BALFX
American Funds American Balanced-F1
$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 | 28.211 |
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Key Data
| Symbol | BALFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.93 |
| Price Yesterday | 35 |
| Market Cap | 229,247.69 |
| YTD Return | 9.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 35.00 |
|---|---|
| 52 Week Low | 28.21 |
| Market Cap | 229,247.69M |
| Shares Outstanding | 6,563.06M |
| Income Dividend Yield | 1.15% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.17% |
Returns Annualized
| One Day | -39.65% |
|---|---|
| Five Days | 92.35% |
| One Months | 49.44% |
| Three Months | 17.74% |
| Six Months | 22.68% |
| Nine Months | 28.21% |
| One Year | 18.83% |
| Three Years | 4.97% |
| Five Years | 8.59% |
| Ten Years | 7.99% |
| YTD | 20.27% |
| Since Inception | 7.67% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.31% |
| One Month | 3.24% |
| Three Months | 4.09% |
| Six Months | 10.57% |
| Nine Months | 20.23% |
| One Year | 18.81% |
| Three Years | 15.59% |
| Five Years | 50.86% |
| Ten Years | 115.23% |
| YTD | 9.98% |
| Since Inception | 455.41% |
Yearly Returns
| 2024 | 9.98% |
|---|---|
| 2023 | 13.96% |
| 2022 | -12.17% |
| 2021 | 15.70% |
| 2020 | 10.82% |
| 2019 | 19.10% |
| 2018 | -2.78% |
| 2017 | 15.39% |
| 2016 | 8.51% |
| 2015 | 1.67% |
Risk against SP-DA
| Alpha | -2.75% |
|---|---|
| Beta | 0.69 |
| Correlation | 96.50% |
| Downside Deviation | 2.09% |
| Coefficient of determination | 93.11% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.74 |
| Treynor | 19.37 |
| Ulcer Index | 2.26 |
| Ulcer Performance Index | -4.37 |