American Funds American Balanced F1 (BALFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return2.70%
5-year average return7.36%
Number of years up18
Number of years down4
Best 1-yr total return (29 Apr 2024)21.70%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return21.70%
Worst 3-yr total return4.04%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnBALFXCategory
YTD6.16%9.69%
1-month2.75%0.91%
3-month6.16%5.21%
1-year17.70%27.06%
3-year5.83%11.00%
5-year8.51%10.26%
10-year7.97%8.34%
Last bull market22.99%15.58%
Last bear market-9.90%-12.16%
Annual total return (%) history
YearBALFXCategory
2024N/AN/A
202313.96%N/A
2022-12.17%N/A
202115.70%N/A
202010.82%11.72%
201919.10%19.23%
2018-2.78%-5.76%
201715.39%13.21%
20168.51%7.34%
20151.67%-1.93%
20148.80%6.21%
201321.70%16.48%
201214.13%11.72%
20113.87%-0.11%
201012.95%11.83%
200921.13%24.13%
2008-25.73%-28.00%
20076.61%5.99%
200611.83%11.29%
20053.10%5.13%
20048.88%8.86%
200322.79%20.35%
2002-6.29%-12.02%
2001N/A-5.05%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20246.16%N/AN/AN/A
20232.79%3.93%-2.88%9.84%
2022-4.04%-9.90%-5.96%8.02%
20213.73%5.42%-0.61%6.45%
2020-11.62%11.87%4.13%7.64%
20197.86%2.82%1.41%5.90%
2018-1.24%2.10%3.23%-6.60%
20174.21%2.30%3.58%4.50%
20161.71%3.11%1.69%1.73%
20150.72%-0.34%-3.57%5.03%
20141.49%3.29%0.63%3.14%
20136.83%2.19%3.82%7.38%
20128.65%-0.92%4.71%1.25%
20114.58%0.60%-8.49%7.90%
20104.14%-6.79%9.26%6.50%
2009-6.93%11.75%11.15%4.79%
2008-5.95%-2.75%-5.12%-14.41%
20070.70%5.02%2.83%-1.97%
20062.81%-0.60%4.49%4.72%
2005-1.38%1.66%0.91%1.90%
20042.48%0.51%-0.28%6.00%
2003-2.44%12.76%2.36%9.04%
20023.45%-5.58%-11.54%8.44%
20014.71%-4.68%6.98%N/A
Rank in category (by total return)
YTD27
1-month26
3-month27
1-year22
3-year18
5-year26
Load adjusted returns
1-year17.70%
3-year5.83%
5-year8.51%
10-year7.97%
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