American Funds Balanced Fund Market Value
| BLPFX Fund | USD 20.41 0.13 0.63% |
| Symbol | American |
American Funds '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 Funds' 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 Funds.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in American Funds on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding American Funds Balanced or generate 0.0% return on investment in American Funds over 90 days. American Funds is related to or competes with American Funds, American Funds, Columbia Strategic, Columbia Contrarian, T Rowe, American Funds, and Causeway International. The fund invests in a mix of American Funds in different combinations and weightings More
American Funds 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 Funds' 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 Funds Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5318 | |||
| Information Ratio | 0.0128 | |||
| Maximum Drawdown | 2.2 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.8813 |
American Funds Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for American Funds' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as American Funds' standard deviation. In reality, there are many statistical measures that can use American Funds historical prices to predict the future American Funds' volatility.| Risk Adjusted Performance | 0.0959 | |||
| Jensen Alpha | 0.0299 | |||
| Total Risk Alpha | 0.0232 | |||
| Sortino Ratio | 0.0117 | |||
| Treynor Ratio | 0.107 |
American Funds January 30, 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 | 0.0959 | |||
| Market Risk Adjusted Performance | 0.117 | |||
| Mean Deviation | 0.3766 | |||
| Semi Deviation | 0.3891 | |||
| Downside Deviation | 0.5318 | |||
| Coefficient Of Variation | 720.4 | |||
| Standard Deviation | 0.4865 | |||
| Variance | 0.2367 | |||
| Information Ratio | 0.0128 | |||
| Jensen Alpha | 0.0299 | |||
| Total Risk Alpha | 0.0232 | |||
| Sortino Ratio | 0.0117 | |||
| Treynor Ratio | 0.107 | |||
| Maximum Drawdown | 2.2 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.8813 | |||
| Downside Variance | 0.2828 | |||
| Semi Variance | 0.1514 | |||
| Expected Short fall | (0.43) | |||
| Skewness | (0.45) | |||
| Kurtosis | 0.09 |
American Funds Balanced Backtested Returns
At this stage we consider American Mutual Fund to be very steady. American Funds Balanced secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for American Funds Balanced, which you can use to evaluate the volatility of the entity. Please confirm American Funds' risk adjusted performance of 0.0959, and Mean Deviation of 0.3766 to double-check if the risk estimate we provide is consistent with the expected return of 0.0822%. The fund shows a Beta (market volatility) of 0.54, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, American Funds' returns are expected to increase less than the market. However, during the bear market, the loss of holding American Funds is expected to be smaller as well.
Auto-correlation | 0.62 |
Good predictability
American Funds Balanced has good predictability. Overlapping area represents the amount of predictability between American Funds time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 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 Funds Balanced price movement. The serial correlation of 0.62 indicates that roughly 62.0% of current American Funds price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.62 | |
| Spearman Rank Test | 0.59 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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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 Funds 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 Funds security.
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