American Balanced Fund Market Value
| CLBAX Fund | USD 38.59 0.06 0.16% |
| Symbol | 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.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in American Balanced on November 19, 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 | 0.629 | |||
| Information Ratio | 0.0086 | |||
| 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 | 0.1025 | |||
| Jensen Alpha | 0.0309 | |||
| Total Risk Alpha | 0.0228 | |||
| Sortino Ratio | 0.0077 | |||
| Treynor Ratio | 0.1145 |
American Balanced February 17, 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 | 0.1025 | |||
| Market Risk Adjusted Performance | 0.1245 | |||
| Mean Deviation | 0.4245 | |||
| Semi Deviation | 0.5001 | |||
| Downside Deviation | 0.629 | |||
| Coefficient Of Variation | 755.33 | |||
| Standard Deviation | 0.565 | |||
| Variance | 0.3192 | |||
| Information Ratio | 0.0086 | |||
| Jensen Alpha | 0.0309 | |||
| Total Risk Alpha | 0.0228 | |||
| Sortino Ratio | 0.0077 | |||
| Treynor Ratio | 0.1145 | |||
| Maximum Drawdown | 2.62 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.9486 | |||
| Downside Variance | 0.3956 | |||
| Semi Variance | 0.2501 | |||
| Expected Short fall | (0.44) | |||
| Skewness | (0.33) | |||
| Kurtosis | 0.6258 |
American Balanced Backtested Returns
At this stage we consider American Mutual Fund to be very steady. American Balanced secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19 % return per unit of standard deviation over the last 3 months. We have found twenty-seven 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 0.4245, and Risk Adjusted Performance of 0.1025 to double-check if the risk estimate we provide is consistent with the expected return of 0.11%. The fund shows a Beta (market volatility) of 0.57, which signifies possible diversification benefits within a given portfolio. 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 | 0.68 |
Good predictability
American Balanced Fund has good predictability. Overlapping area represents the amount of predictability between American Balanced time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th 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 0.68 indicates that around 68.0% of current American Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.68 | |
| Spearman Rank Test | 0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.06 |
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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