Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALFX (AMERICAN BALANCED FUND CLASS F-1) | 9.38% | 23.85% | 17.51% | 8.68% | 9.45% | 9.65% | 8.26% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALFX (AMERICAN BALANCED FUND CLASS F-1) | 04/06/2001 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 23.85 | 17.51 | 8.68 | 9.45 | 9.65 | 8.26 | … | … | 9.38 | 18.40 | 14.92 | 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 | 2.61 | 1.50 | 0.59 | 0.73 | NA | NA | … | … | 2.19 | 1.38 | 1.29 | 1.25 | -0.98 | 1.42 | 0.37 | 2.56 | -0.44 | 3.60 | 1.10 | 0.17 | 1.18 | 2.64 | 1.61 | 0.25 | 1.20 | 1.23 | -1.11 | 0.36 | 1.31 | 0.13 | 1.07 | 2.12 | -0.48 | 0.93 |
| Standard Deviation(%) | NA | 8.72 | 9.74 | 10.65 | 10.78 | NA | NA | … | … | 10.14 | 11.33 | 8.74 | 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 | 7.03 | 10.68 | 20.46 | 22.32 | NA | NA | … | … | 7.03 | 10.68 | 4.56 | 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 | 8.61 | 6.99 | 4.33 | 5.06 | 6.09 | 5.57 | … | … | 0.27 | 8.96 | 7.70 | 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 06/04/2026, Common starting date 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