Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBBX (AMERICAN BALANCED FUND CLASS 529-B) | NA | 10.43% | 6.91% | 9.55% | 5.93% | 5.88% | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBBX (AMERICAN BALANCED FUND CLASS 529-B) | 02/21/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 10.43 | 6.91 | 9.55 | 5.93 | 5.88 | NA | … | … | 4.09 | 7.65 | 0.88 | 7.94 | 20.62 | 13.24 | 2.96 | 12.80 | 20.09 | -26.37 | 5.67 | 10.88 | 2.14 | 7.62 | 20.69 | -7.13 |
| Sharpe Ratio | NA | 1.73 | 0.86 | 1.16 | 0.43 | NA | NA | … | … | 4.16 | 0.98 | 0.09 | 1.06 | 2.52 | 1.49 | 0.19 | 1.18 | 1.16 | -1.13 | 0.28 | 1.18 | 0.00 | 0.97 | 1.92 | -0.57 |
| Standard Deviation(%) | NA | 5.81 | 7.85 | 8.19 | 12.90 | NA | NA | … | … | 3.76 | 7.54 | 9.43 | 7.46 | 8.18 | 8.91 | 15.29 | 10.79 | 17.19 | 23.99 | 9.56 | 6.47 | 6.29 | 6.85 | 10.40 | 16.31 |
| Draw Down(%) | NA | 2.91 | 8.16 | 8.16 | 40.94 | NA | NA | … | … | 1.08 | 5.74 | 8.16 | 4.92 | 5.28 | 6.62 | 11.92 | 9.49 | 19.22 | 35.26 | 5.65 | 4.76 | 4.64 | 5.07 | 10.08 | 22.32 |
| Yield(%) | 0.00 | 3.04 | 4.65 | 3.95 | 3.09 | 3.28 | 2.60 | … | … | 0.00 | 3.28 | 4.43 | 6.55 | 0.83 | 1.09 | 1.32 | 2.05 | 2.05 | 2.78 | 4.16 | 3.99 | 3.20 | 3.44 | 0.72 | 0.60 |
Data as of 04/10/2017, Common starting date is 02/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBBX (AMERICAN BALANCED FUND CLASS 529-B) |
-9.51%
Feb 2006 – Feb 2009 |
-4.32%
Feb 2004 – Feb 2009 |
4.12%
May 2002 – May 2012 |
5.88%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBBX (AMERICAN BALANCED FUND CLASS 529-B) |
19.39%
Feb 2009 – Feb 2012 |
17.03%
Feb 2009 – Feb 2014 |
7.12%
Mar 2003 – Mar 2013 |
5.88%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart