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American Funds Moderate Growth and Income Portfolio - Class 529-F-1 (CBAFX) Performance

Explore the performance of American Funds Moderate Growth and Income Portfolio - Class 529-F-1 compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 30,294.49SPY
  • 15,647.67CBAFX
  • 13,466.08Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%11.03%
CBAFX15.03%10.17%8.41%-18.44%11.17%7.49%10.18%6.12%