American Funds American Balanced Fund Class F-3 (AFMBX)
The American Balanced Fund (AFMBX) is a mutual fund that follows a balanced investment strategy, meaning it seeks growth and income. To do this, the fund invests in a mix of stocks and bonds to provide investors with a balance of potential capital appreciation and steady income.
The fund's equity portion typically consists of a mix of growth-oriented and dividend-paying stocks and may be invested in various sectors and industries. The fixed-income portion of the portfolio generally consists of investment-grade bonds, which are considered less risky than lower-rated bonds.
Fund Info
| ISIN | US0240717712 |
|---|---|
| CUSIP | 024071771 |
| Issuer | American Funds |
| Inception Date | Jul 26, 1975 |
| Category | Diversified Portfolio |
| Expense Ratio | 0.25% |
| Minimum Investment | $250 |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Trading Data
| Previous Close | $29.86 |
|---|---|
| Year Range | $26.58 - $31.88 |
| EMA (50) | $29.11 |
| EMA (200) | $29.32 |
AFMBXShare Price Chart
Loading data...
AFMBXPerformance
The chart shows the growth of $10,000 invested in American Funds American Balanced Fund Class F-3 in Jan 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,600 for a total return of roughly 56.00%. All prices are adjusted for splits and dividends.
AFMBXCompare to other instruments
AFMBXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| YTD | 3.86% | 6.02% |
| 1M | 3.79% | 6.30% |
| 6M | 1.78% | -0.05% |
| 1Y | -3.64% | -6.42% |
| 5Y | 5.75% | 7.22% |
| 10Y | 7.70% | 10.04% |
AFMBXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.32% | -1.45% | 0.81% | -5.50% | 1.62% | -6.11% | 4.52% | -3.08% | -7.08% | 5.23% | 5.64% | -2.71% |
| 2021 | -0.63% | 1.53% | 2.94% | 2.95% | 1.84% | 0.62% | 1.20% | 1.48% | -3.12% | 3.77% | -0.95% | 3.65% |
| 2020 | -0.14% | -3.80% | -7.96% | 7.86% | 2.70% | 1.12% | 3.42% | 2.40% | -1.59% | -1.80% | 6.99% | 2.52% |
| 2019 | 4.78% | 1.42% | 1.59% | 2.09% | -3.48% | 4.43% | 0.70% | -0.11% | 0.95% | 1.67% | 2.17% | 2.04% |
| 2018 | 3.24% | -3.28% | -1.01% | 0.34% | 1.19% | 0.64% | 2.17% | 0.90% | 0.25% | -4.08% | 1.94% | -4.42% |
| 2017 | -0.51% | 2.14% | 0.31% | 0.97% | 1.42% | -0.02% | 1.95% | 0.49% | 1.19% | 1.67% | 1.46% | 1.37% |
AFMBXDividend History
American Funds American Balanced Fund Class F-3 granted a 2.53% dividend yield in the last twelve months. The annual payout for that period amounted to $0.76 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.76 | $0.76 | $1.54 | $1.40 | $1.22 | $1.61 | $1.54 |
Dividend yield | 2.53% | 2.63% | 4.72% | 5.00% | 4.84% | 7.63% | 7.09% |
AFMBXMonthly Dividends
The table displays the monthly dividend distributions for American Funds American Balanced Fund Class F-3. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.99 |
| 2020 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.89 |
| 2019 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.78 |
| 2018 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.21 |
| 2017 | $0.12 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.08 |
AFMBXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
AFMBXWorst Drawdowns
The table below shows the maximum drawdowns of the American Funds American Balanced Fund Class F-3. 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 F-3 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 |
| -18.58% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -10.42% | Sep 24, 2018 | 64 | Dec 24, 2018 | 56 | Mar 18, 2019 | 120 |
| -6.5% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -4.65% | Sep 3, 2020 | 41 | Oct 30, 2020 | 6 | Nov 9, 2020 | 47 |
| -3.61% | Sep 3, 2021 | 19 | Sep 30, 2021 | 20 | Oct 28, 2021 | 39 |
| -3.48% | May 1, 2019 | 22 | May 31, 2019 | 12 | Jun 18, 2019 | 34 |
| -3.23% | Jul 25, 2019 | 8 | Aug 5, 2019 | 27 | Sep 12, 2019 | 35 |
| -2.85% | Nov 10, 2021 | 15 | Dec 1, 2021 | 15 | Dec 22, 2021 | 30 |
| -2.51% | Feb 17, 2021 | 12 | Mar 4, 2021 | 5 | Mar 11, 2021 | 17 |
AFMBXVolatility Chart
Current American Funds American Balanced Fund Class F-3 volatility is 7.51%. 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.