American Balanced Fund Technical Analysis
| BALCX Fund | USD 39.89 0.49 1.24% |
As of the 7th of May, the last recorded price for AMERICAN BALANCED is 39.89 per share. Primary technical drivers reflect risk adjusted performance of 0.1255, and Mean Deviation of 0.5142. Quantitative analysis incorporates volatility metrics and price behavior to assess directional bias. Metrics are compared to industry averages to assess relative positioning.
AMERICAN BALANCED Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as AMERICAN, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to AMERICANAMERICAN |
What-If Analysis
What-if analysis for American Balanced Fund is essentially a historical sensitivity test that shows how changes in the investment horizon could have altered realized return, drawdown, and timing outcomes. This becomes more informative when investors use the backtest to challenge timing assumptions rather than to search for a perfect historical entry point.
| 02/06/2026 |
| 05/07/2026 |
Placing 0.00 into AMERICAN BALANCED on February 6, 2026 with a hold through today would realize 0.00 in aggregate gains. This amounts to a 0.0% cumulative return in AMERICAN BALANCED on balance across a 90 day span. AMERICAN BALANCED competes with or is related to Invesco Global, ALGER HEALTH, Fidelity Advisor, Tekla World, FIDELITY ADVISOR, and PRUDENTIAL HEALTH. The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade... More
AMERICAN BALANCED Momentum Range Indicators Overview
Momentum range indicators for AMERICAN BALANCED reflect the balance between upside and downside price pressure. Readings near range extremes can signal stretched momentum conditions.
| Downside Deviation | 0.6639 | |||
| Information Ratio | 0.1054 | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | -1.30 | |||
| Potential Upside | 1.24 |
Market Risk Indicators for AMERICAN BALANCED Snapshot
For AMERICAN BALANCED, these risk indicators capture historical volatility and return dispersion patterns. Comparing realized volatility to implied volatility (where available) reveals whether the market expects conditions to change.| Risk Adjusted Performance | 0.1255 | |||
| Jensen Alpha | 0.0763 | |||
| Total Risk Alpha | 0.0753 | |||
| Sortino Ratio | 0.1092 | |||
| Treynor Ratio | 0.1346 |
Mean reversion setups in AMERICAN BALANCED emerge when price has deviated materially from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in AMERICAN BALANCED. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in AMERICAN BALANCED. The mean reversion signal gains reliability when combined with fundamental confirmation for AMERICAN BALANCED.
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 | 0.1255 | |||
| Market Risk Adjusted Performance | 0.1446 | |||
| Mean Deviation | 0.5142 | |||
| Semi Deviation | 0.5155 | |||
| Downside Deviation | 0.6639 | |||
| Coefficient Of Variation | 744.21 | |||
| Standard Deviation | 0.6877 | |||
| Variance | 0.473 | |||
| Information Ratio | 0.1054 | |||
| Jensen Alpha | 0.0763 | |||
| Total Risk Alpha | 0.0753 | |||
| Sortino Ratio | 0.1092 | |||
| Treynor Ratio | 0.1346 | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | -1.30 | |||
| Potential Upside | 1.24 | |||
| Downside Variance | 0.4407 | |||
| Semi Variance | 0.2658 | |||
| Expected Short fall | -0.60 | |||
| Skewness | 0.0301 | |||
| Kurtosis | 0.6443 |
American Balanced Backtested Returns
Over the selected 3 months, AMERICAN BALANCED demonstrates a very low volatility profile. It shows a risk-adjusted return measure of 0.1, signaling dispersion-adjusted returns across 3 months. Quantitative evaluation found twenty-seven metrics shaping volatility behavior. Please analyze metrics such as risk-adjusted performance of 0.1255, and mean deviation of 0.5142 to assess dispersion and downside exposure. The fund secures a Beta (Market Risk) of 0.61, which means generally lower market sensitivity than the broad market. With a sub-1 beta, AMERICAN BALANCED typically participates in market rallies at a reduced pace while often limiting downside exposure.
Auto-correlation | -0.7 |
Very good reverse predictability
Serial correlation analysis for American Balanced Fund reveals very good reverse predictability across the intervals from 6th of February 2026 to 23rd of March 2026 and from 23rd of March 2026 to 7th of May 2026. The degree of alignment between past and current intervals shapes expectations about American Balanced's price persistence. At -0.7, around 70.0% of current AMERICAN BALANCED price movement aligns with historical price trajectory. Given that American Balanced Fund has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.7 | |
| Spearman Rank Test | -0.73 | |
| Residual Average | 0.0 | |
| Price Variance | 1.13 |
Technical signals for AMERICAN BALANCED are derived from price and volume activity. The analysis uses tools that capture trend and momentum behavior.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of American Balanced volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of AMERICAN BALANCED focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Volume and liquidity conditions influence signal reliability. Reduced trading volume may increase short-term pricing variability.
American Balanced Fund values are built from fund disclosures and market reference feeds, with reporting definitions aligned before display.
Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board
Technical Indicators
Technical indicators tied to American Balanced Fund help investors translate chart behavior into a more structured framework for entry, exit, and risk control. A disciplined technical workflow separates stronger setups from noisier price action.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1255 | |||
| Market Risk Adjusted Performance | 0.1446 | |||
| Mean Deviation | 0.5142 | |||
| Semi Deviation | 0.5155 | |||
| Downside Deviation | 0.6639 | |||
| Coefficient Of Variation | 744.21 | |||
| Standard Deviation | 0.6877 | |||
| Variance | 0.473 | |||
| Information Ratio | 0.1054 | |||
| Jensen Alpha | 0.0763 | |||
| Total Risk Alpha | 0.0753 | |||
| Sortino Ratio | 0.1092 | |||
| Treynor Ratio | 0.1346 | |||
| Maximum Drawdown | 2.98 | |||
| Value At Risk | -1.30 | |||
| Potential Upside | 1.24 | |||
| Downside Variance | 0.4407 | |||
| Semi Variance | 0.2658 | |||
| Expected Short fall | -0.60 | |||
| Skewness | 0.0301 | |||
| Kurtosis | 0.6443 |
May 7, 2026 Daily Trend Indicators
Technical indicators tied to American Balanced Fund help investors translate chart behavior into a more structured framework for entry, exit, and risk control. A disciplined technical workflow separates stronger setups from noisier price action.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 39.89 | ||
| Day Typical Price | 39.89 | ||
| Price Action Indicator | 0.25 |