BALFX
American Balanced Fund Class F-1
Mutual fund
$39.84+0.16 (+0.40%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $72,355
- CAGR
- +8.05%
- Max drawdown
- −40.19%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.15%
- 3M
- −1.86%
- 6M
- +7.91%
- YTD
- +7.23%
- 1Y
- +10.40%
- 3Y
- +17.24%
- 5Y
- +9.06%
- 10Y
- +9.79%
- 15Y
- +10.55%
- 20Y
- +8.30%
- 25Y
- +8.24%
- Since 2001
- +8.05%
Metrics
Since 2001| Volatility | 11.48% |
|---|---|
| Sortino ratio | 1.04 |
| Calmar ratio | 0.20 |
| Best year, 2003 | +22.80% |
| Worst year, 2008 | −25.73% |
| Positive years | 20 of 24 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2001| 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 | Jun 2003 | 1.2 years |
| −18.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −11.6% | Jul 2011 | Oct 2011 | Jan 2012 | 6 months |
Annual returns
2001 from Mar 15 · 2026 through Oct 2