Nasdaq - Delayed Quote
USD
American Funds American Balanced A (ABALX)
40.19
-0.31
(-0.77%)
At close: 8:08:16 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.93% |
|---|---|
| 5y Average Return | 8.82% |
| Number of Years Up | 45 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 29, 2026) | 21.73% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 21.73% |
| Worst 3Y Total Return | 4.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ABALX
Category
- YTD
- 6.91%
- 9.69%
- 1-Month
- -2.47%
- 0.91%
- 3-Month
- -2.88%
- 5.21%
- 1-Year
- 11.02%
- 27.06%
- 3-Year
- 16.96%
- 11.00%
- 5-Year
- 9.21%
- 10.26%
- 10-Year
- 9.82%
- 8.34%
- Last Bull Market
- 24.15%
- 15.58%
- Last Bear Market
- -9.90%
- -12.16%
Annual Total Return (%) History
Year
ABALX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.13% | 11.34% | -2.88% | -- |
|
2025
|
-0.23% | 8.36% | 5.53% | 3.84% |
|
2024
|
6.16% | 2.43% | 5.36% | 0.33% |
|
2023
|
2.79% | 3.94% | -2.89% | 9.88% |
|
2022
|
-4.02% | -9.90% | -5.91% | 8.03% |
|
2021
|
3.74% | 5.44% | -0.59% | 6.46% |
|
2020
|
-11.63% | 11.92% | 4.13% | 7.64% |
|
2019
|
7.92% | 2.80% | 1.46% | 5.90% |
|
2018
|
-1.22% | 2.12% | 3.28% | -6.61% |
|
2017
|
4.23% | 2.32% | 3.59% | 4.52% |
Rank in Category (By Total Return)
| YTD | 27 |
| 1-Month | 71 |
|---|---|
| 3-Month | 92 |
| 1-Year | 16 |
| 3-Year | 7 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 4.64% |
| 3-Year | 14.67% |
|---|---|
| 5-Year | 7.92% |
| 10-Year | 9.17% |
Performance & Risk
| YTD Return | 8.93% |
| 5y Average Return | 8.82% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Capital Group |
| Net Assets | 276.87B |
| YTD Return | 6.91% |
| Yield | 1.86% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
