Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ABALX (American Balanced Fund Class A Sh) | -1.49% | 4.57% | 5.02% | 6.47% | 6.41% | 8.04% | 6.95% | 7.72% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABALX (American Balanced Fund Class A Sh) | 02/13/1986 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/13/1986.
AR inception is since 02/13/1986.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.12 | 4.57 | 5.02 | 6.47 | 6.41 | 8.04 | 6.95 | 7.72 | -1.49 | 9.53 | 14.02 | -12.66 | 12.19 | 7.48 | 19.20 | -2.72 | 15.03 | 8.62 | 1.74 | 8.85 | 21.73 | 14.19 | 3.82 | 13.02 | 21.08 | -25.73 | 6.60 | 11.81 | 3.12 | 8.36 | 21.23 | -6.27 | 8.19 | 15.86 | 3.47 | 11.13 | 21.04 | 12.54 | 23.03 | -0.07 | 7.35 | 7.09 | 23.31 | -4.03 | 15.71 | 9.56 | -0.70 | -4.79 |
| Sharpe Ratio | NA | -0.14 | 0.06 | 0.36 | 0.43 | NA | NA | 0.51 | -0.45 | 0.30 | 1.19 | -0.97 | 1.43 | 0.37 | 2.57 | -0.43 | 3.58 | 1.11 | 0.18 | 1.18 | 2.64 | 1.61 | 0.25 | 1.20 | 1.22 | -1.11 | 0.38 | 1.32 | 0.15 | 1.08 | 1.97 | -0.48 | 0.58 | 1.23 | 0.03 | 0.89 | 2.08 | 1.34 | 3.20 | -0.54 | 0.89 | 0.91 | 2.57 | -0.86 | 1.14 | 0.48 | -0.33 | -0.62 |
| Standard Deviation(%) | NA | 12.77 | 11.84 | 11.11 | 10.94 | NA | NA | 10.77 | 16.77 | 9.74 | 8.30 | 14.55 | 8.53 | 19.59 | 6.92 | 9.50 | 4.05 | 7.56 | 9.44 | 7.46 | 8.21 | 8.86 | 15.36 | 10.75 | 17.16 | 23.97 | 9.52 | 6.49 | 6.23 | 6.89 | 10.44 | 15.50 | 10.19 | 9.60 | 7.32 | 8.75 | 8.36 | 6.70 | 6.00 | 5.64 | 5.88 | 5.14 | 7.59 | 10.80 | 8.77 | 10.14 | 14.28 | 15.30 |
| Draw Down(%) | NA | 13.45 | 13.45 | 20.39 | 22.34 | NA | NA | 40.20 | 10.96 | 7.34 | 7.14 | 19.25 | 4.06 | 22.34 | 3.51 | 10.52 | 1.36 | 5.62 | 7.90 | 4.84 | 5.18 | 6.46 | 11.67 | 9.32 | 19.09 | 34.73 | 5.54 | 4.71 | 4.53 | 4.90 | 10.20 | 21.13 | 10.71 | 7.09 | 8.77 | 9.49 | 5.27 | 3.37 | 4.34 | 7.36 | 4.55 | 2.74 | 2.81 | 13.61 | 7.33 | 4.54 | 20.65 | 9.98 |
| Yield(%) | 0.00 | 1.85 | 2.00 | 1.98 | 3.57 | 4.84 | 4.60 | 6.91 | 0.00 | 2.26 | 2.63 | 1.45 | 1.33 | 1.40 | 4.57 | 5.64 | 5.49 | 4.46 | 5.39 | 7.51 | 1.83 | 2.06 | 2.22 | 2.20 | 2.92 | 3.55 | 5.04 | 4.87 | 4.10 | 4.14 | 1.23 | 2.86 | 5.60 | 8.01 | 11.79 | 10.25 | 12.84 | 9.36 | 4.66 | 4.47 | 4.87 | 4.99 | 6.02 | 5.47 | 6.45 | 6.00 | 6.14 | 5.33 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABALX (American Balanced Fund Class A Sh) |
-8.73%
Feb 2006 - Feb 2009 |
-3.51%
Feb 2004 - Feb 2009 |
2.54%
Feb 1999 - Feb 2009 |
5.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABALX (American Balanced Fund Class A Sh) |
20.12%
Feb 2009 - Feb 2012 |
17.87%
Feb 2009 - Feb 2014 |
12.44%
Feb 2009 - Feb 2019 |
10.61%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart