6.29%
-12.02%
2001
--
-5.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.25% -- -- --
2024 6.16% 2.39% 5.38% 0.29%
2023 2.79% 3.93% -2.88% 9.84%
2022 -4.04% -9.90% -5.96% 8.02%
2021 3.73% 5.42% -0.61% 6.45%
2020 -11.62% 11.87% 4.13% 7.64%
2019 7.86% 2.82% 1.41% 5.90%
2018 -1.24% 2.10% 3.23% -6.60%
2017 4.21% 2.30% 3.58% 4.50%
2016 1.71% 3.11% 1.69% 1.73%

2015 0.72% -0.34% -3.57% 5.03%
2014 1.49% 3.29% 0.63% 3.14%
2013 6.83% 2.19% 3.82% 7.38%
2012 8.65% -0.92% 4.71% 1.25%
2011 4.58% 0.60% -8.49% 7.90%
2010 4.14% -6.79% 9.26% 6.50%
2009 -6.93% 11.75% 11.15% 4.79%
2008 -5.95% -2.75% -5.12% -14.41%
2007 0.70% 5.02% 2.83% -1.97%
2006 2.81% -0.60% 4.49% 4.72%
2005 -1.38% 1.66% 0.91% 1.90%
2004 2.48% 0.51% -0.28% 6.00%
2003 -2.44% 12.76% 2.36% 9.04%
2002 3.45% -5.58% -11.54% 8.44%
2001 4.71% -4.68% 6.98% --

Rank in Category (By Total Return)

YTD 37
1-Month 53
3-Month 47
1-Year 9
3-Year 21
5-Year 42

Load Adjusted Returns

1-Year 11.27%
3-Year 8.06%
5-Year 9.01%
10-Year 7.82%

Performance & Risk

YTD Return 2.94%
5y Average Return 10.05%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 232.27B
YTD Return -0.51%
Yield 1.95%
Morningstar Rating
Inception Date Jan 27, 2017

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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