AFMBX vs. ^GSPC

In the year-to-date period, AFMBX achieves a 3.53% return, which is significantly higher than ^GSPC's 0.51% return.

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This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class F-3 (AFMBX) and S&P 500 (^GSPC). 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.

The current AFMBX Sharpe Ratio is 0.63, which is comparable to the ^GSPC Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AFMBX and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum AFMBX drawdown since its inception was -22.34%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for AFMBX and ^GSPC.

The current volatility for American Funds American Balanced Fund Class F-3 (AFMBX) is 2.71%, while S&P 500 (^GSPC) has a volatility of 4.77%. This indicates that AFMBX experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.