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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BALFX (AMERICAN BALANCED FUND CLASS F-1) 8.46% 9.47% 10.33% 7.05% 7.51% 8.95% 7.22% 7.38%
Data as of 07/24/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
Name Start Date End Date
BALFX (AMERICAN BALANCED FUND CLASS F-1) 04/06/2001 07/24/2025
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 (%) 0.60 9.47 10.33 7.05 7.51 8.95 7.22 7.38 8.46 9.45 13.97 -12.72 12.13 7.47 19.10 -2.78 14.97 8.51 1.67 8.79 21.70 14.13 3.87 12.96 21.14 -25.72 6.62 11.83 3.10 8.33 22.79 -6.28 8.11
Sharpe Ratio NA 0.31 0.69 0.45 0.54 NA NA 0.52 0.86 0.29 1.18 -0.97 1.42 0.37 2.57 -0.43 3.60 1.10 0.17 1.18 2.64 1.61 0.25 1.20 1.23 -1.11 0.38 1.33 0.15 1.08 2.12 -0.48 0.94
Standard Deviation(%) NA 12.75 11.03 10.85 10.94 NA NA 11.65 13.60 9.71 8.32 14.54 8.54 19.54 6.88 9.53 3.99 7.57 9.42 7.45 8.21 8.84 15.31 10.73 17.14 24.00 9.56 6.46 6.28 6.86 10.40 15.49 10.07
Draw Down(%) NA 13.19 13.19 20.46 22.32 NA NA 40.19 10.68 7.33 7.16 19.30 4.08 22.32 3.52 10.50 1.34 5.67 7.96 4.81 5.18 6.46 11.62 9.32 19.08 34.78 5.59 4.76 4.53 4.90 9.56 21.14 10.71
Yield(%) 0.00 1.72 2.08 1.81 3.57 4.98 4.40 4.99 0.30 2.20 2.57 1.40 1.26 1.35 4.51 5.57 5.41 4.39 5.34 7.46 1.80 2.05 2.21 2.20 2.96 3.55 5.06 4.89 4.09 4.12 2.49 2.85 4.38
Data as of 07/24/2025, 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
BALFX (AMERICAN BALANCED FUND CLASS F-1) -8.70%
Feb 2006 - Feb 2009
-3.50%
Feb 2004 - Feb 2009
4.82%
Aug 2001 - Aug 2011
5.51%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BALFX (AMERICAN BALANCED FUND CLASS F-1) 20.11%
Feb 2009 - Feb 2012
17.85%
Feb 2009 - Feb 2014
12.40%
Feb 2009 - Feb 2019
10.49%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart