CLBAX | AMERICAN BALANCED FUND CLASS 529-A

Basic Info 33.54 0.13(0.39%)
May 09

AMERICAN BALANCED FUND CLASS 529-A started on 02/21/2002

AMERICAN BALANCED FUND CLASS 529-A is classified as asset class Moderate Allocation

AMERICAN BALANCED FUND CLASS 529-A expense ratio is 0.31%

AMERICAN BALANCED FUND CLASS 529-A rating is

(42%)

AMERICAN BALANCED FUND CLASS 529-A (CLBAX) Dividend Info

AMERICAN BALANCED FUND CLASS 529-A (CLBAX) dividend growth in the last 12 months is 15.68%

The trailing 12-month yield of AMERICAN BALANCED FUND CLASS 529-A is 2.55%. its dividend history:

Date	Dividend
03/11/2024	0.107
12/12/2023	0.4519
09/11/2023	0.0972
06/12/2023	0.0977
03/13/2023	0.0971
12/13/2022	0.1821
09/12/2022	0.0975
06/13/2022	0.2749
03/14/2022	0.0978
12/14/2021	0.9562
09/13/2021	0.0963
06/14/2021	0.275
03/15/2021	0.0971
12/15/2020	0.864
09/14/2020	0.097
06/15/2020	0.244
03/16/2020	0.097
12/17/2019	0.751
09/11/2019	0.096
06/12/2019	0.18
03/13/2019	0.095
12/18/2018	1.184
09/12/2018	0.0946
06/13/2018	0.142
03/14/2018	0.095
12/19/2017	1.064
09/13/2017	0.095
06/14/2017	0.194
03/15/2017	0.095
12/20/2016	0.596
09/14/2016	0.095
06/15/2016	0.248
03/16/2016	0.094
12/21/2015	0.938
09/16/2015	0.094
06/17/2015	0.094
03/13/2015	0.185
12/23/2014	1.504
09/17/2014	0.089
06/12/2014	0.09
03/14/2014	0.118
12/19/2013	0.089
09/12/2013	0.09
06/12/2013	0.09
03/15/2013	0.091
12/20/2012	0.091
09/11/2012	0.091
06/12/2012	0.091
03/16/2012	0.091
12/23/2011	0.096
09/13/2011	0.096
06/07/2011	0.097
03/04/2011	0.097
12/23/2010	0.087
09/14/2010	0.088
06/08/2010	0.088
04/22/2010	0.024
03/05/2010	0.088
12/15/2009	0.092
08/14/2009	0.093
05/26/2009	0.108
02/20/2009	0.11
12/18/2008	0.132
08/15/2008	0.131
05/23/2008	0.132
02/15/2008	0.272
12/24/2007	0.572
08/17/2007	0.132
05/18/2007	0.121
02/16/2007	0.123
12/27/2006	0.53
08/18/2006	0.123
05/26/2006	0.108
02/17/2006	0.108
12/28/2005	0.441
08/19/2005	0.103
05/27/2005	0.091
02/18/2005	0.092
12/10/2004	0.531
08/13/2004	0.087
02/20/2004	0.091
12/12/2003	0.086
08/15/2003	0.093
02/22/2002	0.113

Dividend Growth History for AMERICAN BALANCED FUND CLASS 529-A (CLBAX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.7439	2.59%	14.04%	-
2022	$0.6523	1.95%	-54.21%	14.04%
2021	$1.4246	4.76%	9.42%	-27.74%
2020	$1.302	4.55%	16.04%	-17.02%
2019	$1.122	4.51%	-25.97%	-9.76%
2018	$1.5156	5.57%	4.67%	-13.27%
2017	$1.448	5.82%	40.17%	-10.51%
2016	$1.033	4.38%	-21.21%	-4.58%
2015	$1.311	5.30%	-27.21%	-6.84%
2014	$1.801	7.43%	400.28%	-9.36%
2013	$0.36	1.74%	-1.10%	7.53%
2012	$0.364	1.97%	-5.70%	6.71%
2011	$0.386	2.14%	2.93%	5.62%
2010	$0.375	2.29%	-6.95%	5.41%
2009	$0.403	2.87%	-39.58%	4.48%
2008	$0.667	3.48%	-29.64%	0.73%
2007	$0.948	4.98%	9.09%	-1.50%
2006	$0.869	4.83%	19.53%	-0.91%
2005	$0.727	4.06%	2.54%	0.13%
2004	$0.709	4.11%	296.09%	0.25%
2003	$0.179	1.22%	58.41%	7.38%
2002	$0.113	0.72%	-	9.39%

Dividend Growth Chart for AMERICAN BALANCED FUND CLASS 529-A (CLBAX)

AMERICAN BALANCED FUND CLASS 529-A (CLBAX) Historical Returns And Risk Info

From 03/15/2002 to 05/09/2024, the compound annualized total return (dividend reinvested) of AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 7.041%. Its cumulative total return (dividend reinvested) is 350.652%.

