Nasdaq - Delayed Quote USD
American Funds American Balanced Fund (FBAFX)
33.05
-0.31
(-0.93%)
As of 8:05:40 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.36% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 16, 2025) | 15.99% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 15.99% |
| Worst 3Y Total Return | 5.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FBAFX
Category
- YTD
- -0.18%
- 9.69%
- 1-Month
- -2.78%
- 0.91%
- 3-Month
- -0.18%
- 5.21%
- 1-Year
- 8.23%
- 27.06%
- 3-Year
- 6.42%
- 11.00%
- 5-Year
- 10.99%
- 10.26%
- 10-Year
- 8.13%
- 8.34%
- Last Bull Market
- 13.62%
- 15.58%
- Last Bear Market
- -9.82%
- -12.16%
Annual Total Return (%) History
Year
FBAFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.18% | -- | -- | -- |
| 2024 | 6.25% | 2.45% | 5.44% | 0.36% |
| 2023 | 2.85% | 3.98% | -2.81% | 9.91% |
| 2022 | -4.00% | -9.82% | -5.89% | 8.12% |
| 2021 | 3.79% | 5.49% | -0.54% | 6.52% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 55 |
| 3-Month | 44 |
| 1-Year | 10 |
| 3-Year | 8 |
| 5-Year | 27 |
Load Adjusted Returns
| 1-Year | 8.23% |
| 3-Year | 6.42% |
| 5-Year | 10.99% |
| 10-Year | 8.13% |
Performance & Risk
| YTD Return | -3.36% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 44 |
| % 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 | 233.51B |
| YTD Return | -0.18% |
| Yield | 2.22% |
| 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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