Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-1) | 7.49% | 18.88% | 14.96% | 6.02% | 8.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-1) | 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 (%) | 0.14 | 18.88 | 14.96 | 6.02 | 8.23 | NA | NA | … | … | 7.49 | 16.98 | 11.25 | 13.74 | -16.80 | 9.86 | 12.23 | 19.48 | -4.64 | 16.65 | 5.56 | 0.56 | 6.56 | 18.11 | 10.00 |
| Sharpe Ratio | NA | 2.08 | 1.29 | 0.34 | 0.61 | NA | NA | … | … | 1.67 | 1.33 | 0.92 | 1.21 | -1.20 | 1.09 | 0.59 | 2.51 | -0.62 | 3.91 | 0.62 | 0.06 | 0.94 | 2.44 | 2.06 |
| Standard Deviation(%) | NA | 8.44 | 9.37 | 10.71 | 11.02 | NA | NA | … | … | 10.19 | 10.63 | 8.26 | 8.38 | 15.29 | 9.01 | 20.18 | 7.17 | 9.68 | 4.10 | 8.57 | 9.05 | 6.92 | 7.42 | 8.41 |
| Draw Down(%) | NA | 7.08 | 10.36 | 23.34 | 23.34 | NA | NA | … | … | 7.08 | 10.36 | 4.26 | 7.98 | 20.72 | 3.58 | 23.21 | 3.61 | 12.20 | 1.38 | 6.61 | 8.28 | 4.97 | 5.72 | 3.73 |
| Yield(%) | 0.00 | 6.30 | 4.68 | 3.02 | 3.95 | 4.23 | 3.18 | … | … | 0.24 | 6.67 | 3.83 | 2.50 | 1.71 | 1.51 | 1.87 | 4.37 | 4.21 | 3.86 | 3.40 | 3.53 | 2.30 | 1.89 | 1.44 |
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 |
|---|---|---|---|---|
| BLPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-1) |
-0.11%
Apr 2021 – Apr 2024 |
2.96%
Sep 2017 – Sep 2022 |
4.89%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-1) |
15.47%
May 2023 – May 2026 |
10.96%
Oct 2016 – Oct 2021 |
8.70%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart