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Nasdaq - Delayed Quote USD

American Funds American Balanced R4 (RLBEX)

33.06
+0.36
+(1.10%)
At close: 8:02:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.28%
5y Average Return 8.79%
Number of Years Up 19
Number of Years Down 3
Best 1Y Total Return (Apr 10, 2025) 21.68%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 21.68%
Worst 3Y Total Return 4.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RLBEX
Category
YTD
-0.24%
9.69%
1-Month
-2.80%
0.91%
3-Month
-0.24%
5.21%
1-Year
7.96%
27.06%
3-Year
6.15%
11.00%
5-Year
10.75%
10.26%
10-Year
7.98%
8.34%
Last Bull Market
13.48%
15.58%
Last Bear Market
-9.90%
-12.16%

Annual Total Return (%) History

Year
RLBEX
Category
2025
--
--
2024
14.90%
--
2023
13.96%
--
2022
-12.14%
--
2021
15.72%
--
2020
10.85%
11.72%
2019
19.15%
19.23%
2018
-2.77%
-5.76%

2017
15.43%
13.21%
2016
8.50%
7.34%
2015
1.68%
-1.93%
2014
8.86%
6.21%
2013
21.68%
16.48%
2012
14.14%
11.72%
2011
3.80%
-0.11%
2010
13.01%
11.83%
2009
21.10%
24.13%
2008
-25.75%
-28.00%
2007
6.50%
5.99%
2006
11.78%
11.29%
2005
3.03%
5.13%
2004
8.89%
8.86%
2003
22.81%
20.35%
2002
--
-12.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.24% -- -- --
2024 6.17% 2.39% 5.36% 0.32%
2023 2.79% 3.91% -2.87% 9.86%
2022 -4.04% -9.90% -5.93% 8.03%
2021 3.74% 5.40% -0.60% 6.46%
2020 -11.63% 11.93% 4.10% 7.65%
2019 7.88% 2.83% 1.45% 5.87%
2018 -1.24% 2.11% 3.27% -6.64%
2017 4.22% 2.35% 3.55% 4.51%
2016 1.71% 3.12% 1.66% 1.75%

2015 0.73% -0.39% -3.53% 5.04%
2014 1.53% 3.30% 0.59% 3.18%
2013 6.85% 2.18% 3.83% 7.34%
2012 8.66% -0.93% 4.71% 1.26%
2011 4.58% 0.59% -8.55% 7.90%
2010 4.21% -6.86% 9.27% 6.56%
2009 -6.88% 11.67% 11.14% 4.77%
2008 -5.92% -2.70% -5.19% -14.44%
2007 0.69% 5.01% 2.82% -2.04%
2006 2.81% -0.62% 4.48% 4.71%
2005 -1.43% 1.66% 0.92% 1.88%
2004 2.48% 0.51% -0.28% 6.01%
2003 -2.44% 12.76% 2.37% 9.05%
2002 -11.57% 8.40% -- --

Rank in Category (By Total Return)

YTD 48
1-Month 55
3-Month 48
1-Year 11
3-Year 11
5-Year 31

Load Adjusted Returns

1-Year 7.96%
3-Year 6.15%
5-Year 10.75%
10-Year 7.98%

Performance & Risk

YTD Return -4.28%
5y Average Return 8.79%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 233.51B
YTD Return -0.24%
Yield 1.97%
Morningstar Rating
Inception Date Oct 30, 2020

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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