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American Funds American Balanced Fund, Class F-1 Shs: (MF: BALFX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$33.09 USD
+0.27 (0.82%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.15 | 38 |
| 3 months | 6.15 | 38 |
| 6 months | 15.28 | 51 |
| 1 Year | 16.37 | 46 |
| 3 Year | 5.33 | 34 |
| 5 Year | 8.21 | 40 |
| 10 Year | 7.78 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 83.64 |
| Bear Market (10/07 - 2/09) | -36.96 |
| Bull Market (2/09 - 3/21) | 384.83 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 16.37 |
| 5 Year | 8.20 |
| 10 Year | 7.78 |
| Since Inception | 10.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.15 | NA | NA | NA |
| 2023 | 2.78 | 3.93 | -2.87 | 8.59 |
| 2022 | -4.04 | -9.89 | -5.96 | 7.71 |
| 2021 | 3.72 | 5.42 | -0.60 | 6.45 |
| 2020 | -11.61 | 11.88 | 4.12 | 7.64 |
| 2019 | 7.86 | 2.82 | 1.41 | 5.89 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.15 | 12.67 | -12.41 | 15.70 | 10.83 | 19.10 | -2.77 | 15.04 | 8.49 | 1.64 | 8.80 |
| % Total Return Rel to Index | -4.40 | -13.56 | 5.78 | -12.97 | -7.56 | -12.38 | 1.61 | -6.75 | -3.44 | 0.25 | -4.83 |
| % Total Return Rel to Peer | 0.48 | -1.28 | 1.33 | 2.51 | -0.43 | 0.33 | 2.79 | 1.88 | 2.14 | 3.97 | 3.38 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.10 | 0.38 | 0.38 | 0.37 | 0.38 | 0.52 | 0.50 | 0.37 | 0.42 | 0.38 | 0.37 |
| % Yield | 0.29 | 1.13 | 1.24 | 1.03 | 1.17 | 1.71 | 1.82 | 1.27 | 1.57 | 1.47 | 1.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.18 | 1.03 | 0.92 | 0.59 | 1.01 | 0.98 | 0.61 | 0.93 | 1.44 |
| Expense Ratio | 0.00 | 0.62 | 0.62 | 0.62 | 0.62 | 0.64 | 0.64 | 0.65 | 0.66 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%