AFMBX
American Funds American Balanced-F3
$34.94
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229246.921M |
| 52 Week High | 35.01 |
| 52 Week Low | 28.153 |
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Key Data
| Symbol | AFMBX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.94 |
| Price Yesterday | 35.01 |
| Market Cap | 229,246.92 |
| YTD Return | 10.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0025 |
Overview
| 52 Week High | 35.01 |
|---|---|
| 52 Week Low | 28.15 |
| Market Cap | 229,246.92M |
| Shares Outstanding | 6,561.16M |
| Income Dividend Yield | 1.49% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.51% |
Returns Annualized
| One Day | -39.64% |
|---|---|
| Five Days | 89.53% |
| One Months | 49.42% |
| Three Months | 18.16% |
| Six Months | 23.11% |
| Nine Months | 28.62% |
| One Year | 19.26% |
| Three Years | 5.35% |
| Five Years | 9.00% |
| Ten Years | -999 |
| YTD | 20.69% |
| Since Inception | 8.99% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.28% |
| One Month | 3.24% |
| Three Months | 4.19% |
| Six Months | 10.76% |
| Nine Months | 20.51% |
| One Year | 19.24% |
| Three Years | 16.84% |
| Five Years | 53.66% |
| Ten Years | -999 |
| YTD | 10.18% |
| Since Inception | 89.40% |
Yearly Returns
| 2024 | 10.18% |
|---|---|
| 2023 | 14.34% |
| 2022 | -11.81% |
| 2021 | 16.13% |
| 2020 | 11.18% |
| 2019 | 19.57% |
| 2018 | -2.43% |
| 2017 | 13.17% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -2.36% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.42% |
| Downside Deviation | 2.07% |
| Coefficient of determination | 92.96% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.18 |
| Sortino | -4.57 |
| Treynor | 19.94 |
| Ulcer Index | 2.23 |
| Ulcer Performance Index | -4.25 |