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American Funds American Balanced F2 (AMBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.59-0.06 (-0.18%)
As of 08:05AM EST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.97%
5-year average return8.16%
Number of years up13
Number of years down2
Best 1-yr total return (19 Feb 2024)21.99%
Worst 1-yr total return (19 Feb 2024)N/A
Best 3-yr total return21.99%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAMBFXCategory
YTD0.72%9.69%
1-month0.72%0.91%
3-month12.42%5.21%
1-year10.59%27.06%
3-year5.77%11.00%
5-year8.28%10.26%
10-year8.10%8.34%
Last bull market23.27%15.58%
Last bear market-9.83%-12.16%

Annual total return (%) history

Year
AMBFXCategory
2023
14.23%N/A
2022
-11.91%N/A
2021
16.01%N/A
2020
11.08%11.72%
2019
19.45%19.23%
2018
-2.52%-5.76%
2017
15.69%13.21%
2016
8.80%7.34%
2015
1.92%-1.93%
2014
9.08%6.21%
2013
21.99%16.48%
2012
14.40%11.72%
2011
4.11%-0.11%
2010
13.21%11.83%
2009
21.41%24.13%
2008
N/A-28.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.85%3.96%-2.81%9.91%
2022-3.97%-9.83%-5.90%8.12%
20213.83%5.46%-0.54%6.52%
2020-11.58%11.98%4.19%7.67%
20197.97%2.85%1.52%5.96%
2018-1.18%2.20%3.30%-6.57%
20174.28%2.40%3.61%4.57%
20161.82%3.14%1.77%1.80%
20150.83%-0.33%-3.50%5.10%
20141.54%3.40%0.66%3.20%
20136.89%2.24%3.89%7.44%
20128.71%-0.87%4.78%1.32%
20114.64%0.66%-8.49%8.02%
20104.20%-6.74%9.32%6.56%
2009-6.88%11.73%11.28%4.86%
2008-14.36%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month28
3-month31
1-year28
3-year17
5-year24

Load adjusted returns

1-year10.59%
3-year5.77%
5-year8.28%
10-year8.10%