CLBAX
American Funds American Balanced-529A
$34.89
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229315.917M |
| 52 Week High | 34.96 |
| 52 Week Low | 28.176 |
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Key Data
| Symbol | CLBAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.89 |
| Price Yesterday | 34.96 |
| Market Cap | 229,315.92 |
| YTD Return | 10.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0023 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 34.96 |
|---|---|
| 52 Week Low | 28.18 |
| Market Cap | 229,315.92M |
| Shares Outstanding | 6,572.54M |
| Income Dividend Yield | 1.17% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.19% |
Returns Annualized
| One Day | -39.68% |
|---|---|
| Five Days | 92.50% |
| One Months | 49.62% |
| Three Months | 17.79% |
| Six Months | 22.73% |
| Nine Months | 28.22% |
| One Year | 18.84% |
| Three Years | 4.99% |
| Five Years | 8.61% |
| Ten Years | 7.99% |
| YTD | 20.32% |
| Since Inception | 7.41% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.31% |
| One Month | 3.25% |
| Three Months | 4.11% |
| Six Months | 10.59% |
| Nine Months | 20.24% |
| One Year | 18.81% |
| Three Years | 15.64% |
| Five Years | 51.00% |
| Ten Years | 115.26% |
| YTD | 10.00% |
| Since Inception | 391.41% |
Yearly Returns
| 2024 | 10.00% |
|---|---|
| 2023 | 13.95% |
| 2022 | -12.13% |
| 2021 | 15.72% |
| 2020 | 10.79% |
| 2019 | 19.11% |
| 2018 | -2.78% |
| 2017 | 15.42% |
| 2016 | 8.50% |
| 2015 | 1.63% |
Risk against SP-DA
| Alpha | -2.78% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.43% |
| Downside Deviation | 2.08% |
| Coefficient of determination | 93.00% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.75 |
| Treynor | 19.34 |
| Ulcer Index | 2.25 |
| Ulcer Performance Index | -4.39 |