ABALX
American Balanced Fund Class A
Mutual fund
$39.88+0.16 (+0.40%)Close Oct 2, 2026
Jan 2, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $272,582
- CAGR
- +8.45%
- Max drawdown
- −40.20%
- Sharpe ratio
- 0.82
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.16%
- 3M
- −1.84%
- 6M
- +7.93%
- YTD
- +7.27%
- 1Y
- +10.46%
- 3Y
- +17.30%
- 5Y
- +9.12%
- 10Y
- +9.86%
- 15Y
- +10.61%
- 20Y
- +8.34%
- 25Y
- +8.19%
- 30Y
- +8.71%
- Since 1986
- +8.45%
Metrics
Since 1986| Volatility | 10.63% |
|---|---|
| Sortino ratio | 1.13 |
| Calmar ratio | 0.21 |
| Best year, 1991 | +23.29% |
| Worst year, 2008 | −25.74% |
| Positive years | 32 of 40 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.2% | Oct 2007 | Mar 2009 | Jan 2011 | 3.3 years |
| −22.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −21.1% | Mar 2002 | Oct 2002 | Aug 2003 | 1.4 years |
| −20.7% | Aug 1987 | Dec 1987 | May 1989 | 1.7 years |
| −18.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
Annual returns
2026 through Oct 2