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Nasdaq - Delayed Quote USD
American Funds American Balanced R1 (RLBAX)
31.96
-1.21
(-3.65%)
At close: April 4 at 8:02:10 PM EDT
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -5.91% |
| 5y Average Return | 9.10% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RLBAX | Category Average | RLBAX | Category Average | RLBAX | Category Average | |
| Alpha | 1.38 | -0.01 | 1.45 | -0.01 | 1.28 | -0 |
| BETA | 0.92 | 0.01 | 0.93 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 0.84 | 0.01 | 0.62 | 0.01 |
| R-squared | 94.06 | 0.93 | 94.34 | 0.92 | 94.38 | 0.92 |
| Standard Deviation | 11.94 | 0.13 | 11.08 | 0.1 | 9.74 | 0.09 |
| Sharpe Ratio | 0.12 | 0.01 | 0.66 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 0.83 | 0.09 | 7.71 | 0.09 | 5.56 | 0.07 |
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