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ABALX: American Balanced Fund Class A Sh (MUTUAL FUND)
Basic Info 40.12 0.78(1.91%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 02/13/1986 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.76% |
| Expenses | 0.31% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.3 | 21.7 | 16.8 | 8.3 | 9.3 | 9.5 | 8.2 | 8.3 | 18.4 | 15.0 | 14.0 | -12.7 | 12.2 | 7.5 | 19.2 | -2.7 | 15.0 | 8.6 | 1.7 | 8.8 | 21.7 | 14.2 | 3.8 | 13.0 | 21.1 | -25.7 | 6.6 | 11.8 | 3.1 | 8.4 | 21.2 | -6.3 | 8.2 | 15.9 | 3.5 | 11.1 | 21.0 | 12.5 | 23.0 | -0.1 | 7.4 | 7.1 | 23.3 | -4.0 | 15.7 | 9.6 | -0.7 | -4.8 |
| Sharpe Ratio | NA | 1.48 | 2.13 | 1.38 | 0.54 | 0.71 | NA | NA | 0.56 | 1.38 | 1.3 | 1.26 | -0.97 | 1.43 | 0.37 | 2.56 | -0.43 | 3.57 | 1.11 | 0.18 | 1.18 | 2.64 | 1.61 | 0.25 | 1.2 | 1.22 | -1.11 | 0.36 | 1.3 | 0.14 | 1.07 | 1.97 | -0.48 | 0.57 | 1.21 | 0.01 | 0.88 | 2.07 | 1.32 | 3.18 | -0.56 | 0.88 | 0.89 | 2.54 | -0.88 | 1.11 | 0.46 | -0.34 | -0.63 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.7 | 20.4 | 22.3 | NA | NA | 40.2 | 10.7 | 4.6 | 7.1 | 19.2 | 4.1 | 22.3 | 3.5 | 10.5 | 1.4 | 5.6 | 7.9 | 4.8 | 5.2 | 6.5 | 11.7 | 9.3 | 19.1 | 34.7 | 5.5 | 4.7 | 4.5 | 4.9 | 10.2 | 21.1 | 10.7 | 7.1 | 8.8 | 9.5 | 5.3 | 3.4 | 4.3 | 7.4 | 4.5 | 2.7 | 2.8 | 13.6 | 7.3 | 4.5 | 20.7 | 10.0 |
| Standard Deviation(%) | NA | 10.4 | 8.9 | 9.8 | 10.7 | 10.8 | NA | NA | 10.7 | 11.3 | 8.8 | 8.3 | 14.6 | 8.5 | 19.6 | 6.9 | 9.5 | 4.0 | 7.6 | 9.4 | 7.5 | 8.2 | 8.9 | 15.4 | 10.8 | 17.2 | 24.0 | 9.5 | 6.5 | 6.2 | 6.9 | 10.4 | 15.5 | 10.2 | 9.6 | 7.3 | 8.7 | 8.4 | 6.7 | 6.0 | 5.6 | 5.9 | 5.1 | 7.6 | 10.8 | 8.8 | 10.1 | 14.3 | 15.3 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.14 | 0.06 | 0.08 | NA | NA | 0.07 | 0.16 | 0.11 | 0.12 | -0.16 | 0.14 | 0.08 | 0.19 | -0.04 | 0.16 | 0.09 | 0.02 | 0.08 | 0.19 | 0.12 | 0.03 | 0.13 | 0.2 | -0.26 | 0.03 | 0.09 | 0.01 | 0.08 | 0.19 | -0.07 | 0.08 | 0.26 | 0.0 | 0.11 | 0.22 | 0.11 | 0.23 | -0.04 | 0.08 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.02 | 0.04 | 0.05 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.03 | 0.97 | 0.93 | 0.93 | NA | NA | 0.92 | 0.95 | 0.99 | 0.89 | 0.89 | 0.9 | 0.93 | 0.95 | 0.95 | 0.88 | 0.95 | 1.07 | 1.09 | 1.17 | 1.18 | 1.12 | 1.0 | 1.03 | 1.02 | 1.03 | 0.95 | 0.92 | 0.93 | 1.09 | 1.08 | 0.75 | 0.44 | 0.5 | 0.68 | 0.8 | 0.78 | 0.83 | 0.77 | 0.62 | 0.7 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.88 | 0.93 | 0.93 | 0.94 | NA | NA | 0.74 | 0.93 | 0.92 | 0.95 | 0.96 | 0.76 | 0.96 | 0.96 | 0.97 | 0.75 | 0.96 | 0.97 | 0.95 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.99 | 0.97 | 0.94 | 0.93 | 0.89 | 0.95 | 0.92 | 0.84 | 0.43 | 0.62 | 0.85 | 0.93 | 0.86 | 0.57 | 0.9 | 0.42 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 7.8 | 2.6 | 1.4 | 1.3 | 1.4 | 4.6 | 5.6 | 5.5 | 4.5 | 5.4 | 7.5 | 1.8 | 2.1 | 2.2 | 2.2 | 2.9 | 3.5 | 5.0 | 4.9 | 4.1 | 4.1 | 1.2 | 2.9 | 5.6 | 8.0 | 11.8 | 10.3 | 12.8 | 9.4 | 4.7 | 4.5 | 4.9 | 5.0 | 6.0 | 5.5 | 6.4 | 6.0 | 6.1 | 5.3 |
| Dividend Growth(%) | N/A | -96.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 25.6 | 227.0 | 55.7 | 21.3 | 0.0 | -64.9 | -25.8 | 12.4 | 29.8 | -21.1 | -26.8 | 379.7 | 0.0 | -5.0 | 11.1 | -12.2 | -39.7 | -29.2 | 9.5 | 19.2 | 2.9 | 297.2 | -60.4 | -47.5 | -24.2 | -38.7 | 15.6 | -13.4 | 39.8 | 137.5 | 0.0 | -6.7 | 0.0 | -3.2 | -1.6 | -6.0 | 8.1 | -7.5 | 4.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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