Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAFX (American Funds American Balanced Fund Class 529-F-2) | 9.50% | 24.19% | 17.82% | 9.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAFX (American Funds American Balanced Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 24.19 | 17.82 | 9.80 | NA | NA | NA | … | … | 9.50 | 18.74 | 15.24 | 14.25 | -11.94 | 15.98 | 8.73 |
| Sharpe Ratio | NA | 2.66 | 1.54 | 0.71 | NA | NA | NA | … | … | 2.24 | 1.41 | 1.33 | 1.28 | -0.93 | 1.99 | 8.96 |
| Standard Deviation(%) | NA | 8.70 | 9.73 | 10.53 | NA | NA | NA | … | … | 10.10 | 11.32 | 8.74 | 8.32 | 14.44 | 8.02 | 7.50 |
| Draw Down(%) | NA | 6.98 | 10.63 | 18.65 | NA | NA | NA | … | … | 6.98 | 10.63 | 4.53 | 7.09 | 18.65 | 3.58 | 1.00 |
| Yield(%) | 0.00 | 8.89 | 7.30 | 5.34 | 3.42 | 2.28 | 1.71 | … | … | 0.35 | 9.25 | 7.99 | 2.88 | 2.18 | 5.00 | 3.08 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAFX (American Funds American Balanced Fund Class 529-F-2) |
3.94%
Apr 2021 – Apr 2024 |
8.76%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAFX (American Funds American Balanced Fund Class 529-F-2) |
18.30%
May 2023 – May 2026 |
10.54%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart