ABALX
American Funds American Balanced-A
$34.96
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229245.999M |
| 52 Week High | 35.03 |
| 52 Week Low | 28.229 |
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Key Data
| Symbol | ABALX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.96 |
| Price Yesterday | 35.03 |
| Market Cap | 229,246.00 |
| YTD Return | 10.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 35.03 |
|---|---|
| 52 Week Low | 28.23 |
| Market Cap | 229,246.00M |
| Shares Outstanding | 6,557.38M |
| Income Dividend Yield | 1.20% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.22% |
Returns Annualized
| One Day | -39.62% |
|---|---|
| Five Days | 89.46% |
| One Months | 49.05% |
| Three Months | 17.79% |
| Six Months | 22.72% |
| Nine Months | 28.25% |
| One Year | 18.87% |
| Three Years | 5.03% |
| Five Years | 8.65% |
| Ten Years | 8.05% |
| YTD | 20.31% |
| Since Inception | 9.45% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.27% |
| One Month | 3.22% |
| Three Months | 4.11% |
| Six Months | 10.59% |
| Nine Months | 20.26% |
| One Year | 18.85% |
| Three Years | 15.77% |
| Five Years | 51.26% |
| Ten Years | 116.51% |
| YTD | 10.00% |
| Since Inception | 2435.17% |
Yearly Returns
| 2024 | 10.00% |
|---|---|
| 2023 | 14.01% |
| 2022 | -12.11% |
| 2021 | 15.77% |
| 2020 | 10.86% |
| 2019 | 19.20% |
| 2018 | -2.70% |
| 2017 | 15.48% |
| 2016 | 8.62% |
| 2015 | 1.72% |
Risk against SP-DA
| Alpha | -2.74% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.53% |
| Downside Deviation | 2.10% |
| Coefficient of determination | 93.19% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.7 |
| Treynor | 19.4 |
| Ulcer Index | 2.25 |
| Ulcer Performance Index | -4.37 |