AFMBX
American Balanced Fund Class F-3
Mutual fund
$39.86+0.16 (+0.40%)Close Oct 2, 2026
Jan 27, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $25,324
- CAGR
- +10.08%
- Max drawdown
- −22.34%
- Sharpe ratio
- 0.94
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.13%
- 3M
- −1.77%
- 6M
- +8.10%
- YTD
- +7.51%
- 1Y
- +10.79%
- 3Y
- +17.65%
- 5Y
- +9.46%
- Since 2017
- +10.08%
Metrics
Since 2017| Volatility | 10.87% |
|---|---|
| Sortino ratio | 1.31 |
| Calmar ratio | 0.45 |
| Best year, 2019 | +19.57% |
| Worst year, 2022 | −11.83% |
| Positive years | 6 of 8 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −18.6% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −10.6% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −10.4% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
| −7.0% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
2017 from Jan 27 · 2026 through Oct 2