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BLPEX: AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 20.97 0.41(1.92%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 6.62% |
| 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 | 17.0 | 14.5 | 5.9 | 8.3 | 8.8 | 17.2 | 11.5 | 14.0 | -16.6 | 10.2 | 12.4 | 19.8 | -4.4 | 16.9 | 5.8 | 0.8 | 6.8 | 18.5 | 10.1 |
| Sharpe Ratio | NA | 1.04 | 1.65 | 1.19 | 0.31 | 0.61 | 0.74 | 1.35 | 0.96 | 1.24 | -1.18 | 1.14 | 0.6 | 2.56 | -0.6 | 4.14 | 0.65 | 0.08 | 0.99 | 2.46 | 2.07 |
| Draw Down(%) | NA | 7.1 | 7.1 | 10.3 | 23.2 | 23.2 | 23.2 | 10.3 | 4.2 | 8.0 | 20.5 | 3.6 | 23.2 | 3.5 | 12.0 | 1.4 | 6.5 | 8.2 | 4.9 | 5.7 | 3.6 |
| Standard Deviation(%) | NA | 10.4 | 8.7 | 9.4 | 10.7 | 11.0 | 10.3 | 10.7 | 8.2 | 8.4 | 15.3 | 9.0 | 20.1 | 7.1 | 9.6 | 3.9 | 8.6 | 9.0 | 6.9 | 7.5 | 8.4 |
| Treynor Ratio | NA | 0.1 | 0.14 | 0.12 | 0.04 | 0.07 | 0.08 | 0.16 | 0.08 | 0.12 | -0.2 | 0.11 | 0.13 | 0.19 | -0.06 | 0.18 | 0.05 | 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 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 1.06 | 1.02 | 0.93 | 0.92 | 0.94 | 0.95 | 0.9 | 0.93 | 0.9 | 0.9 | 0.92 | 0.96 | 0.97 | 0.95 | 0.89 | 1.05 | 1.01 | 1.0 | 1.06 | 1.06 |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.9 | 0.92 | 0.92 | 0.94 | 0.93 | 0.93 | 0.9 | 0.72 | 0.97 | 0.93 | 0.92 | 0.81 | 0.91 | 0.94 | 0.94 | 0.93 | 0.93 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 6.9 | 4.1 | 2.8 | 1.9 | 1.8 | 2.1 | 4.7 | 4.5 | 4.1 | 3.6 | 3.8 | 2.6 | 2.1 | 1.5 |
| Dividend Growth(%) | N/A | -95.3 | N/A | N/A | N/A | N/A | N/A | 82.1 | 63.8 | 17.6 | 16.3 | -7.8 | -47.0 | -6.0 | 22.1 | 19.2 | -8.0 | 53.5 | 37.1 | 52.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2012
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See Moderate Allocation Asset Class Trend Rankings |
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