New Zealand markets open in 3 hours 21 minutes

American Funds American Balanced F3 (AFMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
36.29+0.14 (+0.39%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up4
Number of years down2
Best 1-yr total return (3 Oct 2024)19.56%
Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years
AFMBXCategory average
5 years
AFMBXCategory average
10 years
AFMBXCategory average
Alpha
3.45-0.01
2.69-0.01
2.3-0
BETA
0.940.01
0.930.01
0.950.01
Mean annual return
0.650.01
0.830.01
0.740.01
R-squared
95.10.93
95.740.92
94.710.92
Standard deviation
12.110.13
11.730.1
9.70.09
Sharpe ratio
0.330.01
0.640.01
0.730.01
Treynor ratio
3.590.09
7.720.09
7.330.07