Nasdaq - Delayed Quote • USD
American Funds American Balanced R3 (RLBCX)
At close: 8:00 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 | 21.33% |
Worst 1Y Total Return | -- |
Number of Years Up | 18 |
Number of Years Down | 3 |
Performance & Risk
YTD Return | 8.53% |
5y Average Return | 8.45% |
Rank in Category (ytd) | 33 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.95 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
RLBCX | Category Average | RLBCX | Category Average | RLBCX | Category Average | |
Alpha | 2.58 | -0.01 | 2.05 | -0.01 | 1.87 | -0 |
BETA | 0.95 | 0.01 | 0.93 | 0.01 | 0.95 | 0.01 |
Mean Annual Return | 0.37 | 0.01 | 0.74 | 0.01 | 0.64 | 0.01 |
R-squared | 96 | 0.93 | 96.35 | 0.92 | 94.88 | 0.92 |
Standard Deviation | 12.17 | 0.13 | 11.79 | 0.1 | 9.73 | 0.09 |
Sharpe Ratio | 0.1 | 0.01 | 0.56 | 0.01 | 0.62 | 0.01 |
Treynor Ratio | 0.51 | 0.09 | 6.65 | 0.09 | 6.14 | 0.07 |
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