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American Funds Moderate Growth and Income Portfolio Class A (BLPAX)

Mutual Fund · Currency in USD · Last updated Mar 24, 2023

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.


100.00%120.00%140.00%160.00%180.00%200.00%220.00%NovemberDecember2023FebruaryMarch
124.91%
202.98%
BLPAX (American Funds Moderate Growth and Income Portfolio Class A)
Benchmark (^GSPC)

S&P 500

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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.


PeriodReturnBenchmark
1 month-1.92%-3.20%
Year-To-Date1.26%2.84%
6 months5.37%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


JanFebMarAprMayJunJulAugSepOctNovDec
20234.50%-3.10%
2022-7.22%4.94%6.28%-2.57%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds Moderate Growth and Income Portfolio Class A Sharpe ratio is -0.55. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.55
-0.54
BLPAX (American Funds Moderate Growth and Income Portfolio Class A)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-12.56%
-17.68%
BLPAX (American Funds Moderate Growth and Income Portfolio Class A)
Benchmark (^GSPC)

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, 202023Mar 23, 202084Jul 22, 2020107
-20.65%Jan 5, 2022196Oct 14, 2022
-12.18%Jan 29, 2018229Dec 24, 201870Apr 5, 2019299
-10%Apr 27, 2015202Feb 11, 201679Jun 6, 2016281
-5.72%May 22, 201323Jun 24, 201328Aug 2, 201351
-5.17%Sep 3, 202041Oct 30, 20206Nov 9, 202047
-4.95%Sep 4, 201431Oct 16, 201418Nov 11, 201449
-4.04%Jun 24, 20162Jun 27, 20168Jul 8, 201610
-3.76%Jan 23, 20148Feb 3, 201414Feb 24, 201422
-3.73%Oct 18, 201219Nov 15, 201217Dec 11, 201236

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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
8.91%
19.59%
BLPAX (American Funds Moderate Growth and Income Portfolio Class A)
Benchmark (^GSPC)