BALCX
American Balanced Fund Class C
Mutual fund
$39.52+0.15 (+0.38%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $59,753
- CAGR
- +7.25%
- Max drawdown
- −40.88%
- Sharpe ratio
- 0.67
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.22%
- 3M
- −2.02%
- 6M
- +7.52%
- YTD
- +6.67%
- 1Y
- +9.63%
- 3Y
- +16.42%
- 5Y
- +8.30%
- 10Y
- +9.03%
- 15Y
- +9.76%
- 20Y
- +7.50%
- 25Y
- +7.43%
- Since 2001
- +7.25%
Metrics
Since 2001| Volatility | 11.49% |
|---|---|
| Sortino ratio | 0.94 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +21.85% |
| Worst year, 2008 | −26.34% |
| Positive years | 20 of 24 |
| Longest drawdown | 3.4 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.9% | Oct 2007 | Mar 2009 | Feb 2011 | 3.4 years |
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −21.5% | Mar 2002 | Oct 2002 | Jun 2003 | 1.2 years |
| −19.2% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −11.9% | May 2011 | Oct 2011 | Jan 2012 | 9 months |
Annual returns
2001 from Mar 15 · 2026 through Oct 2