CLBFX
American Funds American Balanced-529F
$33.72
0.21 (0.63%)
Currency in USD / Last Updated: 3/27/2024
Category | Balanced |
---|---|
Market Cap | 223046.006M |
52 Week High | 33.72 |
52 Week Low | 28.046 |
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Key Data
Symbol | CLBFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.72 |
Price Yesterday | 33.51 |
Market Cap | 223,046.01 |
YTD Return | 6.16% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0068 |
Overview
52 Week High | 33.72 |
---|---|
52 Week Low | 28.05 |
Market Cap | 223,046.01M |
Shares Outstanding | 6,614.65M |
Income Dividend Yield | 1.34% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.39% |
Returns Annualized
One Day | 383.50% |
---|---|
Five Days | 43.38% |
One Months | 42.99% |
Three Months | 26.06% |
Six Months | 37.28% |
Nine Months | 19.39% |
One Year | 20.21% |
Three Years | 5.86% |
Five Years | 8.87% |
Ten Years | 8.31% |
YTD | 28.56% |
Since Inception | 7.42% |
Returns Total
One Day | 0.63% |
---|---|
Five Days | 0.72% |
One Month | 3.02% |
Three Months | 5.86% |
Six Months | 17.00% |
Nine Months | 14.20% |
One Year | 20.19% |
Three Years | 18.60% |
Five Years | 52.82% |
Ten Years | 121.83% |
YTD | 6.16% |
Since Inception | 382.40% |
Yearly Returns
2024 | 6.16% |
---|---|
2023 | 14.14% |
2022 | -12.01% |
2021 | 15.94% |
2020 | 11.07% |
2019 | 19.37% |
2018 | -2.56% |
2017 | 15.69% |
2016 | 8.75% |
2015 | 1.82% |
Risk against SP-DA
Alpha | -3.76% |
---|---|
Beta | 0.65 |
Correlation | 96.39% |
Downside Deviation | 1.93% |
Coefficient of determination | 92.92% |
Standard Deviation | 2.26% |
Sharpe Ratio | -1.77 |
Sortino | -7.19 |
Treynor | 23.03 |
Ulcer Index | 2.12 |
Ulcer Performance Index | -6.54 |