American Funds Moderate Growth and Income Portfolio Class A (BLPAX)
The American Funds Moderate Growth and Income Portfolio (BLPAX) is a mutual fund managed by American Funds, a leading provider of investment products and services. The fund is designed for investors who are looking to achieve a balance between the potential for growth and risk management.
The portfolio is composed of a mix of global stocks and bonds, which helps diversify the holdings and reduce the impact of volatility on the fund's overall performance. By offering exposure to various assets, the fund aims to provide investors with the opportunity to pursue their future financial goals while also helping to manage risk.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in American Funds Moderate Growth and Income Portfolio Class A in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $22,491 for a total return of roughly 124.91%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
American Funds Moderate Growth and Income Portfolio Class A had a return of 1.26% year-to-date (YTD) and -7.73% in the last 12 months. Over the past 10 years, American Funds Moderate Growth and Income Portfolio Class A had an annualized return of 6.83%, while the S&P 500 had an annualized return of 9.76%, indicating that American Funds Moderate Growth and Income Portfolio Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.92% | -3.20% |
| Year-To-Date | 1.26% | 2.84% |
| 6 months | 5.37% | 4.19% |
| 1 year | -7.73% | -12.48% |
| 5 years (annualized) | 5.51% | 8.83% |
| 10 years (annualized) | 6.83% | 9.76% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.50% | -3.10% | ||||||||||
| 2022 | -7.22% | 4.94% | 6.28% | -2.57% |
Dividend History
American Funds Moderate Growth and Income Portfolio Class A granted a 5.93% dividend yield in the last twelve months. The annual payout for that period amounted to $0.91 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.91 | $0.91 | $0.92 | $0.44 | $0.59 | $0.63 | $0.52 | $0.48 | $0.47 | $0.38 | $0.21 | $0.14 |
Dividend yield | 5.93% | 6.01% | 5.27% | 2.86% | 4.38% | 5.57% | 4.33% | 4.71% | 4.92% | 3.96% | 2.39% | 1.87% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.71 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.75 |
| 2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.28 |
| 2019 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.43 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.47 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.38 |
| 2016 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.37 |
| 2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.37 |
| 2014 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.24 |
| 2013 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 |
| 2012 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.08 |
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 Moderate Growth and Income Portfolio 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 Moderate Growth and Income Portfolio Class A is 23.21%, recorded on Mar 23, 2020. It took 84 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.21% | Feb 20, 2020 | 23 | Mar 23, 2020 | 84 | Jul 22, 2020 | 107 |
| -20.65% | Jan 5, 2022 | 196 | Oct 14, 2022 | — | — | — |
| -12.18% | Jan 29, 2018 | 229 | Dec 24, 2018 | 70 | Apr 5, 2019 | 299 |
| -10% | Apr 27, 2015 | 202 | Feb 11, 2016 | 79 | Jun 6, 2016 | 281 |
| -5.72% | May 22, 2013 | 23 | Jun 24, 2013 | 28 | Aug 2, 2013 | 51 |
| -5.17% | Sep 3, 2020 | 41 | Oct 30, 2020 | 6 | Nov 9, 2020 | 47 |
| -4.95% | Sep 4, 2014 | 31 | Oct 16, 2014 | 18 | Nov 11, 2014 | 49 |
| -4.04% | Jun 24, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -3.76% | Jan 23, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -3.73% | Oct 18, 2012 | 19 | Nov 15, 2012 | 17 | Dec 11, 2012 | 36 |
Volatility Chart
Current American Funds Moderate Growth and Income Portfolio Class A volatility is 8.91%. 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.