Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFMBX (AMERICAN BALANCED FUND CLASS F-3) | 9.61% | 24.78% | 17.97% | 9.22% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFMBX (AMERICAN BALANCED FUND CLASS F-3) | 01/30/2017 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 24.78 | 17.97 | 9.22 | NA | NA | NA | … | … | 9.61 | 18.82 | 15.36 | 14.35 | -12.36 | 12.54 | 7.84 | 19.57 | -2.43 | 13.71 |
| Sharpe Ratio | NA | 2.67 | 1.54 | 0.63 | NA | NA | NA | … | … | 2.24 | 1.41 | 1.34 | 1.30 | -0.95 | 1.46 | 0.39 | 2.62 | -0.40 | 3.57 |
| Standard Deviation(%) | NA | 8.71 | 9.75 | 10.66 | NA | NA | NA | … | … | 10.12 | 11.33 | 8.78 | 8.32 | 14.55 | 8.56 | 19.57 | 6.91 | 9.54 | 4.01 |
| Draw Down(%) | NA | 6.98 | 10.64 | 20.17 | NA | NA | NA | … | … | 6.98 | 10.64 | 4.53 | 7.07 | 19.07 | 4.02 | 22.31 | 3.48 | 10.41 | 1.17 |
| Yield(%) | 0.00 | 9.01 | 7.41 | 4.72 | 5.04 | 3.36 | 2.52 | … | … | 0.37 | 9.35 | 8.10 | 2.96 | 1.73 | 1.67 | 1.71 | 4.91 | 5.93 | 6.12 |
Data as of 06/03/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFMBX (AMERICAN BALANCED FUND CLASS F-3) |
1.39%
Sep 2019 – Sep 2022 |
3.71%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFMBX (AMERICAN BALANCED FUND CLASS F-3) |
18.40%
May 2023 – May 2026 |
10.11%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart