Performance Comparison
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