American Funds American Balanced Fund Class A (ABALX)
Fund Info
| ISIN | US0240711020 |
|---|---|
| CUSIP | 024071102 |
| Issuer | American Funds |
| Inception Date | Jul 26, 1975 |
| Category | Diversified Portfolio |
| Expense Ratio | 0.56% |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Multi-Asset |
Trading Data
| Previous Close | $29.88 |
|---|---|
| Year Range | $26.79 - $32.98 |
| EMA (50) | $28.63 |
| EMA (200) | $29.56 |
ABALXShare Price Chart
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ABALXPerformance
The chart shows the growth of $10,000 invested in American Funds American Balanced Fund Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,633 for a total return of roughly 206.33%. All prices are adjusted for splits and dividends.
ABALXCompare to other instruments
ABALXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 6.07% | 5.59% |
| 6M | -1.86% | -2.52% |
| YTD | -9.28% | -14.57% |
| 1Y | -5.62% | -9.78% |
| 5Y | 6.46% | 9.04% |
| 10Y | 8.89% | 11.20% |
ABALXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.35% | -1.48% | 0.79% | -5.53% | 1.59% | -6.15% | 4.52% | -3.08% | -7.11% | 5.19% | 5.61% | 0.40% |
| 2021 | -0.66% | 1.53% | 2.86% | 2.95% | 1.80% | 0.60% | 1.13% | 1.48% | -3.14% | 3.71% | -0.95% | 3.63% |
| 2020 | -0.18% | -3.80% | -8.01% | 7.81% | 2.70% | 1.08% | 3.38% | 2.40% | -1.63% | -1.80% | 6.95% | 2.51% |
| 2019 | 4.78% | 1.38% | 1.59% | 2.05% | -3.51% | 4.40% | 0.66% | -0.11% | 0.91% | 1.63% | 2.14% | 2.03% |
| 2018 | 3.20% | -3.28% | -1.04% | 0.34% | 1.12% | 0.65% | 2.17% | 0.83% | 0.25% | -4.08% | 1.90% | -4.46% |
| 2017 | 1.81% | 2.10% | 0.27% | 0.97% | 1.38% | -0.05% | 1.91% | 0.49% | 1.16% | 1.63% | 1.46% | 1.33% |
| 2016 | -2.48% | -0.00% | 4.35% | 1.24% | 0.45% | 1.36% | 1.70% | 0.00% | 0.00% | -0.84% | 1.54% | 1.08% |
| 2015 | -1.33% | 3.60% | -1.02% | 1.09% | 0.32% | -1.76% | 1.87% | -4.36% | -1.01% | 5.85% | 0.36% | -1.14% |
| 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% |
| 2013 | 3.58% | 0.71% | 2.42% | 2.21% | 1.58% | -1.58% | 3.17% | -2.50% | 3.22% | 3.50% | 2.12% | 1.60% |
| 2012 | 3.62% | 2.91% | 1.93% | 0.15% | -4.46% | 3.49% | 1.54% | 1.27% | 1.83% | -0.44% | 0.79% | 0.95% |
| 2011 | 2.01% | 2.30% | 0.21% | 2.20% | -0.58% | -0.99% | -0.59% | -3.23% | -4.92% | 7.54% | -0.44% | 0.77% |
| 2010 | -2.26% | 1.75% | 3.56% | 1.13% | -5.47% | -2.56% | 5.40% | -1.89% | 5.66% | 2.90% | -0.92% | 4.52% |
ABALXDividend History
American Funds American Balanced Fund Class A granted a 4.81% dividend yield in the last twelve months. The annual payout for that period amounted to $1.44 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.44 | $1.44 | $1.31 | $1.14 | $1.54 | $1.46 | $1.04 | $1.42 | $2.00 | $0.38 | $0.38 | $0.40 | $0.36 |
Dividend yield | 4.81% | 4.37% | 4.62% | 4.44% | 7.13% | 6.59% | 5.45% | 8.06% | 11.57% | 2.39% | 2.91% | 3.50% | 3.27% |
ABALXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
ABALXWorst Drawdowns
The table below shows the maximum drawdowns of the American Funds American Balanced Fund Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the American Funds American Balanced Fund Class A is 22.34%, recorded on Mar 23, 2020. It took 94 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.34% | Feb 20, 2020 | 23 | Mar 23, 2020 | 94 | Aug 5, 2020 | 117 |
| -18.76% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -11.67% | Jul 8, 2011 | 61 | Oct 3, 2011 | 73 | Jan 18, 2012 | 134 |
| -10.51% | Sep 24, 2018 | 64 | Dec 24, 2018 | 56 | Mar 18, 2019 | 120 |
| -9.32% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -7.9% | May 22, 2015 | 66 | Aug 25, 2015 | 45 | Oct 28, 2015 | 111 |
| -7.43% | Dec 2, 2015 | 49 | Feb 11, 2016 | 34 | Apr 1, 2016 | 83 |
| -6.5% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -6.46% | Apr 3, 2012 | 43 | Jun 4, 2012 | 37 | Jul 27, 2012 | 80 |
| -5.32% | Dec 23, 2014 | 2 | Dec 24, 2014 | 1 | Dec 26, 2014 | 3 |
ABALXVolatility Chart
Current American Funds American Balanced Fund Class A volatility is 12.09%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.