CLBEX
American Balanced Fund Class 529-E
Mutual fund
$39.76+0.16 (+0.40%)Close Oct 2, 2026
Mar 5, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $60,183
- CAGR
- +7.58%
- Max drawdown
- −40.54%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.18%
- 3M
- −1.92%
- 6M
- +7.78%
- YTD
- +7.04%
- 1Y
- +10.16%
- 3Y
- +16.97%
- 5Y
- +8.82%
- 10Y
- +9.55%
- 15Y
- +10.28%
- 20Y
- +8.02%
- Since 2002
- +7.58%
Metrics
Since 2002| Volatility | 11.52% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.19 |
| Best year, 2003 | +21.62% |
| Worst year, 2008 | −25.99% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.5% | Oct 2007 | Mar 2009 | Jan 2011 | 3.3 years |
| −22.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.3% | Mar 2002 | Oct 2002 | Sep 2003 | 1.5 years |
| −18.9% | Jan 2022 | Sep 2022 | Jan 2024 | 2.1 years |
| −11.7% | May 2011 | Oct 2011 | Jan 2012 | 9 months |
Annual returns
2002 from Mar 5 · 2026 through Oct 2