Nasdaq - Delayed Quote USD

American Funds American Balanced R2 (RLBBX)

33.42 +0.19 (+0.57%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.45%
5y Average Return 7.98%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (May 31, 2024) 20.86%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 20.86%
Worst 3Y Total Return 3.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RLBBX
Category
YTD
2.48%
9.69%
1-Month
-3.30%
0.91%
3-Month
1.81%
5.21%
1-Year
11.59%
27.06%
3-Year
2.93%
11.00%
5-Year
6.59%
10.26%
10-Year
6.80%
8.34%
Last Bull Market
18.10%
15.58%
Last Bear Market
-10.07%
-12.16%

Annual Total Return (%) History

Year
RLBBX
Category
2024
--
--
2023
13.11%
--
2022
-12.78%
--
2021
14.86%
--
2020
10.03%
11.72%
2019
18.25%
19.23%
2018
-3.46%
-5.76%
2017
14.57%
13.21%

2016
7.74%
7.34%
2015
0.98%
-1.93%
2014
8.03%
6.21%
2013
20.86%
16.48%
2012
13.32%
11.72%
2011
3.05%
-0.11%
2010
12.14%
11.83%
2009
20.14%
24.13%
2008
-26.33%
-28.00%
2007
5.71%
5.99%
2006
10.90%
11.29%
2005
2.31%
5.13%
2004
8.05%
8.86%
2003
21.83%
20.35%
2002
--
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.98% -- -- --
2023 2.58% 3.71% -3.04% 9.65%
2022 -4.22% -10.07% -6.10% 7.85%
2021 3.53% 5.21% -0.79% 6.28%
2020 -11.81% 11.72% 3.93% 7.46%
2019 7.64% 2.66% 1.23% 5.70%
2018 -1.43% 1.94% 3.06% -6.78%
2017 4.05% 2.09% 3.41% 4.30%
2016 1.55% 2.91% 1.52% 1.56%
2015 0.56% -0.51% -3.75% 4.87%

2014 1.31% 3.13% 0.42% 2.97%
2013 6.64% 2.01% 3.62% 7.23%
2012 8.44% -1.11% 4.48% 1.14%
2011 4.35% 0.41% -8.71% 7.73%
2010 3.96% -7.01% 9.03% 6.39%
2009 -7.10% 11.49% 10.89% 4.61%
2008 -6.12% -2.89% -5.37% -14.60%
2007 0.51% 4.83% 2.58% -2.18%
2006 2.62% -0.81% 4.30% 4.47%
2005 -1.56% 1.48% 0.72% 1.69%
2004 2.31% 0.33% -0.47% 5.76%
2003 -2.60% 12.51% 2.18% 8.80%
2002 -11.71% 8.26% -- --

Rank in Category (By Total Return)

YTD 31
1-Month 55
3-Month 38
1-Year 33
3-Year 27
5-Year 41

Load Adjusted Returns

1-Year 11.59%
3-Year 2.93%
5-Year 6.59%
10-Year 6.80%

Performance & Risk

YTD Return 5.45%
5y Average Return 7.98%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 215.33B
YTD Return 2.48%
Yield 1.64%
Morningstar Rating
Inception Date Aug 05, 2008

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.

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