American Balanced Fund Net Income
| CLBAX Fund | USD 38.27 0.05 0.13% |
As of the 6th of February, American Balanced shows the mean deviation of 0.4168, and Risk Adjusted Performance of 0.085. American Balanced technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
American Balanced's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing American Balanced's valuation are provided below:American Balanced Fund does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. American |
American Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to American Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of American Balanced.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in American Balanced on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding American Balanced Fund or generate 0.0% return on investment in American Balanced over 90 days. American Balanced is related to or competes with Investment, Investment, American Funds, Smallcap World, Merrill Lynch, American Funds, and New World. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade... More
American Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure American Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess American Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6343 | |||
| Information Ratio | 0.0361 | |||
| Maximum Drawdown | 2.62 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.9486 |
American Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as American Balanced's standard deviation. In reality, there are many statistical measures that can use American Balanced historical prices to predict the future American Balanced's volatility.| Risk Adjusted Performance | 0.085 | |||
| Jensen Alpha | 0.0532 | |||
| Total Risk Alpha | 0.0293 | |||
| Sortino Ratio | 0.0314 | |||
| Treynor Ratio | 1.07 |
American Balanced February 6, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.085 | |||
| Market Risk Adjusted Performance | 1.08 | |||
| Mean Deviation | 0.4168 | |||
| Semi Deviation | 0.5156 | |||
| Downside Deviation | 0.6343 | |||
| Coefficient Of Variation | 848.49 | |||
| Standard Deviation | 0.5514 | |||
| Variance | 0.3041 | |||
| Information Ratio | 0.0361 | |||
| Jensen Alpha | 0.0532 | |||
| Total Risk Alpha | 0.0293 | |||
| Sortino Ratio | 0.0314 | |||
| Treynor Ratio | 1.07 | |||
| Maximum Drawdown | 2.62 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.9486 | |||
| Downside Variance | 0.4024 | |||
| Semi Variance | 0.2658 | |||
| Expected Short fall | (0.42) | |||
| Skewness | (0.52) | |||
| Kurtosis | 0.4186 |
American Balanced Backtested Returns
At this stage we consider American Mutual Fund to be very steady. American Balanced secures Sharpe Ratio (or Efficiency) of 0.12, which signifies that the fund had a 0.12 % return per unit of standard deviation over the last 3 months. We have found twenty-six technical indicators for American Balanced Fund, which you can use to evaluate the volatility of the entity. Please confirm American Balanced's mean deviation of 0.4168, and Risk Adjusted Performance of 0.085 to double-check if the risk estimate we provide is consistent with the expected return of 0.0681%. The fund shows a Beta (market volatility) of 0.0516, which signifies not very significant fluctuations relative to the market. As returns on the market increase, American Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding American Balanced is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
American Balanced Fund has good predictability. Overlapping area represents the amount of predictability between American Balanced time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of American Balanced price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current American Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, American Balanced Fund reported net income of 0.0. This indicator is about the same for the American Funds average (which is currently at 0.0) family and about the same as Allocation--50% to 70% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
American Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining American Balanced's current stock value. Our valuation model uses many indicators to compare American Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across American Balanced competition to find correlations between indicators driving American Balanced's intrinsic value. More Info.American Balanced Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for American Balanced Fund is roughly 6.86 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the American Balanced's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for American Balanced
The fund invests 59.3% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (2.53%) , cash (4.55%) and various exotic instruments.Asset allocation divides American Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
American Fundamentals
| Price To Earning | 19.83 X | ||||
| Price To Book | 2.89 X | ||||
| Price To Sales | 2.05 X | ||||
| Total Asset | 214.94 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.42 % | ||||
| One Year Return | 19.65 % | ||||
| Three Year Return | 15.59 % | ||||
| Five Year Return | 10.43 % | ||||
| Ten Year Return | 9.86 % | ||||
| Net Asset | 135.34 B | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 4.55 % | ||||
| Equity Positions Weight | 59.30 % | ||||
| Bond Positions Weight | 2.53 % |
About American Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze American Balanced Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of American Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of American Balanced Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in American Mutual Fund
American Balanced financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Balanced security.
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