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American Funds American Balanced C (BALCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
36.33+0.42 (+1.17%)
As of 08:05AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.93%
5-Year Average Return8.17%
Number of Years Up18
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)20.72%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return20.72%
Worst 3-Yr Total Return3.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBALCXCategory
YTD12.62%9.69%
1-Month-1.17%0.91%
3-Month2.13%5.21%
1-Year25.51%27.06%
3-Year4.45%11.00%
5-Year7.89%10.26%
10-Year7.34%8.34%
Last Bull Market18.11%15.58%
Last Bear Market-10.07%-12.16%

Annual Total Return (%) History

Year
BALCXCategory
2024
N/AN/A
2023
13.12%N/A
2022
-12.75%N/A
2021
14.89%N/A
2020
10.05%11.72%
2019
18.27%19.23%
2018
-3.45%-5.76%
2017
14.58%13.21%
2016
7.70%7.34%
2015
0.93%-1.93%
2014
8.03%6.21%
2013
20.72%16.48%
2012
13.30%11.72%
2011
3.01%-0.11%
2010
12.11%11.83%
2009
20.16%24.13%
2008
-26.33%-28.00%
2007
5.73%5.99%
2006
10.90%11.29%
2005
2.31%5.13%
2004
8.02%8.86%
2003
21.84%20.35%
2002
-7.08%-12.02%
2001
N/A-5.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.99%2.23%5.18%N/A
20232.58%3.75%-3.07%9.65%
2022-4.21%-10.07%-6.09%7.85%
20213.55%5.21%-0.78%6.28%
2020-11.80%11.72%3.93%7.46%
20197.68%2.62%1.24%5.71%
2018-1.42%1.93%3.07%-6.77%
20174.05%2.13%3.37%4.30%
20161.54%2.91%1.48%1.56%
20150.54%-0.53%-3.76%4.86%
20141.34%3.12%0.41%2.96%
20136.62%1.99%3.60%7.17%
20128.47%-1.13%4.48%1.11%
20114.39%0.40%-8.71%7.65%
20104.02%-7.07%9.09%6.32%
2009-7.09%11.50%10.90%4.60%
2008-6.11%-2.90%-5.33%-14.65%
20070.51%4.83%2.58%-2.18%
20062.62%-0.81%4.30%4.47%
2005-1.57%1.47%0.71%1.70%
20042.30%0.32%-0.48%5.76%
2003-2.63%12.50%2.23%8.80%
20023.21%-5.77%-11.68%8.18%
20014.51%-4.83%6.79%N/A

Rank In Category (By Total Return)

YTD21
1-Month27
3-Month31
1-Year23
3-Year22
5-Year36

Load Adjusted Returns

1-Year24.51%
3-Year4.45%
5-Year7.89%
10-Year7.34%