Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BALCX (AMERICAN BALANCED FUND CLASS C) | 9.20% | 10.03% | 9.94% | 6.41% | 6.90% | 8.24% | 6.48% | 6.62% |
Data as of 07/25/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALCX (AMERICAN BALANCED FUND CLASS C) | 04/06/2001 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 10.03 | 9.94 | 6.41 | 6.90 | 8.24 | 6.48 | 6.62 | 9.20 | 8.67 | 13.13 | -13.29 | 11.31 | 6.70 | 18.27 | -3.45 | 14.15 | 7.70 | 0.93 | 8.03 | 20.72 | 13.30 | 3.01 | 12.11 | 20.16 | -26.33 | 5.73 | 10.91 | 2.46 | 7.67 | 21.84 | -7.09 | 7.54 |
| Sharpe Ratio | NA | 0.32 | 0.64 | 0.40 | 0.48 | NA | NA | 0.46 | 0.94 | 0.21 | 1.08 | -1.01 | 1.32 | 0.33 | 2.42 | -0.50 | 3.37 | 0.99 | 0.10 | 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 |
| Standard Deviation(%) | NA | 12.70 | 11.01 | 10.85 | 10.95 | NA | NA | 11.66 | 13.53 | 9.73 | 8.31 | 14.55 | 8.55 | 19.56 | 6.95 | 9.52 | 4.03 | 7.55 | 9.45 | 7.44 | 8.19 | 8.85 | 15.31 | 10.75 | 17.19 | 24.02 | 9.55 | 6.48 | 6.29 | 6.85 | 10.39 | 15.57 | 10.04 |
| Draw Down(%) | NA | 13.41 | 13.41 | 20.92 | 22.37 | NA | NA | 40.88 | 10.77 | 7.37 | 7.28 | 19.71 | 4.15 | 22.37 | 3.58 | 10.74 | 1.41 | 5.74 | 8.13 | 4.90 | 5.27 | 6.59 | 11.87 | 9.44 | 19.19 | 35.21 | 5.67 | 4.81 | 4.60 | 5.08 | 9.64 | 21.50 | 10.78 |
| Yield(%) | 0.00 | 1.91 | 1.67 | 1.25 | 2.90 | 3.97 | 3.52 | 3.99 | 0.84 | 1.46 | 1.86 | 0.78 | 0.53 | 0.66 | 3.77 | 4.89 | 4.68 | 3.68 | 4.63 | 6.72 | 0.98 | 1.22 | 1.41 | 1.38 | 2.13 | 2.85 | 4.24 | 4.07 | 3.46 | 3.54 | 1.69 | 2.11 | 3.82 |
Data as of 07/25/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALCX (AMERICAN BALANCED FUND CLASS C) |
-9.44%
Feb 2006 - Feb 2009 |
-4.21%
Feb 2004 - Feb 2009 |
4.02%
Aug 2001 - Aug 2011 |
4.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALCX (AMERICAN BALANCED FUND CLASS C) |
19.17%
Feb 2009 - Feb 2012 |
16.93%
Feb 2009 - Feb 2014 |
11.55%
Feb 2009 - Feb 2019 |
9.68%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart