FBAFX
American Balanced Fund Class 529-F-2
Mutual fund
$39.88+0.16 (+0.40%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,820
- CAGR
- +11.27%
- Max drawdown
- −18.65%
- Sharpe ratio
- 1.10
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.13%
- 3M
- −1.79%
- 6M
- +8.05%
- YTD
- +7.44%
- 1Y
- +10.70%
- 3Y
- +17.55%
- 5Y
- +9.36%
- Since 2020
- +11.27%
Metrics
Since 2020| Volatility | 10.28% |
|---|---|
| Sortino ratio | 1.59 |
| Calmar ratio | 0.60 |
| Best year, 2025 | +18.74% |
| Worst year, 2022 | −11.93% |
| Positive years | 4 of 5 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −18.7% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −10.6% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −7.0% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −4.5% | Jul 2024 | Aug 2024 | Aug 2024 | 1 month |
| −3.8% | Mar 2024 | Apr 2024 | May 2024 | 2 months |
Annual returns
2020 from Oct 30 · 2026 through Oct 2