BALCX
American Funds American Balanced-C
$32.30
-0.12 (-0.37%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 214627.681M |
52 Week High | 33.59 |
52 Week Low | 28.194 |
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Key Data
Symbol | BALCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.3 |
Price Yesterday | 32.42 |
Market Cap | 214,627.68 |
YTD Return | 1.92% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0132 |
Overview
52 Week High | 33.59 |
---|---|
52 Week Low | 28.19 |
Market Cap | 214,627.68M |
Shares Outstanding | 6,644.82M |
Income Dividend Yield | 0.55% |
Long Term Dividend Yield | 1.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.65% |
Returns Annualized
One Day | -60.76% |
---|---|
Five Days | -58.63% |
One Months | -24.46% |
Three Months | 7.35% |
Six Months | 26.34% |
Nine Months | 8.43% |
One Year | 11.59% |
Three Years | 2.88% |
Five Years | 6.68% |
Ten Years | 6.85% |
YTD | 6.50% |
Since Inception | 6.59% |
Returns Total
One Day | -0.37% |
---|---|
Five Days | -1.73% |
One Month | -2.42% |
Three Months | 1.79% |
Six Months | 12.29% |
Nine Months | 6.29% |
One Year | 11.58% |
Three Years | 8.89% |
Five Years | 38.06% |
Ten Years | 93.69% |
YTD | 1.92% |
Since Inception | 333.32% |
Yearly Returns
2024 | 1.92% |
---|---|
2023 | 13.12% |
2022 | -12.75% |
2021 | 14.89% |
2020 | 10.05% |
2019 | 18.27% |
2018 | -3.45% |
2017 | 14.58% |
2016 | 7.70% |
2015 | 0.93% |
Risk against SP-DA
Alpha | -4.37% |
---|---|
Beta | 0.66 |
Correlation | 97.03% |
Downside Deviation | 1.93% |
Coefficient of determination | 94.15% |
Standard Deviation | 2.31% |
Sharpe Ratio | -1.23 |
Sortino | -5.13 |
Treynor | 9.45 |
Ulcer Index | 2.25 |
Ulcer Performance Index | -4.39 |