Nasdaq - Delayed Quote USD

American Funds American Balanced 529C (CLBCX)

35.27
+0.09
+(0.26%)
At close: 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.63%
5y Average Return 9.24%
Number of Years Up 19
Number of Years Down 3
Best 1Y Total Return (May 16, 2025) 20.68%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 20.68%
Worst 3Y Total Return 3.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLBCX
Category
YTD
-0.78%
9.69%
1-Month
-0.35%
0.91%
3-Month
-3.51%
5.21%
1-Year
10.45%
27.06%
3-Year
7.25%
11.00%
5-Year
8.20%
10.26%
10-Year
7.01%
8.34%
Last Bull Market
12.99%
15.58%
Last Bear Market
-10.08%
-12.16%

Annual Total Return (%) History

Year
CLBCX
Category
2025
--
--
2024
14.05%
--
2023
13.10%
--
2022
-12.81%
--
2021
14.86%
--
2020
9.97%
11.72%
2019
18.27%
19.23%
2018
-3.54%
-5.76%

2017
14.55%
13.21%
2016
7.63%
7.34%
2015
0.88%
-1.93%
2014
7.90%
6.21%
2013
20.68%
16.48%
2012
13.19%
11.72%
2011
3.00%
-0.11%
2010
12.02%
11.83%
2009
20.10%
24.13%
2008
-26.40%
-28.00%
2007
5.70%
5.99%
2006
10.81%
11.29%
2005
2.21%
5.13%
2004
7.94%
8.86%
2003
21.76%
20.35%
2002
--
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.43% -- -- --
2024 5.96% 2.23% 5.15% 0.13%
2023 2.58% 3.71% -3.03% 9.63%
2022 -4.23% -10.08% -6.10% 7.82%
2021 3.55% 5.23% -0.80% 6.25%
2020 -11.82% 11.72% 3.90% 7.44%
2019 7.67% 2.63% 1.26% 5.70%
2018 -1.47% 1.94% 3.03% -6.79%
2017 4.03% 2.11% 3.38% 4.31%
2016 1.51% 2.88% 1.50% 1.54%

2015 0.56% -0.58% -3.77% 4.86%
2014 1.28% 3.09% 0.39% 2.93%
2013 6.58% 1.97% 3.61% 7.17%
2012 8.43% -1.19% 4.50% 1.09%
2011 4.37% 0.39% -8.71% 7.67%
2010 3.94% -7.01% 9.04% 6.29%
2009 -7.08% 11.44% 10.92% 4.57%
2008 -6.16% -2.90% -5.39% -14.62%
2007 0.55% 4.75% 2.60% -2.19%
2006 2.60% -0.82% 4.27% 4.44%
2005 -1.64% 1.44% 0.75% 1.69%
2004 2.27% 0.30% -0.51% 5.77%
2003 -2.57% 12.44% 2.14% 8.82%
2002 -5.75% -11.74% 8.14% --

Rank in Category (By Total Return)

YTD 43
1-Month 57
3-Month 51
1-Year 14
3-Year 35
5-Year 62

Load Adjusted Returns

1-Year 9.45%
3-Year 7.25%
5-Year 8.20%
10-Year 7.01%

Performance & Risk

YTD Return 2.63%
5y Average Return 9.24%
Rank in Category (ytd) 43
% 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 -0.78%
Yield 1.23%
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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