American Funds American Balanced Fund Class C (BALCX)
Fund Info
| ISIN | US0240713000 |
|---|---|
| CUSIP | 024071300 |
| Issuer | American Funds |
| Inception Date | Jul 26, 1975 |
| Category | Diversified Portfolio |
| Expense Ratio | 1.31% |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Multi-Asset |
Trading Data
| Previous Close | $29.83 |
|---|---|
| Year Range | $27.79 - $32.97 |
| EMA (50) | $29.21 |
| EMA (200) | $30.38 |
BALCXShare Price Chart
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BALCXPerformance
The chart shows the growth of $10,000 invested in American Funds American Balanced Fund Class C in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $27,684 for a total return of roughly 176.84%. All prices are adjusted for splits and dividends.
BALCXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 4.37% | 7.97% |
| 6M | -5.95% | -6.88% |
| YTD | -9.41% | -11.66% |
| 1Y | -5.59% | -5.01% |
| 5Y | 6.87% | 11.56% |
| 10Y | 8.26% | 11.62% |
BALCXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.40% | -1.56% | 0.73% | -5.57% | 1.53% | -6.22% | 4.44% | 0.71% | ||||
| 2021 | -0.73% | 1.44% | 2.83% | 2.87% | 1.76% | 0.51% | 1.11% | 1.37% | -3.20% | 3.67% | -1.02% | 3.56% |
| 2020 | -0.25% | -3.83% | -8.08% | 7.79% | 2.64% | 0.98% | 3.33% | 2.31% | -1.69% | -1.85% | 6.89% | 2.44% |
| 2019 | 4.69% | 1.31% | 1.53% | 1.99% | -3.58% | 4.35% | 0.59% | -0.18% | 0.84% | 1.60% | 2.04% | 1.96% |
| 2018 | 3.15% | -3.34% | -1.13% | 0.26% | 1.09% | 0.57% | 2.08% | 0.80% | 0.17% | -4.14% | 1.84% | -4.50% |
| 2017 | 1.74% | 2.07% | 0.19% | 0.90% | 1.32% | -0.10% | 1.81% | 0.45% | 1.08% | 1.56% | 1.36% | 1.29% |
| 2016 | -2.57% | -0.04% | 4.27% | 1.17% | 0.41% | 1.30% | 1.59% | -0.08% | -0.03% | -0.93% | 1.46% | 1.02% |
| 2015 | -1.42% | 3.54% | -1.29% | 1.02% | 0.28% | -1.80% | 1.80% | -4.42% | -1.09% | 5.79% | 0.24% | -1.13% |
| 2014 | -2.35% | 2.99% | 0.95% | 0.41% | 1.58% | 1.10% | -1.62% | 3.18% | -1.08% | 1.38% | 1.99% | 0.05% |
| 2013 | 3.50% | 0.67% | 2.33% | 2.13% | 1.50% | -1.61% | 3.09% | -2.60% | 3.17% | 3.43% | 2.09% | 1.49% |
| 2012 | 3.59% | 2.82% | 1.84% | 0.10% | -4.53% | 3.46% | 1.45% | 1.22% | 1.74% | -0.50% | 0.75% | 0.86% |
| 2011 | 1.90% | 2.31% | 0.13% | 2.10% | -0.63% | -1.04% | -0.70% | -3.25% | -4.98% | 7.46% | -0.50% | 0.68% |
| 2010 | -2.33% | 1.63% | 3.57% | 1.08% | -5.56% | -2.65% | 5.36% | -1.96% | 5.61% | 2.79% | -0.98% | 4.46% |
BALCXDividend History
American Funds American Balanced Fund Class C granted a 4.01% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.20 | $1.20 | $1.10 | $0.93 | $1.32 | $1.25 | $0.86 | $1.18 | $1.70 | $0.20 | $0.22 | $0.25 | $0.22 |
Dividend yield | 4.01% | 3.63% | 3.85% | 3.59% | 6.01% | 5.48% | 4.31% | 6.39% | 9.32% | 1.19% | 1.59% | 2.05% | 1.87% |
BALCXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
BALCXWorst Drawdowns
The table below shows the maximum drawdowns of the American Funds American Balanced Fund Class C. 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 C is 22.38%, recorded on Mar 23, 2020. It took 96 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.38% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 7, 2020 | 119 |
| -15.7% | Jan 5, 2022 | 114 | Jun 17, 2022 | — | — | — |
| -11.87% | May 3, 2011 | 107 | Oct 3, 2011 | 74 | Jan 19, 2012 | 181 |
| -10.75% | Jan 29, 2018 | 229 | Dec 24, 2018 | 59 | Mar 21, 2019 | 288 |
| -9.44% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -8.13% | May 22, 2015 | 66 | Aug 25, 2015 | 49 | Nov 3, 2015 | 115 |
| -7.59% | Dec 2, 2015 | 49 | Feb 11, 2016 | 41 | Apr 12, 2016 | 90 |
| -6.59% | Apr 3, 2012 | 43 | Jun 4, 2012 | 42 | Aug 3, 2012 | 85 |
| -5.35% | Dec 8, 2014 | 13 | Dec 24, 2014 | 1 | Dec 26, 2014 | 14 |
| -5.27% | May 22, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
BALCXVolatility Chart
Current American Funds American Balanced Fund Class C volatility is 9.74%. 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.