Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBAX (AMERICAN BALANCED FUND CLASS 529-A) | 7.31% | 21.65% | 16.78% | 8.32% | 9.29% | 9.53% | 8.15% | … | … |
Data as of 06/05/2026, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBAX (AMERICAN BALANCED FUND CLASS 529-A) | 02/21/2002 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 21.65 | 16.78 | 8.32 | 9.29 | 9.53 | 8.15 | … | … | 7.31 | 18.43 | 14.96 | 13.97 | -12.69 | 12.13 | 7.45 | 19.11 | -2.78 | 15.42 | 8.50 | 1.63 | 8.77 | 21.60 | 14.12 | 3.75 | 13.13 | 20.97 | -25.76 | 6.48 | 11.76 | 3.07 | 8.33 | 21.24 | -7.02 |
| Sharpe Ratio | NA | 2.12 | 1.38 | 0.54 | 0.71 | NA | NA | … | … | 1.48 | 1.38 | 1.30 | 1.25 | -0.97 | 1.41 | 0.37 | 2.56 | -0.44 | 3.77 | 1.10 | 0.17 | 1.17 | 2.63 | 1.60 | 0.24 | 1.21 | 1.21 | -1.11 | 0.35 | 1.29 | 0.13 | 1.07 | 1.97 | -0.56 |
| Standard Deviation(%) | NA | 8.95 | 9.79 | 10.69 | 10.80 | NA | NA | … | … | 10.40 | 11.31 | 8.74 | 8.33 | 14.56 | 8.57 | 19.55 | 6.89 | 9.53 | 3.93 | 7.56 | 9.44 | 7.46 | 8.20 | 8.87 | 15.33 | 10.75 | 17.22 | 23.92 | 9.54 | 6.50 | 6.25 | 6.88 | 10.39 | 16.45 |
| Draw Down(%) | NA | 7.03 | 10.68 | 20.43 | 22.31 | NA | NA | … | … | 7.03 | 10.68 | 4.54 | 7.14 | 19.28 | 4.08 | 22.31 | 3.52 | 10.51 | 1.48 | 5.67 | 7.94 | 4.81 | 5.21 | 6.47 | 11.65 | 9.34 | 19.10 | 34.80 | 5.55 | 4.77 | 4.54 | 4.91 | 10.20 | 22.27 |
| Yield(%) | 0.00 | 8.66 | 7.02 | 4.36 | 5.12 | 6.12 | 5.58 | … | … | 0.28 | 9.01 | 7.73 | 2.60 | 1.42 | 1.29 | 1.36 | 4.51 | 5.57 | 5.82 | 4.38 | 5.30 | 7.43 | 1.74 | 1.97 | 2.14 | 2.29 | 2.87 | 3.48 | 4.98 | 4.83 | 4.06 | 4.11 | 1.22 | 0.72 |
Data as of 06/05/2026, Common starting date is 02/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBAX (AMERICAN BALANCED FUND CLASS 529-A) |
-8.77%
Feb 2006 – Feb 2009 |
-3.56%
Feb 2004 – Feb 2009 |
4.80%
May 2002 – May 2012 |
5.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBAX (AMERICAN BALANCED FUND CLASS 529-A) |
20.08%
Feb 2009 – Feb 2012 |
17.80%
Feb 2009 – Feb 2014 |
12.41%
Feb 2009 – Feb 2019 |
10.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart