Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-A) | 7.31% | 19.02% | 14.90% | 6.11% | 8.29% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-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 (%) | 0.28 | 19.02 | 14.90 | 6.11 | 8.29 | NA | NA | … | … | 7.31 | 16.96 | 11.27 | 13.77 | -16.80 | 9.90 | 12.71 | 19.41 | -4.65 | 16.64 | 5.54 | 0.51 | 6.53 | 18.10 | 9.93 |
| Sharpe Ratio | NA | 2.08 | 1.29 | 0.34 | 0.61 | NA | NA | … | … | 1.67 | 1.34 | 0.93 | 1.21 | -1.20 | 1.10 | 0.62 | 2.49 | -0.63 | 4.08 | 0.62 | 0.05 | 0.95 | 2.41 | 2.06 |
| Standard Deviation(%) | NA | 8.41 | 9.35 | 10.69 | 10.99 | NA | NA | … | … | 10.19 | 10.59 | 8.21 | 8.40 | 15.28 | 9.01 | 20.12 | 7.20 | 9.59 | 3.94 | 8.58 | 9.05 | 6.86 | 7.48 | 8.33 |
| Draw Down(%) | NA | 7.08 | 10.36 | 23.34 | 23.34 | NA | NA | … | … | 7.08 | 10.36 | 4.21 | 7.97 | 20.72 | 3.58 | 23.16 | 3.61 | 12.21 | 1.38 | 6.61 | 8.37 | 4.90 | 5.72 | 3.74 |
| Yield(%) | 0.00 | 6.35 | 4.71 | 3.05 | 4.03 | 4.28 | 3.21 | … | … | 0.25 | 6.69 | 3.85 | 2.52 | 1.72 | 1.54 | 2.29 | 4.38 | 4.21 | 3.85 | 3.38 | 3.48 | 2.28 | 1.88 | 1.37 |
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 |
|---|---|---|---|---|
| CBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-A) |
-0.10%
Apr 2021 – Apr 2024 |
3.06%
Sep 2017 – Sep 2022 |
4.92%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-A) |
15.48%
May 2023 – May 2026 |
11.05%
Oct 2016 – Oct 2021 |
8.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart