ABALX
American Funds American Balanced-A
$33.83
0.21 (0.62%)
Currency in USD / Last Updated: 3/27/2024
Category | Balanced |
---|---|
Market Cap | 222974.219M |
52 Week High | 33.83 |
52 Week Low | 28.173 |
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Key Data
Symbol | ABALX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.83 |
Price Yesterday | 33.62 |
Market Cap | 222,974.22 |
YTD Return | 6.10% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0057 |
Overview
52 Week High | 33.83 |
---|---|
52 Week Low | 28.17 |
Market Cap | 222,974.22M |
Shares Outstanding | 6,591.02M |
Income Dividend Yield | 1.21% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.26% |
Returns Annualized
One Day | 381.02% |
---|---|
Five Days | 41.08% |
One Months | 42.77% |
Three Months | 25.81% |
Six Months | 37.04% |
Nine Months | 19.21% |
One Year | 20.06% |
Three Years | 5.73% |
Five Years | 8.70% |
Ten Years | 8.15% |
YTD | 28.27% |
Since Inception | 9.42% |
Returns Total
One Day | 0.62% |
---|---|
Five Days | 0.68% |
One Month | 3.01% |
Three Months | 5.80% |
Six Months | 16.90% |
Nine Months | 14.07% |
One Year | 20.04% |
Three Years | 18.14% |
Five Years | 51.66% |
Ten Years | 118.54% |
YTD | 6.10% |
Since Inception | 2,344.36% |
Yearly Returns
2024 | 6.10% |
---|---|
2023 | 14.01% |
2022 | -12.11% |
2021 | 15.76% |
2020 | 10.86% |
2019 | 19.20% |
2018 | -2.70% |
2017 | 15.47% |
2016 | 8.62% |
2015 | 1.72% |
Risk against SP-DA
Alpha | -3.90% |
---|---|
Beta | 0.65 |
Correlation | 96.35% |
Downside Deviation | 1.96% |
Coefficient of determination | 92.83% |
Standard Deviation | 2.26% |
Sharpe Ratio | -1.79 |
Sortino | -7.18 |
Treynor | 22.81 |
Ulcer Index | 2.14 |
Ulcer Performance Index | -6.57 |