CLBFX
American Funds American Balanced-529F
$34.84
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229252.427M |
| 52 Week High | 34.91 |
| 52 Week Low | 28.111 |
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Key Data
| Symbol | CLBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.84 |
| Price Yesterday | 34.91 |
| Market Cap | 229,252.43 |
| YTD Return | 10.08% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0068 |
Overview
| 52 Week High | 34.91 |
|---|---|
| 52 Week Low | 28.11 |
| Market Cap | 229,252.43M |
| Shares Outstanding | 6,580.15M |
| Income Dividend Yield | 1.33% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.35% |
Returns Annualized
| One Day | -39.73% |
|---|---|
| Five Days | 89.88% |
| One Months | 49.37% |
| Three Months | 17.87% |
| Six Months | 22.90% |
| Nine Months | 28.43% |
| One Year | 19.03% |
| Three Years | 5.15% |
| Five Years | 8.81% |
| Ten Years | 8.21% |
| YTD | 20.48% |
| Since Inception | 7.50% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.28% |
| One Month | 3.23% |
| Three Months | 4.12% |
| Six Months | 10.67% |
| Nine Months | 20.38% |
| One Year | 19.01% |
| Three Years | 16.18% |
| Five Years | 52.37% |
| Ten Years | 119.70% |
| YTD | 10.08% |
| Since Inception | 400.29% |
Yearly Returns
| 2024 | 10.08% |
|---|---|
| 2023 | 14.14% |
| 2022 | -12.00% |
| 2021 | 15.93% |
| 2020 | 11.07% |
| 2019 | 19.37% |
| 2018 | -2.55% |
| 2017 | 15.68% |
| 2016 | 8.75% |
| 2015 | 1.82% |
Risk against SP-DA
| Alpha | -2.57% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.46% |
| Downside Deviation | 2.09% |
| Coefficient of determination | 93.05% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.21 |
| Sortino | -4.64 |
| Treynor | 19.64 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -4.32 |