CLBCX
American Balanced Fund Class 529-C
Mutual fund
$39.86+0.16 (+0.40%)Close Oct 2, 2026
Feb 19, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $55,591
- CAGR
- +7.22%
- Max drawdown
- −40.94%
- Sharpe ratio
- 0.66
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.22%
- 3M
- −2.05%
- 6M
- +7.50%
- YTD
- +6.62%
- 1Y
- +9.59%
- 3Y
- +16.37%
- 5Y
- +8.25%
- 10Y
- +8.98%
- 15Y
- +9.70%
- 20Y
- +7.48%
- Since 2002
- +7.22%
Metrics
Since 2002| Volatility | 11.53% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +21.17% |
| Worst year, 2008 | −26.41% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.9% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.3% | Mar 2002 | Oct 2002 | Sep 2003 | 1.5 years |
| −19.2% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −11.9% | May 2011 | Oct 2011 | Jan 2012 | 9 months |
Annual returns
2002 from Feb 19 · 2026 through Oct 2