Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBONX (American Funds American Balanced Fund Class 529-F-3) | 7.43% | 21.97% | 17.11% | 9.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBONX (American Funds American Balanced Fund Class 529-F-3) | 11/02/2020 | 06/05/2026 |
| 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 (%) | -2.00 | 21.97 | 17.11 | 9.44 | NA | NA | NA | … | … | 7.43 | 18.75 | 15.29 | 14.32 | -11.91 | 16.05 | 8.72 |
| Sharpe Ratio | NA | 2.67 | 1.54 | 0.71 | NA | NA | NA | … | … | 2.24 | 1.41 | 1.33 | 1.29 | -0.93 | 2.01 | 8.98 |
| Standard Deviation(%) | NA | 8.70 | 9.74 | 10.54 | NA | NA | NA | … | … | 10.11 | 11.32 | 8.77 | 8.33 | 14.43 | 7.97 | 7.48 |
| Draw Down(%) | NA | 7.00 | 10.65 | 18.61 | NA | NA | NA | … | … | 7.00 | 10.65 | 4.53 | 7.08 | 18.61 | 3.60 | 0.97 |
| Yield(%) | 0.00 | 8.93 | 7.34 | 5.38 | 3.45 | 2.30 | 1.72 | … | … | 0.36 | 9.29 | 8.03 | 2.90 | 2.21 | 5.06 | 3.11 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FBONX (American Funds American Balanced Fund Class 529-F-3) |
3.97%
Apr 2021 – Apr 2024 |
8.80%
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 |
|---|---|---|---|---|
| FBONX (American Funds American Balanced Fund Class 529-F-3) |
18.35%
May 2023 – May 2026 |
10.58%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart