AMBFX
American Funds American Balanced-F2
$34.93
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229247.688M |
| 52 Week High | 35 |
| 52 Week Low | 28.165 |
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Key Data
| Symbol | AMBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.93 |
| Price Yesterday | 35 |
| Market Cap | 229,247.69 |
| YTD Return | 10.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0035 |
Overview
| 52 Week High | 35.00 |
|---|---|
| 52 Week Low | 28.17 |
| Market Cap | 229,247.69M |
| Shares Outstanding | 6,563.06M |
| Income Dividend Yield | 1.40% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.41% |
Returns Annualized
| One Day | -39.65% |
|---|---|
| Five Days | 89.56% |
| One Months | 49.55% |
| Three Months | 18.05% |
| Six Months | 23.00% |
| Nine Months | 28.50% |
| One Year | 19.14% |
| Three Years | 5.24% |
| Five Years | 8.88% |
| Ten Years | 8.27% |
| YTD | 20.58% |
| Since Inception | 8.75% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.28% |
| One Month | 3.24% |
| Three Months | 4.16% |
| Six Months | 10.71% |
| Nine Months | 20.43% |
| One Year | 19.12% |
| Three Years | 16.47% |
| Five Years | 52.82% |
| Ten Years | 120.91% |
| YTD | 10.12% |
| Since Inception | 279.47% |
Yearly Returns
| 2024 | 10.12% |
|---|---|
| 2023 | 14.23% |
| 2022 | -11.91% |
| 2021 | 16.01% |
| 2020 | 11.07% |
| 2019 | 19.45% |
| 2018 | -2.52% |
| 2017 | 15.69% |
| 2016 | 8.80% |
| 2015 | 1.92% |
Risk against SP-DA
| Alpha | -2.52% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.59% |
| Downside Deviation | 2.06% |
| Coefficient of determination | 93.29% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.19 |
| Sortino | -4.64 |
| Treynor | 19.72 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -4.28 |