Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLPEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-2) | 6.83% | 11.35% | 9.68% | 7.37% | 6.90% | NA | NA | 8.23% |
Data as of 06/25/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-2) | 05/24/2012 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 11.35 | 9.68 | 7.37 | 6.90 | NA | NA | 8.23 | 6.83 | 8.87 | 14.03 | -16.56 | 10.21 | 12.44 | 19.76 | -4.37 | 16.93 | 5.84 | 0.79 | 6.83 | 18.46 | 10.10 |
| Sharpe Ratio | NA | 0.63 | 0.66 | 0.47 | 0.49 | NA | NA | 0.68 | 0.77 | 0.26 | 1.17 | -1.18 | 1.14 | 0.61 | 2.57 | -0.59 | 4.15 | 0.66 | 0.08 | 0.99 | 2.46 | 2.07 |
| Standard Deviation(%) | NA | 11.24 | 10.90 | 10.89 | 11.10 | NA | NA | 10.37 | 13.61 | 8.73 | 8.41 | 15.25 | 8.97 | 20.09 | 7.15 | 9.65 | 3.95 | 8.60 | 9.05 | 6.88 | 7.49 | 8.44 |
| Draw Down(%) | NA | 10.35 | 12.08 | 23.16 | 23.18 | NA | NA | 23.18 | 10.35 | 4.94 | 7.96 | 20.54 | 3.57 | 23.18 | 3.54 | 12.01 | 1.37 | 6.53 | 8.17 | 4.90 | 5.71 | 3.64 |
| Yield(%) | 0.00 | 3.88 | 3.06 | 2.78 | 3.63 | 3.75 | 2.81 | 4.33 | 0.34 | 4.11 | 2.72 | 1.92 | 1.80 | 2.13 | 4.65 | 4.48 | 4.14 | 3.60 | 3.76 | 2.57 | 2.14 | 1.54 |
Data as of 06/25/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-2) |
0.13%
Apr 2021 - Apr 2024 |
3.24%
Sep 2017 - Sep 2022 |
5.14%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-2) |
14.07%
Dec 2018 - Dec 2021 |
11.24%
Oct 2016 - Oct 2021 |
7.63%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart