BALFX
American Funds American Balanced-F1
$32.54
-0.11 (-0.34%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 214640.679M |
52 Week High | 33.82 |
52 Week Low | 28.298 |
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Key Data
Symbol | BALFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.54 |
Price Yesterday | 32.65 |
Market Cap | 214,640.68 |
YTD Return | 2.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0062 |
Overview
52 Week High | 33.82 |
---|---|
52 Week Low | 28.30 |
Market Cap | 214,640.68M |
Shares Outstanding | 6,596.21M |
Income Dividend Yield | 1.21% |
Long Term Dividend Yield | 1.09% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.30% |
Returns Annualized
One Day | -57.31% |
---|---|
Five Days | -57.72% |
One Months | -23.78% |
Three Months | 8.29% |
Six Months | 27.33% |
Nine Months | 9.25% |
One Year | 12.38% |
Three Years | 3.61% |
Five Years | 7.43% |
Ten Years | 7.61% |
YTD | 7.27% |
Since Inception | 7.40% |
Returns Total
One Day | -0.34% |
---|---|
Five Days | -1.69% |
One Month | -2.34% |
Three Months | 2.01% |
Six Months | 12.72% |
Nine Months | 6.89% |
One Year | 12.37% |
Three Years | 11.22% |
Five Years | 43.03% |
Ten Years | 107.96% |
YTD | 2.14% |
Since Inception | 415.77% |
Yearly Returns
2024 | 2.14% |
---|---|
2023 | 13.97% |
2022 | -12.17% |
2021 | 15.70% |
2020 | 10.82% |
2019 | 19.10% |
2018 | -2.78% |
2017 | 15.39% |
2016 | 8.50% |
2015 | 1.67% |
Risk against SP-DA
Alpha | -3.58% |
---|---|
Beta | 0.66 |
Correlation | 97.22% |
Downside Deviation | 1.89% |
Coefficient of determination | 94.52% |
Standard Deviation | 2.31% |
Sharpe Ratio | -1.14 |
Sortino | -4.8 |
Treynor | 10.65 |
Ulcer Index | 2.2 |
Ulcer Performance Index | -4.13 |