JNL/American Funds Balanced Fund A (LP40053903)

18.79 +0.12 (+0.64%) USD  |  Dec 16 2024
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LP40053903 1 Year Total Returns (Daily): 20.84% for Dec. 16, 2024

1 Year Total Returns (Daily) Chart

View 1 Year Total Returns (Daily) for LP40053903.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Fidelity Balanced Fund 20.26%
Fidelity Puritan Fund 23.44%
Touchstone Balanced Fund Y 16.67%
Fidelity Asset Manager 60% 13.78%
Thrivent Moderate Allocation Fund S 17.07%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 4.04%
3 Month Total Returns (Daily) 5.44%
6 Month Total Returns (Daily) 9.69%
Annualized 3 Year Total Returns (Daily) 6.31%
Annualized 5 Year Total Returns (Daily) 8.79%
Annualized 10 Year Total Returns (Daily) 7.93%
Annualized 15 Year Total Returns (Daily) 7.30%
Annualized Total Returns Since Inception (Daily) 5.36%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:LP40053903", "one_year_total_return")
Last 5 Data Points: =YCS("M:LP40053903", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.