Nasdaq - Delayed Quote USD

American Funds American Balanced C (BALCX)

35.96 -0.21 (-0.58%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 13.76%
5y Average Return 8.31%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Oct 23, 2024) 20.72%
Worst 1Y Total Return (Oct 23, 2024) --
Best 3Y Total Return 20.72%
Worst 3Y Total Return 3.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BALCX
Category
YTD
13.95%
9.69%
1-Month
1.68%
0.91%
3-Month
5.18%
5.21%
1-Year
24.95%
27.06%
3-Year
6.13%
11.00%
5-Year
8.49%
10.26%
10-Year
7.61%
8.34%
Last Bull Market
18.11%
15.58%
Last Bear Market
-10.07%
-12.16%

Annual Total Return (%) History

Year
BALCX
Category
2024
--
--
2023
13.12%
--
2022
-12.75%
--
2021
14.89%
--
2020
10.05%
11.72%
2019
18.27%
19.23%
2018
-3.45%
-5.76%
2017
14.58%
13.21%

2016
7.70%
7.34%
2015
0.93%
-1.93%
2014
8.03%
6.21%
2013
20.72%
16.48%
2012
13.30%
11.72%
2011
3.01%
-0.11%
2010
12.11%
11.83%
2009
20.16%
24.13%
2008
-26.33%
-28.00%
2007
5.73%
5.99%
2006
10.90%
11.29%
2005
2.31%
5.13%
2004
8.02%
8.86%
2003
21.84%
20.35%
2002
-7.08%
-12.02%
2001
--
-5.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.99% 2.23% 5.18% --
2023 2.58% 3.75% -3.07% 9.65%
2022 -4.21% -10.07% -6.09% 7.85%
2021 3.55% 5.21% -0.78% 6.28%
2020 -11.80% 11.72% 3.93% 7.46%
2019 7.68% 2.62% 1.24% 5.71%
2018 -1.42% 1.93% 3.07% -6.77%
2017 4.05% 2.13% 3.37% 4.30%
2016 1.54% 2.91% 1.48% 1.56%
2015 0.54% -0.53% -3.76% 4.86%

2014 1.34% 3.12% 0.41% 2.96%
2013 6.62% 1.99% 3.60% 7.17%
2012 8.47% -1.13% 4.48% 1.11%
2011 4.39% 0.40% -8.71% 7.65%
2010 4.02% -7.07% 9.09% 6.32%
2009 -7.09% 11.50% 10.90% 4.60%
2008 -6.11% -2.90% -5.33% -14.65%
2007 0.51% 4.83% 2.58% -2.18%
2006 2.62% -0.81% 4.30% 4.47%
2005 -1.57% 1.47% 0.71% 1.70%
2004 2.30% 0.32% -0.48% 5.76%
2003 -2.63% 12.50% 2.23% 8.80%
2002 3.21% -5.77% -11.68% 8.18%
2001 4.51% -4.83% 6.79% --

Rank in Category (By Total Return)

YTD 24
1-Month 36
3-Month 68
1-Year 23
3-Year 23
5-Year 35

Load Adjusted Returns

1-Year 23.95%
3-Year 6.13%
5-Year 8.49%
10-Year 7.61%

Performance & Risk

YTD Return 13.76%
5y Average Return 8.31%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 237.68B
YTD Return 13.95%
Yield 1.49%
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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