From 03/15/2002 to 05/09/2024, the Maximum Drawdown of AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 40.2%.

From 03/15/2002 to 05/09/2024, the Sharpe Ratio of AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 0.53.

From 03/15/2002 to 05/09/2024, the Annualized Standard Deviation of AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 11.7%.

From 03/15/2002 to 05/09/2024, the Beta of AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 1.0.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 03/15/2002	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%)	2.1	4.9	15.5	4.2	7.9	7.8	9.9	7.5	7.0	14.0	-12.2	15.7	10.8	19.1	-2.8	15.4	8.5	1.6	8.8	21.6	14.1	3.7	13.1	21.0	-25.8	6.5	11.8	3.1	8.3	21.2	-7.0
Sharpe Ratio	NA	1.0	1.37	0.15	0.49	0.64	NA	NA	0.53	1.18	-0.94	1.96	0.54	2.57	-0.43	3.78	1.1	0.17	1.17	2.63	1.6	0.24	1.21	1.21	-1.11	0.37	1.31	0.14	1.07	1.98	-0.56
Draw Down(%)	NA	3.8	7.1	18.8	22.3	22.3	NA	NA	40.2	7.1	18.8	3.6	22.3	3.5	10.5	1.5	5.7	7.9	4.8	5.2	6.5	11.7	9.3	19.1	34.8	5.6	4.8	4.5	4.9	10.2	22.3
Standard Deviation(%)	NA	8.1	8.1	10.6	12.5	10.4	NA	NA	11.7	8.3	14.5	8.0	19.5	6.9	9.5	3.9	7.6	9.4	7.5	8.2	8.9	15.3	10.7	17.2	23.9	9.5	6.5	6.2	6.9	10.4	16.4
Treynor Ratio	NA	0.09	0.12	0.02	0.07	0.07	NA	NA	0.06	0.11	-0.15	0.17	0.11	0.19	-0.04	0.16	0.09	0.01	0.08	0.18	0.12	0.03	0.13	0.2	-0.26	0.03	0.09	0.01	0.08	0.19	-0.08
Alpha	NA	0.01	0.0	0.0	0.0	0.0	NA	NA	0.0	-0.01	0.01	0.01	-0.02	0.0	0.0	0.01	0.0	0.01	-0.01	0.0	0.0	0.0	0.0	0.0	-0.02	0.0	0.0	-0.01	0.0	0.0	0.0
Beta	NA	0.94	0.92	0.89	0.91	0.93	NA	NA	1.0	0.9	0.88	0.9	0.93	0.95	0.96	0.93	0.95	1.07	1.09	1.17	1.18	1.12	1.0	1.04	1.01	1.03	0.95	0.93	0.93	1.08	1.11
RSquare	NA	0.95	0.95	0.95	0.96	0.96	NA	NA	0.96	0.95	0.96	0.9	0.98	0.96	0.97	0.91	0.96	0.97	0.95	0.95	0.96	0.99	0.98	0.99	0.99	0.97	0.95	0.93	0.9	0.96	0.95
Yield(%)	N/A	0.3	2.6	2.9	3.9	5.0	6.8	5.3	N/A	2.6	1.9	4.8	4.5	4.5	5.6	5.8	4.4	5.3	7.4	1.7	2.0	2.2	2.3	2.9	3.4	4.9	4.8	4.0	4.1	1.2	0.7
Dividend Growth(%)	N/A	-85.3	15.7	-28.2	-25.8	111.5	N/A	N/A	N/A	15.4	-54.9	10.8	15.0	-25.2	4.1	39.4	-20.0	-27.8	400.0	0.0	-10.0	5.3	-5.0	-39.4	-29.8	8.0	20.8	1.4	294.4	63.6	N/A

Return Calculator for AMERICAN BALANCED FUND CLASS 529-A (CLBAX)

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AMERICAN BALANCED FUND CLASS 529-A (CLBAX) Historical Return Chart

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AMERICAN BALANCED FUND CLASS 529-A (CLBAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 03/15/2002 to 05/09/2024, the worst annualized return of 3-year rolling returns for AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is -7.49%.

From 03/15/2002 to 05/09/2024, the worst annualized return of 5-year rolling returns for AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is -1.33%.

From 03/15/2002 to 05/09/2024, the worst annualized return of 10-year rolling returns for AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 6%.

From 03/15/2002 to 05/09/2024, the worst annualized return of 20-year rolling returns for AMERICAN BALANCED FUND CLASS 529-A (CLBAX) is 7.56%.

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