Nasdaq - Delayed Quote USD
American Funds American Balanced R5E (RLEFX)
35.30
+0.10
+(0.28%)
As of 8:07:11 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.00% |
| 5y Average Return | 10.29% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 16, 2025) | 19.36% |
| Worst 1Y Total Return (May 16, 2025) | -- |
| Best 3Y Total Return | 19.36% |
| Worst 3Y Total Return | 4.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RLEFX
Category
- YTD
- -0.46%
- 9.69%
- 1-Month
- -0.26%
- 0.91%
- 3-Month
- -3.28%
- 5.21%
- 1-Year
- 11.51%
- 27.06%
- 3-Year
- 8.28%
- 11.00%
- 5-Year
- 9.25%
- 10.26%
- 10-Year
- 8.04%
- 8.34%
- Last Bull Market
- 13.60%
- 15.58%
- Last Bear Market
- -9.85%
- -12.16%
Annual Total Return (%) History
Year
RLEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.19% | -- | -- | -- |
| 2024 | 6.21% | 2.44% | 5.41% | 0.37% |
| 2023 | 2.84% | 3.96% | -2.82% | 9.93% |
| 2022 | -4.02% | -9.85% | -5.88% | 8.08% |
| 2021 | 3.79% | 5.49% | -0.55% | 6.51% |
| 2020 | -11.56% | 11.93% | 4.18% | 7.70% |
| 2019 | 7.91% | 2.88% | 1.50% | 5.92% |
| 2018 | -1.21% | 2.18% | 3.31% | -6.58% |
| 2017 | 4.28% | 2.36% | 3.67% | 4.56% |
| 2016 | 1.74% | 3.11% | 1.73% | 1.81% |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 53 |
| 3-Month | 46 |
| 1-Year | 8 |
| 3-Year | 18 |
| 5-Year | 33 |
Load Adjusted Returns
| 1-Year | 11.51% |
| 3-Year | 8.28% |
| 5-Year | 9.25% |
| 10-Year | 8.04% |
Performance & Risk
| YTD Return | 3.00% |
| 5y Average Return | 10.29% |
| Rank in Category (ytd) | 36 |
| % 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 | 232.27B |
| YTD Return | -0.46% |
| Yield | 2.17% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
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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