AFMBX
American Funds American Balanced-F3
$32.99
-0.04 (-0.12%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 217542.669M |
52 Week High | 33.83 |
52 Week Low | 28.266 |
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Key Data
Symbol | AFMBX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.99 |
Price Yesterday | 33.03 |
Market Cap | 217,542.67 |
YTD Return | 3.61% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0025 |
Overview
52 Week High | 33.83 |
---|---|
52 Week Low | 28.27 |
Market Cap | 217,542.67M |
Shares Outstanding | 6,594.20M |
Income Dividend Yield | 1.54% |
Long Term Dividend Yield | 1.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.62% |
Returns Annualized
One Day | -26.33% |
---|---|
Five Days | 42.33% |
One Months | -21.93% |
Three Months | 12.71% |
Six Months | 31.58% |
Nine Months | 11.96% |
One Year | 14.24% |
Three Years | 4.35% |
Five Years | 8.01% |
Ten Years | -999 |
YTD | 12.00% |
Since Inception | 8.32% |
Returns Total
One Day | -0.12% |
---|---|
Five Days | 0.70% |
One Month | -2.14% |
Three Months | 3.03% |
Six Months | 14.57% |
Nine Months | 8.88% |
One Year | 14.23% |
Three Years | 13.59% |
Five Years | 46.89% |
Ten Years | -999 |
YTD | 3.61% |
Since Inception | 78.11% |
Yearly Returns
2024 | 3.61% |
---|---|
2023 | 14.34% |
2022 | -11.81% |
2021 | 16.13% |
2020 | 11.18% |
2019 | 19.56% |
2018 | -2.43% |
2017 | 13.17% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -3.79% |
---|---|
Beta | 0.66 |
Correlation | 97.13% |
Downside Deviation | 1.91% |
Coefficient of determination | 94.34% |
Standard Deviation | 2.33% |
Sharpe Ratio | -1.27 |
Sortino | -5.38 |
Treynor | 13.42 |
Ulcer Index | 2.19 |
Ulcer Performance Index | -4.71 |