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American Funds Moderate Growth and Income Portfoli...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02630Y2651

CUSIP

02630Y265

Inception Date

May 18, 2012

Region

Global (Broad)

Min. Investment

$250

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

BLPAX has an expense ratio of 0.66%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

American Funds Moderate Growth and Income Portfolio Class A (BLPAX) returned 4.68% year-to-date (YTD) and 8.43% over the past 12 months. Over the past 10 years, BLPAX returned 5.13% annually, underperforming the S&P 500 benchmark at 10.86%.


BLPAX

YTD

4.68%

1M

7.23%

6M

3.04%

1Y

8.43%

3Y*

7.51%

5Y*

7.17%

10Y*

5.13%

^GSPC (Benchmark)

YTD

1.39%

1M

12.89%

6M

1.19%

1Y

12.45%

3Y*

15.19%

5Y*

14.95%

10Y*

10.86%

*Annualized

Monthly Returns

The table below presents the monthly returns of BLPAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.99%0.22%-2.45%0.22%3.74%4.68%
20240.18%2.32%2.67%-3.18%2.99%1.47%2.37%2.09%1.66%-1.81%2.39%-3.44%9.81%
20234.50%-3.10%2.20%1.28%-1.33%3.49%2.18%-1.83%-3.63%-1.88%6.93%4.83%13.82%
2022-3.72%-1.90%0.59%-5.92%1.33%-6.52%4.43%-3.07%-7.22%4.94%6.28%-6.19%-16.81%
2021-0.47%1.47%2.25%3.01%1.54%0.43%0.87%1.61%-2.96%3.61%-1.64%0.01%9.97%
2020-0.39%-4.27%-8.50%7.48%3.37%1.57%3.69%3.30%-1.97%-1.95%8.29%2.24%12.23%
20195.04%1.69%1.79%1.91%-3.42%4.61%0.13%-0.53%0.76%1.80%1.97%0.55%17.26%
20183.65%-2.93%-0.97%0.41%0.47%0.01%1.89%-0.07%0.23%-4.92%1.47%-6.08%-7.04%
20172.13%1.86%0.95%1.38%1.86%0.20%2.11%0.21%1.27%1.36%1.14%-0.86%14.46%
2016-2.95%-0.48%4.91%1.15%0.23%0.83%2.49%-0.07%0.32%-1.40%-0.07%-0.96%3.85%
2015-0.30%3.10%-0.93%1.41%0.07%-1.88%1.57%-4.20%-1.68%5.18%-0.15%-3.29%-1.46%
2014-1.97%3.53%0.03%0.62%1.78%0.93%-1.43%2.45%-1.36%1.29%1.73%-0.41%7.28%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BLPAX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BLPAX is 6969
Overall Rank
The Sharpe Ratio Rank of BLPAX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of BLPAX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of BLPAX is 6565
Omega Ratio Rank
The Calmar Ratio Rank of BLPAX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BLPAX is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds Moderate Growth and Income Portfolio Class A Sharpe ratios as of May 20, 2025 (values are recalculated daily):

  • 1-Year: 0.75
  • 5-Year: 0.65
  • 10-Year: 0.46
  • All Time: 0.67

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds Moderate Growth and Income Portfolio Class A compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Funds Moderate Growth and Income Portfolio Class A provided a 2.15% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.


1.50%2.00%2.50%3.00%$0.00$0.10$0.20$0.30$0.4020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.41$0.40$0.38$0.32$0.27$0.30$0.29$0.28$0.23$0.22$0.20$0.38

Dividend yield

2.15%2.22%2.25%2.14%1.43%1.75%1.89%2.08%1.52%1.65%1.56%2.86%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Moderate Growth and Income Portfolio Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.05$0.00$0.00$0.05
2024$0.00$0.00$0.05$0.00$0.00$0.09$0.00$0.00$0.08$0.00$0.00$0.19$0.40
2023$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.00$0.18$0.38
2022$0.00$0.00$0.05$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.13$0.32
2021$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.10$0.27
2020$0.00$0.00$0.04$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.14$0.30
2019$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.13$0.29
2018$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.07$0.00$0.00$0.12$0.28
2017$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.09$0.23
2016$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.10$0.22
2015$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.00$0.09$0.20
2014$0.04$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.24$0.38

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 Moderate Growth and Income Portfolio 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 Moderate Growth and Income Portfolio Class A was 23.27%, occurring on Oct 14, 2022. Recovery took 438 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-23.27%Dec 29, 2021201Oct 14, 2022438Jul 16, 2024639
-23.21%Feb 20, 202023Mar 23, 202084Jul 22, 2020107
-12.46%Jan 29, 2018235Jan 3, 2019125Jul 3, 2019360
-11.86%Apr 27, 2015202Feb 11, 2016117Jul 29, 2016319
-10.35%Feb 20, 202534Apr 8, 202528May 19, 202562

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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