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BALCX: AMERICAN BALANCED FUND CLASS C (MUTUAL FUND)
Basic Info 33.74 0(0.0%) May 17
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (37%) |
Start Date: | 04/06/2001 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 1.81% |
Expenses | 0.31% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 6.5 | 16.7 | 3.9 | 7.7 | 7.2 | 9.4 | 6.8 | 6.7 | 13.1 | -12.8 | 14.9 | 10.0 | 18.3 | -3.4 | 14.2 | 7.7 | 0.9 | 8.0 | 20.7 | 13.3 | 3.0 | 12.1 | 20.2 | -26.3 | 5.7 | 10.9 | 2.5 | 7.7 | 21.8 | -7.1 | 7.5 |
Sharpe Ratio | NA | 1.48 | 1.45 | 0.11 | 0.47 | 0.58 | NA | NA | 0.48 | 1.08 | -0.98 | 1.86 | 0.5 | 2.42 | -0.5 | 3.37 | 0.99 | 0.1 | 1.08 | 2.53 | 1.51 | 0.19 | 1.12 | 1.17 | -1.13 | 0.29 | 1.19 | 0.05 | 0.98 | 2.04 | -0.53 | 0.86 |
Draw Down(%) | NA | 3.8 | 7.3 | 19.2 | 22.4 | 22.4 | NA | NA | 40.9 | 7.3 | 19.2 | 3.7 | 22.4 | 3.6 | 10.7 | 1.4 | 5.7 | 8.1 | 4.9 | 5.3 | 6.6 | 11.9 | 9.4 | 19.2 | 35.2 | 5.7 | 4.8 | 4.6 | 5.1 | 9.6 | 21.5 | 10.8 |
Standard Deviation(%) | NA | 8.0 | 8.0 | 10.6 | 12.5 | 10.4 | NA | NA | 11.6 | 8.3 | 14.5 | 8.0 | 19.5 | 7.0 | 9.5 | 4.0 | 7.6 | 9.4 | 7.4 | 8.2 | 8.8 | 15.3 | 10.8 | 17.2 | 24.0 | 9.6 | 6.5 | 6.3 | 6.8 | 10.4 | 15.6 | 10.0 |
Treynor Ratio | NA | 0.13 | 0.13 | 0.01 | 0.06 | 0.06 | NA | NA | 0.06 | 0.1 | -0.16 | 0.17 | 0.1 | 0.18 | -0.05 | 0.16 | 0.08 | 0.01 | 0.07 | 0.18 | 0.11 | 0.03 | 0.12 | 0.19 | -0.27 | 0.03 | 0.08 | 0.0 | 0.07 | 0.2 | -0.07 | 0.1 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | 0.02 |
Beta | NA | 0.94 | 0.93 | 0.89 | 0.91 | 0.93 | NA | NA | 1.0 | 0.89 | 0.88 | 0.9 | 0.93 | 0.96 | 0.95 | 0.87 | 0.95 | 1.07 | 1.09 | 1.17 | 1.18 | 1.12 | 1.0 | 1.03 | 1.02 | 1.03 | 0.95 | 0.93 | 0.93 | 1.08 | 1.09 | 0.85 |
RSquared | NA | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | NA | NA | 0.96 | 0.94 | 0.96 | 0.89 | 0.98 | 0.96 | 0.97 | 0.75 | 0.96 | 0.97 | 0.95 | 0.96 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.95 | 0.93 | 0.91 | 0.96 | 0.95 | 0.92 |
Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 1.3 | 4.0 | 3.9 | 3.8 | 4.9 | 4.7 | 3.7 | 4.6 | 6.7 | 1.0 | 1.3 | 1.3 | 1.4 | 2.1 | 2.9 | 4.3 | 4.0 | 3.5 | 3.6 | 1.7 | 2.1 | 3.8 |
Dividend Growth(%) | N/A | -90.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.5 | -63.3 | 9.1 | 18.3 | -30.1 | 14.7 | 33.3 | -23.7 | -29.6 | 710.0 | -13.0 | -4.2 | 4.3 | -20.7 | -47.3 | -32.9 | 13.9 | 14.3 | 1.6 | 148.0 | -24.2 | -43.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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