American Funds American Balanced Fund Class C (BALCX)
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in American Funds American Balanced Fund Class C in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,108 for a total return of roughly 291.08%. All prices are adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: BALCX vs. AOM
Return
American Funds American Balanced Fund Class C had a return of 0.23% year-to-date (YTD) and -8.40% in the last 12 months. Over the past 10 years, American Funds American Balanced Fund Class C had an annualized return of 6.92%, while the S&P 500 had an annualized return of 9.73%, indicating that American Funds American Balanced Fund Class C did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -2.17% | -3.48% |
| Year-To-Date | 0.23% | 2.54% |
| 6 months | 2.62% | 2.10% |
| 1 year | -8.40% | -11.75% |
| 5 years (annualized) | 5.16% | 8.30% |
| 10 years (annualized) | 6.92% | 9.73% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.96% | -3.34% | ||||||||||
| 2022 | -7.17% | 5.15% | 5.51% | -2.78% |
Dividend History
American Funds American Balanced Fund Class C granted a 1.69% dividend yield in the last twelve months. The annual payout for that period amounted to $0.48 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.44 | $1.20 | $1.10 | $0.93 | $1.32 | $1.25 | $0.86 | $1.18 | $1.70 | $0.20 | $0.22 |
Dividend yield | 1.69% | 1.53% | 3.66% | 3.88% | 3.61% | 6.06% | 5.52% | 4.34% | 6.44% | 9.39% | 1.20% | 1.60% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds American Balanced Fund Class C. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.90 |
| 2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.81 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.70 |
| 2018 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.14 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $1.01 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.55 |
| 2015 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.89 |
| 2014 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.49 |
| 2013 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 |
| 2012 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.05 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst 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 40.25%, recorded on Mar 9, 2009. It took 484 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.25% | Oct 10, 2007 | 354 | Mar 9, 2009 | 484 | Feb 7, 2011 | 838 |
| -22.38% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 7, 2020 | 119 |
| -21.5% | Mar 20, 2002 | 142 | Oct 9, 2002 | 173 | Jun 16, 2003 | 315 |
| -19.22% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -11.87% | May 3, 2011 | 107 | Oct 3, 2011 | 74 | Jan 19, 2012 | 181 |
| -10.78% | Aug 27, 2001 | 15 | Sep 21, 2001 | 69 | Dec 28, 2001 | 84 |
| -10.75% | Jan 29, 2018 | 229 | Dec 24, 2018 | 59 | Mar 21, 2019 | 288 |
| -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 |
Volatility Chart
Current American Funds American Balanced Fund Class C volatility is 7.93%. 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.