Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLPDX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-3) | 5.57% | 17.06% | 14.61% | 7.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLPDX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-3) | 02/03/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 17.06 | 14.61 | 7.56 | NA | NA | NA | … | … | 5.57 | 17.39 | 11.64 | 14.14 | -13.27 | 14.23 | 13.51 | 19.92 | -4.28 | 14.22 |
| Sharpe Ratio | NA | 1.66 | 1.20 | 0.48 | NA | NA | NA | … | … | 1.05 | 1.37 | 0.97 | 1.25 | -1.01 | 1.71 | 0.66 | 2.58 | -0.59 | 3.63 |
| Standard Deviation(%) | NA | 8.71 | 9.44 | 10.43 | NA | NA | NA | … | … | 10.45 | 10.67 | 8.25 | 8.43 | 14.59 | 8.28 | 20.13 | 7.14 | 9.64 | 4.17 |
| Draw Down(%) | NA | 7.05 | 10.29 | 20.46 | NA | NA | NA | … | … | 7.05 | 10.29 | 4.21 | 7.89 | 20.46 | 3.55 | 23.15 | 3.61 | 11.90 | 1.31 |
| Yield(%) | 0.00 | 6.67 | 5.09 | 4.70 | 5.04 | 3.36 | 2.52 | … | … | 0.32 | 7.05 | 4.22 | 2.88 | 5.17 | 5.76 | 3.13 | 4.78 | 4.58 | 4.18 |
Data as of 06/05/2026, Common starting date is 02/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPDX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-3) |
2.70%
Apr 2021 – Apr 2024 |
4.25%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLPDX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS F-3) |
16.50%
Sep 2022 – Sep 2025 |
10.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart