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American Funds American Balanced 529E (CLBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.56+0.02 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.87%
5-year average return8.33%
Number of years up18
Number of years down3
Best 1-yr total return (24 Jun 2024)21.31%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return21.31%
Worst 3-yr total return3.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLBEXCategory
YTD5.64%9.69%
1-month2.94%0.91%
3-month2.31%5.21%
1-year16.32%27.06%
3-year3.82%11.00%
5-year8.53%10.26%
10-year7.45%8.34%
Last bull market18.32%15.58%
Last bear market-9.94%-12.16%

Annual total return (%) history

Year
CLBEXCategory
2024
N/AN/A
2023
13.69%N/A
2022
-12.35%N/A
2021
15.45%N/A
2020
10.58%11.72%
2019
18.86%19.23%
2018
-3.02%-5.76%
2017
15.11%13.21%
2016
8.24%7.34%
2015
1.38%-1.93%
2014
8.50%6.21%
2013
21.31%16.48%
2012
13.84%11.72%
2011
3.47%-0.11%
2010
12.59%11.83%
2009
20.71%24.13%
2008
-25.98%-28.00%
2007
6.18%5.99%
2006
11.44%11.29%
2005
2.73%5.13%
2004
8.44%8.86%
2003
22.37%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.08%N/AN/AN/A
20232.73%3.85%-2.94%9.80%
2022-4.13%-9.94%-5.99%7.97%
20213.69%5.35%-0.66%6.41%
2020-11.70%11.84%4.07%7.59%
20197.81%2.76%1.36%5.85%
2018-1.30%2.05%3.17%-6.67%
20174.12%2.28%3.48%4.45%
20161.65%3.01%1.63%1.72%
20150.65%-0.46%-3.60%4.96%
20141.41%3.23%0.52%3.11%
20136.72%2.10%3.75%7.31%
20128.58%-1.01%4.63%1.22%
20114.50%0.51%-8.63%7.82%
20104.06%-6.89%9.18%6.42%
2009-6.96%11.57%11.06%4.70%
2008-5.99%-2.84%-5.21%-14.51%
20070.62%4.93%2.69%-2.06%
20062.72%-0.69%4.40%4.63%
2005-1.47%1.57%0.82%1.81%
20042.40%0.42%-0.37%5.85%
2003-2.45%12.59%2.27%8.95%
2002-5.63%-11.62%8.28%N/A

Rank in category (by total return)

YTD33
1-month64
3-month52
1-year31
3-year24
5-year30

Load adjusted returns

1-year16.32%
3-year3.82%
5-year8.53%
10-year7.45%