AFMBX vs. AOR
Compare and contrast key facts about American Funds American Balanced Fund Class F-3 (AFMBX) and iShares Core Growth Allocation ETF (AOR).
AFMBX is managed by American Funds. It was launched on Jul 26, 1975. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008.
Performance
AFMBX vs. AOR - Performance Comparison
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AFMBX vs. AOR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
AOR iShares Core Growth Allocation ETF | -1.02% | 16.44% | 10.68% | 15.75% | -15.64% | 11.19% | 11.42% | 18.91% | -5.82% | 11.12% |
Returns By Period
In the year-to-date period, AFMBX achieves a -2.79% return, which is significantly lower than AOR's -1.02% return.
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
AOR
- 1D
- 1.95%
- 1M
- -4.47%
- YTD
- -1.02%
- 6M
- 1.40%
- 1Y
- 14.76%
- 3Y*
- 11.65%
- 5Y*
- 5.99%
- 10Y*
- 7.74%
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AFMBX vs. AOR - Expense Ratio Comparison
Both AFMBX and AOR have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
AFMBX vs. AOR — Risk / Return Rank
AFMBX
AOR
AFMBX vs. AOR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) and iShares Core Growth Allocation ETF (AOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFMBX | AOR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 1.38 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.99 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.29 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.97 | +0.08 |
Martin ratioReturn relative to average drawdown | 8.76 | 8.58 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFMBX | AOR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 1.38 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.57 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.65 | +0.18 |
Correlation
The correlation between AFMBX and AOR is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AFMBX vs. AOR - Dividend Comparison
AFMBX's dividend yield for the trailing twelve months is around 8.86%, more than AOR's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
AOR iShares Core Growth Allocation ETF | 2.57% | 2.55% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% |
Drawdowns
AFMBX vs. AOR - Drawdown Comparison
The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for AFMBX and AOR.
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Drawdown Indicators
| AFMBX | AOR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -24.44% | +2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -7.62% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -18.58% | -21.72% | +3.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.95% | — |
Current DrawdownCurrent decline from peak | -6.98% | -4.82% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -3.50% | +0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.75% | -0.03% |
Volatility
AFMBX vs. AOR - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 3.26%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 4.35%. This indicates that AFMBX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFMBX | AOR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 4.35% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.74% | 6.49% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.10% | 10.73% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.42% | 10.49% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 10.64% | +0.52% |