Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALBX (AMERICAN BALANCED FUND CLASS B) | NA | 10.50% | 7.02% | 9.67% | 5.97% | 6.13% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALBX (AMERICAN BALANCED FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 10.50 | 7.02 | 9.67 | 5.97 | 6.13 | NA | … | … | 4.11 | 7.78 | 0.96 | 8.05 | 20.82 | 13.35 | 3.08 | 12.12 | 20.25 | -26.32 | 5.83 | 10.95 | 2.37 | 7.78 | 21.90 | -7.03 | 7.34 | 13.61 |
| Sharpe Ratio | NA | 1.73 | 0.88 | 1.17 | 0.43 | NA | NA | … | … | 4.14 | 1.00 | 0.10 | 1.08 | 2.54 | 1.51 | 0.20 | 1.12 | 1.17 | -1.13 | 0.30 | 1.18 | 0.03 | 0.99 | 2.04 | -0.53 | 0.50 | 1.72 |
| Standard Deviation(%) | NA | 5.83 | 7.84 | 8.17 | 12.90 | NA | NA | … | … | 3.78 | 7.54 | 9.42 | 7.45 | 8.18 | 8.86 | 15.37 | 10.76 | 17.22 | 23.94 | 9.53 | 6.50 | 6.30 | 6.87 | 10.42 | 15.47 | 10.10 | 8.49 |
| Draw Down(%) | NA | 2.96 | 8.11 | 8.11 | 40.82 | NA | NA | … | … | 1.04 | 5.71 | 8.11 | 4.85 | 5.26 | 6.58 | 11.84 | 9.43 | 19.17 | 35.21 | 5.61 | 4.80 | 4.65 | 5.03 | 9.68 | 21.48 | 10.78 | 2.94 |
| Yield(%) | 0.00 | 3.17 | 4.80 | 4.11 | 3.15 | 3.53 | 3.59 | … | … | 0.00 | 3.44 | 4.57 | 6.70 | 0.96 | 1.23 | 1.43 | 1.41 | 2.15 | 2.88 | 4.29 | 4.11 | 3.37 | 3.59 | 1.74 | 2.17 | 4.92 | 6.44 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALBX (AMERICAN BALANCED FUND CLASS B) |
-9.40%
Feb 2006 – Feb 2009 |
-4.20%
Feb 2004 – Feb 2009 |
4.06%
Aug 2001 – Aug 2011 |
5.71%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALBX (AMERICAN BALANCED FUND CLASS B) |
19.21%
Feb 2009 – Feb 2012 |
16.99%
Feb 2009 – Feb 2014 |
7.21%
Mar 2003 – Mar 2013 |
6.91%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart