Nasdaq - Delayed Quote USD
American Funds Moderate Growth and Income Portfolio (RBBEX)
17.56
-0.13
(-0.73%)
As of 8:07:02 AM EDT. Market Open.
Fund Summary
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of the value of its net assets in bonds and other debt securities (including money market instruments). The fund will have exposure to growth-oriented common stocks.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -2.53% |
| 5y Average Return | 8.00% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RBBEX | Category Average | RBBEX | Category Average | RBBEX | Category Average | |
| Alpha | 0.67 | -0.01 | 0.9 | -0.01 | 0.5 | -0 |
| BETA | 0.97 | 0.01 | 0.99 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.83 | 0.01 | 0.58 | 0.01 |
| R-squared | 97.53 | 0.93 | 97.76 | 0.92 | 97.45 | 0.92 |
| Standard Deviation | 12.32 | 0.13 | 11.6 | 0.1 | 10.18 | 0.09 |
| Sharpe Ratio | 0.06 | 0.01 | 0.62 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -0.03 | 0.09 | 6.98 | 0.09 | 4.63 | 0.07 |
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