Singapore markets open in 22 minutes

American Funds American Balanced A (ABALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
32.68-0.10 (-0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.81%
5-year average return7.65%
Number of years up43
Number of years down5
Best 1-yr total return (16 Apr 2024)21.73%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return21.73%
Worst 3-yr total return4.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABALXCategory
YTD6.16%9.69%
1-month2.76%0.91%
3-month6.16%5.21%
1-year17.74%27.06%
3-year5.88%11.00%
5-year8.56%10.26%
10-year8.04%8.34%
Last bull market23.06%15.58%
Last bear market-9.90%-12.16%

Annual total return (%) history

Year
ABALXCategory
2024
N/AN/A
2023
14.01%N/A
2022
-12.11%N/A
2021
15.76%N/A
2020
10.86%11.72%
2019
19.20%19.23%
2018
-2.70%-5.76%
2017
15.47%13.21%
2016
8.61%7.34%
2015
1.72%-1.93%
2014
8.85%6.21%
2013
21.73%16.48%
2012
14.19%11.72%
2011
3.82%-0.11%
2010
13.02%11.83%
2009
21.08%24.13%
2008
-25.73%-28.00%
2007
6.60%5.99%
2006
11.81%11.29%
2005
3.12%5.13%
2004
8.92%8.86%
2003
22.82%20.35%
2002
-6.27%-12.02%
2001
8.19%-5.05%
2000
15.86%1.82%
1999
3.47%10.71%
1998
11.13%13.52%
1997
21.04%19.63%
1996
13.17%13.70%
1995
27.13%25.63%
1994
0.34%-2.52%
1993
11.27%11.37%
1992
9.48%7.73%
1991
24.69%24.89%
1990
-1.57%-1.10%
1989
21.53%19.04%
1988
12.87%12.38%
1987
4.02%2.33%
1986
16.87%16.43%
1985
29.11%27.31%
1984
9.36%8.22%
1983
16.11%17.96%
1982
29.36%29.46%
1981
4.40%4.32%
1980
14.36%19.48%
1979
7.63%15.00%
1978
6.21%4.67%
1977
0.70%0.43%
1976
25.98%27.96%
1975
N/A29.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.16%N/AN/AN/A
20232.79%3.94%-2.89%9.88%
2022-4.02%-9.90%-5.91%8.03%
20213.74%5.44%-0.59%6.46%
2020-11.63%11.92%4.13%7.64%
20197.92%2.80%1.46%5.90%
2018-1.22%2.12%3.28%-6.61%
20174.23%2.32%3.59%4.52%
20161.77%3.09%1.71%1.79%
20150.77%-0.37%-3.55%5.04%
20141.49%3.35%0.61%3.14%
20136.84%2.19%3.83%7.39%
20128.71%-0.98%4.72%1.31%
20114.58%0.60%-8.53%7.89%
20104.20%-6.85%9.26%6.57%
2009-6.94%11.73%11.13%4.79%
2008-5.90%-2.75%-5.12%-14.46%
20070.75%5.02%2.77%-1.97%
20062.81%-0.55%4.49%4.66%
2005-1.37%1.67%0.92%1.89%
20042.48%0.58%-0.33%6.01%
2003-2.43%12.76%2.37%9.05%
20023.47%-5.57%-11.53%8.44%
20011.23%4.77%-4.65%6.99%
20000.69%2.30%3.36%8.81%
19991.20%7.63%-5.19%0.20%
19986.63%-0.43%-3.63%8.62%
19972.49%10.01%5.86%1.40%
19962.68%2.03%2.65%5.23%
19957.46%5.84%5.96%5.49%
1994-3.72%0.91%3.44%-0.17%
19934.18%2.32%2.99%1.35%
1992-0.51%3.50%4.09%2.14%
19919.80%1.52%5.12%6.42%
1990-1.90%2.47%-9.62%8.34%
19894.60%8.10%6.27%1.13%
19885.24%4.85%0.78%1.50%
198711.32%2.18%2.30%-10.61%
198611.58%3.07%-2.50%4.23%
19856.62%8.20%-1.89%14.07%
1984-1.83%-2.41%10.67%3.15%
19837.15%6.98%1.10%0.19%
19820.03%0.48%13.84%13.06%
19814.17%1.68%-7.31%6.34%
1980-6.01%12.83%2.34%5.37%
19794.37%2.43%4.90%-4.03%
1978-2.73%5.20%7.36%-3.32%
1977-4.68%4.47%-0.49%1.62%
197611.46%2.76%4.49%5.26%
19758.93%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month25
3-month27
1-year22
3-year17
5-year26

Load adjusted returns

1-year10.97%
3-year3.81%
5-year7.28%
10-year7.40%