Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS A) | 7.37% | 19.10% | 14.93% | 6.15% | 8.08% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS A) | 05/24/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 19.10 | 14.93 | 6.15 | 8.08 | NA | NA | … | … | 7.37 | 16.99 | 11.30 | 13.82 | -16.81 | 9.97 | 12.21 | 19.53 | -4.61 | 16.70 | 3.53 | 0.60 | 6.62 | 18.14 | 9.97 |
| Sharpe Ratio | NA | 2.08 | 1.29 | 0.34 | 0.59 | NA | NA | … | … | 1.68 | 1.33 | 0.93 | 1.22 | -1.20 | 1.11 | 0.59 | 2.54 | -0.62 | 3.94 | 0.37 | 0.06 | 0.95 | 2.43 | 2.06 |
| Standard Deviation(%) | NA | 8.45 | 9.39 | 10.71 | 11.03 | NA | NA | … | … | 10.21 | 10.65 | 8.28 | 8.39 | 15.26 | 8.96 | 20.18 | 7.10 | 9.64 | 4.10 | 8.89 | 9.02 | 6.96 | 7.45 | 8.39 |
| Draw Down(%) | NA | 7.02 | 10.35 | 23.27 | 23.27 | NA | NA | … | … | 7.02 | 10.35 | 4.26 | 7.96 | 20.65 | 3.63 | 23.21 | 3.61 | 12.18 | 1.38 | 6.61 | 8.25 | 4.95 | 5.72 | 3.73 |
| Yield(%) | 0.00 | 6.38 | 4.74 | 3.08 | 3.82 | 4.12 | 3.09 | … | … | 0.25 | 6.72 | 3.88 | 2.56 | 1.75 | 1.56 | 1.91 | 4.41 | 4.24 | 3.91 | 1.36 | 3.58 | 2.37 | 1.93 | 1.41 |
Data as of 06/03/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS A) |
-0.09%
Apr 2021 – Apr 2024 |
3.00%
Sep 2017 – Sep 2022 |
4.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS A) |
15.53%
May 2023 – May 2026 |
10.56%
Oct 2016 – Oct 2021 |
8.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart