American Funds American Balanced Fund Class A (ABALX)
Fund Info
US0240711020
024071102
Jul 26, 1975
Expense Ratio
ABALX has an expense ratio of 0.56%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds American Balanced Fund Class A (ABALX) returned 2.95% year-to-date (YTD) and 5.62% over the past 12 months. Over the past 10 years, ABALX returned 5.27% annually, underperforming the S&P 500 benchmark at 10.89%.
ABALX
2.95%
6.89%
-1.14%
5.62%
7.25%
5.27%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of ABALX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.88% | -0.23% | -2.81% | -0.29% | 3.49% | 2.95% | |||||||
| 2024 | 0.72% | 2.58% | 2.76% | -3.25% | 2.99% | 2.79% | 1.85% | 1.68% | 1.74% | -1.10% | 2.90% | -6.05% | 9.53% |
| 2023 | 4.03% | -3.24% | 2.12% | 1.32% | -0.74% | 3.35% | 2.06% | -1.38% | -3.52% | -1.52% | 6.63% | 4.64% | 14.02% |
| 2022 | -3.35% | -1.48% | 0.79% | -5.53% | 1.59% | -6.71% | 4.52% | -3.08% | -7.11% | 5.19% | 5.61% | -2.75% | -12.66% |
| 2021 | -0.66% | 1.53% | 2.86% | 2.95% | 1.80% | 0.06% | 1.13% | 1.48% | -3.14% | 3.71% | -0.95% | 0.99% | 12.19% |
| 2020 | -0.18% | -3.80% | -8.01% | 7.81% | 2.70% | 0.54% | 3.38% | 2.40% | -1.63% | -1.80% | 6.95% | -0.07% | 7.48% |
| 2019 | 4.78% | 1.38% | 1.59% | 2.05% | -3.51% | 4.06% | 0.66% | -0.11% | 0.91% | 1.63% | 2.14% | 0.22% | 16.72% |
| 2018 | 3.20% | -3.28% | -1.04% | 0.34% | 1.12% | 0.48% | 2.17% | 0.83% | 0.25% | -4.08% | 1.90% | -8.01% | -6.49% |
| 2017 | 1.81% | 2.10% | 0.27% | 0.97% | 1.38% | -0.42% | 1.91% | 0.49% | 1.16% | 1.63% | 1.46% | -1.83% | 11.42% |
| 2016 | -2.48% | 0.00% | 4.35% | 1.24% | 0.45% | 0.73% | 1.70% | -0.00% | 0.01% | -0.84% | 1.54% | -0.73% | 5.99% |
| 2015 | -1.33% | 3.60% | -1.02% | 1.09% | 0.32% | -1.76% | 1.87% | -4.36% | -1.01% | 5.85% | 0.36% | -4.52% | -1.38% |
| 2014 | -2.33% | 3.10% | 1.18% | 0.49% | 1.65% | 1.17% | -1.54% | 3.24% | -1.03% | 1.45% | 2.05% | 0.31% | 10.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ABALX is 47, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds American Balanced Fund Class A (ABALX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
American Funds American Balanced Fund Class A provided a 7.00% dividend yield over the last twelve months, with an annual payout of $2.47 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.47 | $2.47 | $0.76 | $0.66 | $1.44 | $1.31 | $1.14 | $1.54 | $1.47 | $1.05 | $1.44 | $2.02 |
Dividend yield | 7.00% | 7.19% | 2.36% | 2.30% | 4.30% | 4.35% | 4.00% | 6.17% | 5.40% | 4.24% | 6.02% | 8.15% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds American Balanced Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | |||||||
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $2.14 | $2.47 |
| 2023 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.46 | $0.76 |
| 2022 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.19 | $0.66 |
| 2021 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.96 | $1.44 |
| 2020 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.87 | $1.31 |
| 2019 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.75 | $1.14 |
| 2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.19 | $1.54 |
| 2017 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.07 | $1.47 |
| 2016 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.60 | $1.05 |
| 2015 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.94 | $1.44 |
| 2014 | $0.22 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.61 | $2.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds American Balanced Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds American Balanced Fund Class A was 39.31%, occurring on Mar 9, 2009. Recovery took 459 trading sessions.
The current American Funds American Balanced Fund Class A drawdown is 3.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.31% | Oct 10, 2007 | 354 | Mar 9, 2009 | 459 | Dec 31, 2010 | 813 |
| -22.34% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -21.13% | Mar 20, 2002 | 142 | Oct 9, 2002 | 170 | Jun 11, 2003 | 312 |
| -20.75% | Aug 26, 1987 | 78 | Dec 11, 1987 | 385 | Jun 2, 1989 | 463 |
| -20.39% | Nov 10, 2021 | 224 | Sep 30, 2022 | 339 | Feb 7, 2024 | 563 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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