AMBFX
American Funds American Balanced-F2
$33.82
0.02 (0.06%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 223174.12M |
52 Week High | 33.82 |
52 Week Low | 28.084 |
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Key Data
Symbol | AMBFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.82 |
Price Yesterday | 33.8 |
Market Cap | 223,174.12 |
YTD Return | 6.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0036 |
Overview
52 Week High | 33.82 |
---|---|
52 Week Low | 28.08 |
Market Cap | 223,174.12M |
Shares Outstanding | 6,598.88M |
Income Dividend Yield | 1.41% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.46% |
Returns Annualized
One Day | 16.09% |
---|---|
Five Days | 12.69% |
One Months | 41.38% |
Three Months | 28.37% |
Six Months | 37.04% |
Nine Months | 18.59% |
One Year | 18.23% |
Three Years | 6.13% |
Five Years | 8.81% |
Ten Years | 8.28% |
YTD | 28.37% |
Since Inception | 8.66% |
Returns Total
One Day | 0.06% |
---|---|
Five Days | 0.24% |
One Month | 2.78% |
Three Months | 6.23% |
Six Months | 16.75% |
Nine Months | 13.47% |
One Year | 17.97% |
Three Years | 19.43% |
Five Years | 52.38% |
Ten Years | 121.03% |
YTD | 6.23% |
Since Inception | 266.02% |
Yearly Returns
2024 | 6.23% |
---|---|
2023 | 14.23% |
2022 | -11.91% |
2021 | 16.02% |
2020 | 11.07% |
2019 | 19.45% |
2018 | -2.52% |
2017 | 15.69% |
2016 | 8.80% |
2015 | 1.92% |
Risk against SP-DA
Alpha | -3.92% |
---|---|
Beta | 0.65 |
Correlation | 96.87% |
Downside Deviation | 1.92% |
Coefficient of determination | 93.85% |
Standard Deviation | 2.27% |
Sharpe Ratio | -1.78 |
Sortino | -7.28 |
Treynor | 23.19 |
Ulcer Index | 2.12 |
Ulcer Performance Index | -6.6 |