CLBAX
American Funds American Balanced-529A
$32.50
-0.11 (-0.34%)
Currency in USD / Last Updated: 4/19/2024
Category | Balanced |
---|---|
Market Cap | 214638.775M |
52 Week High | 33.78 |
52 Week Low | 28.265 |
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Key Data
Symbol | CLBAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.5 |
Price Yesterday | 32.61 |
Market Cap | 214,638.78 |
YTD Return | 2.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0023 |
Front Load | 0.035 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 33.78 |
---|---|
52 Week Low | 28.27 |
Market Cap | 214,638.78M |
Shares Outstanding | 6,604.27M |
Income Dividend Yield | 1.23% |
Long Term Dividend Yield | 1.09% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.32% |
Returns Annualized
One Day | -57.36% |
---|---|
Five Days | -57.76% |
One Months | -23.81% |
Three Months | 8.19% |
Six Months | 27.31% |
Nine Months | 9.24% |
One Year | 12.42% |
Three Years | 3.62% |
Five Years | 7.44% |
Ten Years | 7.61% |
YTD | 7.29% |
Since Inception | 7.13% |
Returns Total
One Day | -0.34% |
---|---|
Five Days | -1.69% |
One Month | -2.34% |
Three Months | 1.99% |
Six Months | 12.71% |
Nine Months | 6.88% |
One Year | 12.40% |
Three Years | 11.26% |
Five Years | 43.08% |
Ten Years | 107.96% |
YTD | 2.14% |
Since Inception | 356.27% |
Yearly Returns
2024 | 2.14% |
---|---|
2023 | 13.96% |
2022 | -12.14% |
2021 | 15.72% |
2020 | 10.79% |
2019 | 19.12% |
2018 | -2.79% |
2017 | 15.42% |
2016 | 8.49% |
2015 | 1.63% |
Risk against SP-DA
Alpha | -3.57% |
---|---|
Beta | 0.66 |
Correlation | 97.27% |
Downside Deviation | 1.89% |
Coefficient of determination | 94.61% |
Standard Deviation | 2.31% |
Sharpe Ratio | -1.13 |
Sortino | -4.8 |
Treynor | 10.68 |
Ulcer Index | 2.19 |
Ulcer Performance Index | -4.14 |