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BLPAX: AMERICAN FUNDS BALANCED PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 20.92 0.41(1.92%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 6.42% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 5.5 | 16.7 | 14.2 | 5.6 | 7.9 | 8.4 | 17.0 | 11.3 | 13.8 | -16.8 | 10.0 | 12.2 | 19.5 | -4.6 | 16.7 | 3.5 | 0.6 | 6.6 | 18.1 | 10.0 |
| Sharpe Ratio | NA | 1.02 | 1.62 | 1.16 | 0.29 | 0.56 | 0.7 | 1.33 | 0.93 | 1.22 | -1.2 | 1.11 | 0.59 | 2.54 | -0.62 | 3.94 | 0.37 | 0.06 | 0.95 | 2.43 | 2.06 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.4 | 23.3 | 23.3 | 23.3 | 10.4 | 4.3 | 8.0 | 20.6 | 3.6 | 23.2 | 3.6 | 12.2 | 1.4 | 6.6 | 8.2 | 5.0 | 5.7 | 3.7 |
| Standard Deviation(%) | NA | 10.5 | 8.7 | 9.4 | 10.7 | 11.1 | 10.3 | 10.7 | 8.3 | 8.4 | 15.3 | 9.0 | 20.2 | 7.1 | 9.6 | 4.1 | 8.9 | 9.0 | 7.0 | 7.4 | 8.4 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.12 | 0.03 | 0.07 | 0.08 | 0.16 | 0.08 | 0.11 | -0.2 | 0.11 | 0.12 | 0.19 | -0.06 | 0.2 | 0.03 | 0.01 | 0.07 | 0.17 | 0.16 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 1.06 | 1.01 | 0.93 | 0.92 | 0.94 | 0.95 | 0.89 | 0.94 | 0.89 | 0.9 | 0.92 | 0.96 | 0.97 | 0.94 | 0.82 | 1.06 | 1.01 | 1.01 | 1.05 | 1.06 |
| RSquared | NA | 0.93 | 0.89 | 0.92 | 0.89 | 0.91 | 0.92 | 0.93 | 0.92 | 0.92 | 0.9 | 0.72 | 0.97 | 0.93 | 0.92 | 0.64 | 0.88 | 0.94 | 0.94 | 0.93 | 0.94 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 6.7 | 3.9 | 2.6 | 1.7 | 1.6 | 1.9 | 4.4 | 4.2 | 3.9 | 1.4 | 3.6 | 2.4 | 1.9 | 1.4 |
| Dividend Growth(%) | N/A | -95.8 | N/A | N/A | N/A | N/A | N/A | 86.9 | 68.1 | 19.1 | 22.3 | -11.4 | -49.7 | -5.9 | 22.6 | 198.0 | -63.5 | 58.5 | 39.7 | 50.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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