AMBFX - American Funds American Balanced F2

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return rating★★★★★
Year-to-date return5.18%
5-year average return8.23%
Number of years up9
Number of years down1
Best 1-yr total return (3 Feb 2019)21.99%
Worst 1-yr total return (3 Feb 2019)-2.52%
Best 3-yr total return21.99%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

ReturnAMBFXCategory
YTD12.73%12.29%
1-month0.93%-0.64%
3-month1.52%4.24%
1-year5.32%2.48%
3-year8.98%6.82%
5-year7.79%4.94%
10-year10.25%8.07%
Last bull market17.66%15.46%
Last bear market-9.92%-12.13%

Annual total return (%) history

Year
AMBFXCategory
2019
N/AN/A
2018
-2.52%-5.76%
2017
15.69%13.21%
2016
8.80%7.34%
2015
1.92%-1.93%
2014
9.08%6.21%
2013
21.99%16.48%
2012
14.40%11.72%
2011
4.11%-0.11%
2010
13.21%11.83%
2009
21.41%24.13%
2008
N/A-28.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20197.97%2.85%1.52%N/A
2018-1.18%2.20%3.30%-6.57%
20174.28%2.40%3.61%4.57%
20161.82%3.14%1.77%1.80%
20150.83%-0.33%-3.50%5.10%
20141.54%3.40%0.66%3.20%
20136.89%2.24%3.89%7.44%
20128.71%-0.87%4.78%1.32%
20114.64%0.66%-8.49%8.02%
20104.20%-6.74%9.32%6.56%
2009-6.88%11.73%11.28%4.86%
2008-14.36%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month56
3-month24
1-year26
3-year14
5-year8

Load adjusted returns

1-year5.32%
3-year8.98%
5-year7.79%
10-year10.25%