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BLPDX: AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-3 (MUTUAL FUND)
Basic Info 20.94 0.41(1.92%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 02/03/2017 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 6.73% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 5.6 | 17.1 | 14.6 | 7.5 | 9.5 | 17.4 | 11.6 | 14.1 | -13.3 | 14.2 | 13.5 | 19.9 | -4.3 | 14.2 |
| Sharpe Ratio | NA | 1.05 | 1.66 | 1.2 | 0.48 | 0.7 | 1.37 | 0.97 | 1.25 | -1.01 | 1.71 | 0.66 | 2.58 | -0.59 | 3.63 |
| Draw Down(%) | NA | 7.1 | 7.1 | 10.3 | 20.5 | 23.1 | 10.3 | 4.2 | 7.9 | 20.5 | 3.5 | 23.1 | 3.6 | 11.9 | 1.3 |
| Standard Deviation(%) | NA | 10.4 | 8.7 | 9.4 | 10.4 | 11.1 | 10.7 | 8.3 | 8.4 | 14.6 | 8.3 | 20.1 | 7.1 | 9.6 | 4.2 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.19 | 0.09 | 0.14 | 0.27 | 0.13 | 0.18 | -0.26 | 0.24 | 0.23 | 0.34 | -0.1 | 0.34 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 |
| Beta | NA | 0.7 | 0.65 | 0.59 | 0.57 | 0.56 | 0.54 | 0.6 | 0.57 | 0.57 | 0.58 | 0.56 | 0.54 | 0.55 | 0.45 |
| RSquared | NA | 0.91 | 0.89 | 0.89 | 0.91 | 0.92 | 0.92 | 0.88 | 0.85 | 0.94 | 0.93 | 0.96 | 0.92 | 0.93 | 0.57 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | 7.0 | 4.2 | 2.9 | 5.2 | 5.8 | 3.1 | 4.8 | 4.6 | 4.2 |
| Dividend Growth(%) | N/A | -95.0 | N/A | N/A | N/A | N/A | 80.4 | 62.1 | -54.6 | -2.2 | 100.7 | -24.2 | -5.7 | 21.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/2017
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