Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-F-1) | 7.59% | 19.03% | 15.17% | 6.22% | 8.50% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-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 (%) | 0.09 | 19.03 | 15.17 | 6.22 | 8.50 | NA | NA | … | … | 7.59 | 17.14 | 11.51 | 13.95 | -16.67 | 10.14 | 13.02 | 19.76 | -4.41 | 16.87 | 5.71 | 0.73 | 6.74 | 18.36 | 10.07 |
| Sharpe Ratio | NA | 2.11 | 1.31 | 0.36 | 0.63 | NA | NA | … | … | 1.70 | 1.34 | 0.96 | 1.23 | -1.19 | 1.12 | 0.63 | 2.57 | -0.61 | 4.06 | 0.64 | 0.08 | 0.97 | 2.47 | 2.09 |
| Standard Deviation(%) | NA | 8.45 | 9.40 | 10.71 | 11.00 | NA | NA | … | … | 10.23 | 10.67 | 8.26 | 8.41 | 15.24 | 9.00 | 20.15 | 7.11 | 9.58 | 4.01 | 8.60 | 9.06 | 6.91 | 7.42 | 8.35 |
| Draw Down(%) | NA | 7.03 | 10.36 | 23.21 | 23.21 | NA | NA | … | … | 7.03 | 10.36 | 4.20 | 7.92 | 20.54 | 3.58 | 23.18 | 3.61 | 12.04 | 1.37 | 6.60 | 8.26 | 4.92 | 5.71 | 3.73 |
| Yield(%) | 0.00 | 6.50 | 4.90 | 3.20 | 4.26 | 4.55 | 3.42 | … | … | 0.28 | 6.88 | 4.04 | 2.69 | 1.88 | 1.73 | 2.58 | 4.64 | 4.45 | 4.08 | 3.55 | 3.70 | 2.48 | 2.04 | 1.51 |
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 |
|---|---|---|---|---|
| CBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-F-1) |
0.08%
Apr 2021 – Apr 2024 |
3.29%
Sep 2017 – Sep 2022 |
5.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-F-1) |
15.69%
May 2023 – May 2026 |
11.33%
Oct 2016 – Oct 2021 |
8.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart