Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBCX (AMERICAN BALANCED FUND CLASS 529-C) | 9.09% | 23.40% | 16.66% | 8.02% | 8.72% | 8.79% | 7.46% | … | … |
Data as of 06/03/2026, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBCX (AMERICAN BALANCED FUND CLASS 529-C) | 02/21/2002 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 23.40 | 16.66 | 8.02 | 8.72 | 8.79 | 7.46 | … | … | 9.09 | 17.52 | 14.09 | 13.10 | -13.36 | 11.31 | 6.66 | 18.27 | -3.54 | 14.55 | 7.63 | 0.89 | 7.90 | 20.68 | 13.19 | 3.00 | 12.75 | 20.10 | -26.40 | 5.70 | 10.81 | 2.21 | 7.63 | 20.71 | -7.12 |
| Sharpe Ratio | NA | 2.51 | 1.41 | 0.52 | 0.66 | NA | NA | … | … | 2.10 | 1.30 | 1.20 | 1.15 | -1.02 | 1.32 | 0.33 | 2.42 | -0.52 | 3.53 | 0.98 | 0.09 | 1.06 | 2.53 | 1.50 | 0.19 | 1.17 | 1.16 | -1.14 | 0.27 | 1.14 | -0.01 | 0.97 | 1.93 | -0.57 |
| Standard Deviation(%) | NA | 8.72 | 9.74 | 10.66 | 10.79 | NA | NA | … | … | 10.13 | 11.33 | 8.74 | 8.31 | 14.57 | 8.54 | 19.57 | 6.93 | 9.50 | 3.95 | 7.55 | 9.41 | 7.45 | 8.17 | 8.85 | 15.32 | 10.78 | 17.17 | 24.00 | 9.55 | 6.54 | 6.26 | 6.84 | 10.36 | 16.34 |
| Draw Down(%) | NA | 7.08 | 10.75 | 20.96 | 22.39 | NA | NA | … | … | 7.08 | 10.75 | 4.59 | 7.31 | 19.74 | 4.15 | 22.39 | 3.60 | 10.79 | 1.52 | 5.76 | 8.16 | 4.89 | 5.23 | 6.62 | 11.92 | 9.42 | 19.22 | 35.24 | 5.65 | 4.81 | 4.64 | 5.07 | 10.14 | 22.32 |
| Yield(%) | 0.00 | 7.84 | 6.13 | 3.59 | 4.19 | 4.94 | 4.53 | … | … | 0.09 | 8.16 | 6.88 | 1.78 | 0.72 | 0.46 | 0.58 | 3.69 | 4.80 | 4.92 | 3.59 | 4.54 | 6.63 | 0.90 | 1.14 | 1.35 | 2.01 | 2.06 | 2.78 | 4.17 | 4.00 | 3.22 | 3.45 | 0.74 | 0.61 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CLBCX (AMERICAN BALANCED FUND CLASS 529-C) |
-9.52%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
4.12%
May 2002 – May 2012 |
4.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBCX (AMERICAN BALANCED FUND CLASS 529-C) |
19.36%
Feb 2009 – Feb 2012 |
17.02%
Feb 2009 – Feb 2014 |
11.61%
Feb 2009 – Feb 2019 |
9.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart