Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS B) | NA | -0.10% | 2.03% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS B) | 05/24/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.38 | -0.10 | 2.03 | NA | NA | NA | NA | … | … | 4.71 | 5.07 | -0.19 | 5.76 | 17.29 | 9.45 |
| Sharpe Ratio | NA | 1.28 | 0.61 | NA | NA | NA | NA | … | … | 4.75 | 0.56 | -0.02 | 0.82 | 2.30 | 1.94 |
| Standard Deviation(%) | NA | 6.73 | 7.99 | NA | NA | NA | NA | … | … | 3.83 | 8.61 | 9.04 | 6.96 | 7.49 | 8.41 |
| Draw Down(%) | NA | 4.05 | 10.59 | NA | NA | NA | NA | … | … | 0.94 | 6.69 | 8.60 | 4.94 | 5.81 | 3.74 |
| Yield(%) | 0.00 | 2.51 | 2.26 | 2.20 | 1.10 | 0.73 | 0.55 | … | … | 0.00 | 2.60 | 2.71 | 1.51 | 1.11 | 1.09 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| BLPBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS B) |
3.51%
Dec 2013 – Dec 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPBX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS B) |
10.03%
Jun 2012 – Jun 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart