AMBFX
American Balanced Fund Class F-2
Mutual fund
$39.84+0.16 (+0.40%)Close Oct 2, 2026
Aug 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $50,628
- CAGR
- +9.34%
- Max drawdown
- −33.84%
- Sharpe ratio
- 0.80
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.14%
- 3M
- −1.80%
- 6M
- +8.04%
- YTD
- +7.43%
- 1Y
- +10.68%
- 3Y
- +17.52%
- 5Y
- +9.34%
- 10Y
- +10.08%
- 15Y
- +10.84%
- Since 2008
- +9.34%
Metrics
Since 2008| Volatility | 12.03% |
|---|---|
| Sortino ratio | 1.13 |
| Calmar ratio | 0.28 |
| Best year, 2013 | +21.98% |
| Worst year, 2022 | −11.93% |
| Positive years | 15 of 17 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.8% | Aug 2008 | Mar 2009 | Mar 2010 | 1.6 years |
| −22.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −18.6% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −11.6% | Jul 2011 | Oct 2011 | Jan 2012 | 6 months |
| −10.6% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
Annual returns
2008 from Aug 1 · 2026 through Oct 2