Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS C) | 7.19% | 17.98% | 14.14% | 5.27% | 7.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS C) | 05/24/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 17.98 | 14.14 | 5.27 | 7.49 | NA | NA | … | … | 7.19 | 16.11 | 10.48 | 12.97 | -17.40 | 9.14 | 11.38 | 18.63 | -5.27 | 15.77 | 5.04 | -0.22 | 5.81 | 17.21 | 9.49 |
| Sharpe Ratio | NA | 1.97 | 1.20 | 0.27 | 0.54 | NA | NA | … | … | 1.59 | 1.24 | 0.83 | 1.12 | -1.24 | 1.02 | 0.55 | 2.40 | -0.69 | 3.70 | 0.56 | -0.03 | 0.83 | 2.30 | 1.95 |
| Standard Deviation(%) | NA | 8.47 | 9.40 | 10.71 | 11.01 | NA | NA | … | … | 10.21 | 10.68 | 8.26 | 8.39 | 15.25 | 8.96 | 20.20 | 7.14 | 9.61 | 4.10 | 8.61 | 9.04 | 6.94 | 7.48 | 8.38 |
| Draw Down(%) | NA | 7.13 | 10.46 | 23.78 | 23.78 | NA | NA | … | … | 7.13 | 10.46 | 4.29 | 8.14 | 21.12 | 3.67 | 23.25 | 3.70 | 12.77 | 1.38 | 6.64 | 8.57 | 5.00 | 5.82 | 3.74 |
| Yield(%) | 0.00 | 5.61 | 3.90 | 2.37 | 3.14 | 3.30 | 2.48 | … | … | 0.10 | 5.95 | 3.09 | 1.77 | 1.09 | 0.79 | 1.18 | 3.63 | 3.55 | 3.11 | 2.87 | 2.84 | 1.63 | 1.21 | 1.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BLPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS C) |
-0.84%
Apr 2021 – Apr 2024 |
2.26%
Sep 2017 – Sep 2022 |
4.16%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS C) |
14.69%
May 2023 – May 2026 |
10.19%
Oct 2016 – Oct 2021 |
7.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart