Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-C) | 4.44% | 14.39% | 12.72% | 4.66% | 7.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-C) | 05/24/2012 | 06/10/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 14.39 | 12.72 | 4.66 | 7.23 | NA | NA | … | … | 4.44 | 16.07 | 10.46 | 12.84 | -17.46 | 9.14 | 11.30 | 18.61 | -5.31 | 15.72 | 4.88 | -0.26 | 5.69 | 17.13 | 9.39 |
| Sharpe Ratio | NA | 1.52 | 1.07 | 0.21 | 0.51 | NA | NA | … | … | 0.95 | 1.24 | 0.84 | 1.10 | -1.24 | 1.01 | 0.55 | 2.39 | -0.70 | 3.78 | 0.54 | -0.03 | 0.82 | 2.29 | 1.91 |
| Standard Deviation(%) | NA | 8.69 | 9.42 | 10.73 | 11.02 | NA | NA | … | … | 10.47 | 10.66 | 8.19 | 8.42 | 15.24 | 9.00 | 20.19 | 7.18 | 9.57 | 4.00 | 8.59 | 9.07 | 6.93 | 7.45 | 8.48 |
| Draw Down(%) | NA | 7.10 | 10.43 | 23.77 | 23.77 | NA | NA | … | … | 7.10 | 10.43 | 4.22 | 8.14 | 21.14 | 3.68 | 23.27 | 3.63 | 12.80 | 1.38 | 6.71 | 8.62 | 5.03 | 5.82 | 3.83 |
| Yield(%) | 0.00 | 5.53 | 3.80 | 2.30 | 3.08 | 3.19 | 2.39 | … | … | 0.10 | 5.88 | 3.03 | 1.69 | 1.03 | 0.70 | 1.07 | 3.56 | 3.49 | 3.00 | 2.80 | 2.73 | 1.51 | 1.06 | 1.04 |
Data as of 06/10/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-C) |
-0.87%
Apr 2021 – Apr 2024 |
2.20%
Sep 2017 – Sep 2022 |
4.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBPCX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS 529-C) |
14.62%
May 2023 – May 2026 |
10.12%
Oct 2016 – Oct 2021 |
7.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart