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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

Risk overview

Morningstar risk rating★★

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

Risk statistics

3 years

CLBEXCategory average

5 years

CLBEXCategory average

10 years

CLBEXCategory average

Alpha

2.63-0.01

2.11-0.01

1.91-0

BETA

0.950.01

0.930.01

0.950.01

Mean annual return

0.370.01

0.740.01

0.640.01

R-squared

96.020.93

96.360.92

94.890.92

Standard deviation

12.170.13

11.80.1

9.740.09

Sharpe ratio

0.10.01

0.560.01

0.630.01

Treynor ratio

0.570.09

6.710.09

6.190.07