Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-E) | 7.43% | 18.56% | 14.71% | 7.33% | 8.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-E) | 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 | 18.56 | 14.71 | 7.33 | 8.91 | NA | NA | … | … | 7.43 | 16.65 | 11.03 | 13.51 | -13.76 | 13.56 | 13.28 | 19.21 | -4.86 | 16.36 | 5.36 | 0.21 | 6.30 | 17.72 | 9.80 |
| Sharpe Ratio | NA | 2.05 | 1.26 | 0.48 | 0.68 | NA | NA | … | … | 1.64 | 1.30 | 0.90 | 1.19 | -1.04 | 1.63 | 0.64 | 2.47 | -0.65 | 3.95 | 0.60 | 0.02 | 0.91 | 2.35 | 2.01 |
| Standard Deviation(%) | NA | 8.42 | 9.35 | 10.38 | 10.85 | NA | NA | … | … | 10.21 | 10.60 | 8.22 | 8.37 | 14.60 | 8.28 | 20.16 | 7.17 | 9.66 | 3.99 | 8.62 | 9.07 | 6.89 | 7.53 | 8.42 |
| Draw Down(%) | NA | 7.05 | 10.38 | 20.85 | 23.21 | NA | NA | … | … | 7.05 | 10.38 | 4.22 | 7.99 | 20.85 | 3.65 | 23.21 | 3.62 | 12.42 | 1.38 | 6.62 | 8.42 | 4.97 | 5.73 | 3.74 |
| Yield(%) | 0.00 | 6.09 | 4.44 | 4.16 | 4.78 | 4.87 | 3.65 | … | … | 0.20 | 6.44 | 3.60 | 2.27 | 4.68 | 5.15 | 2.91 | 4.15 | 4.02 | 3.63 | 3.20 | 3.26 | 2.04 | 1.52 | 1.34 |
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 |
|---|---|---|---|---|
| CBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-E) |
2.13%
Apr 2021 – Apr 2024 |
3.63%
Mar 2015 – Mar 2020 |
5.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-E) |
15.84%
Sep 2022 – Sep 2025 |
11.17%
Dec 2016 – Dec 2021 |
9.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart