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RLBBX: AMERICAN BALANCED FUND CLASS R-2 (MUTUAL FUND)
Basic Info 36.64 0.1(0.27%) July 10
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 1.17% |
| Expenses | 0.31% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 7.7 | 6.8 | 10.2 | 6.5 | 6.8 | 8.4 | 6.5 | 6.5 | 8.7 | 13.1 | -13.3 | 11.3 | 6.7 | 18.2 | -3.5 | 14.6 | 7.7 | 1.0 | 8.0 | 20.9 | 13.3 | 3.1 | 12.3 | 20.1 | -26.3 | 5.7 | 10.9 | 2.3 | 7.7 | 21.2 | -7.8 |
| Sharpe Ratio | NA | 0.9 | 0.29 | 0.6 | 0.42 | 0.49 | NA | NA | 0.45 | 0.21 | 1.08 | -1.02 | 1.31 | 0.33 | 2.43 | -0.5 | 3.55 | 1.0 | 0.1 | 1.07 | 2.54 | 1.51 | 0.2 | 1.13 | 1.16 | -1.13 | 0.29 | 1.18 | 0.02 | 0.98 | 1.97 | -0.76 |
| Draw Down(%) | NA | 10.8 | 13.4 | 13.4 | 20.9 | 22.4 | NA | NA | 40.9 | 7.4 | 7.3 | 19.7 | 4.2 | 22.4 | 3.6 | 10.8 | 1.5 | 5.7 | 8.1 | 4.9 | 5.2 | 6.5 | 11.9 | 9.3 | 19.2 | 35.2 | 5.6 | 4.8 | 4.6 | 5.1 | 10.1 | 18.8 |
| Standard Deviation(%) | NA | 14.0 | 12.8 | 11.1 | 10.9 | 11.0 | NA | NA | 11.8 | 9.8 | 8.3 | 14.5 | 8.6 | 19.6 | 6.9 | 9.6 | 3.9 | 7.5 | 9.4 | 7.5 | 8.2 | 8.9 | 15.4 | 10.8 | 17.2 | 24.0 | 9.5 | 6.5 | 6.2 | 6.9 | 10.4 | 19.0 |
| Treynor Ratio | NA | 0.13 | 0.04 | 0.07 | 0.05 | 0.06 | NA | NA | 0.05 | 0.02 | 0.11 | -0.17 | 0.13 | 0.07 | 0.18 | -0.05 | 0.15 | 0.08 | 0.01 | 0.07 | 0.18 | 0.11 | 0.03 | 0.12 | 0.19 | -0.27 | 0.03 | 0.08 | 0.0 | 0.07 | 0.19 | -0.13 |
| Alpha | NA | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.94 | 0.95 | 0.92 | 0.9 | 0.93 | NA | NA | 1.0 | 0.85 | 0.84 | 0.89 | 0.86 | 0.93 | 0.95 | 0.96 | 0.94 | 0.95 | 1.07 | 1.09 | 1.17 | 1.18 | 1.12 | 1.01 | 1.03 | 1.02 | 1.03 | 0.95 | 0.92 | 0.93 | 1.08 | 1.11 |
| RSquared | NA | 0.96 | 0.83 | 0.9 | 0.88 | 0.93 | NA | NA | 0.95 | 0.65 | 0.91 | 0.96 | 0.73 | 0.96 | 0.96 | 0.97 | 0.91 | 0.96 | 0.97 | 0.95 | 0.96 | 0.96 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.94 | 0.93 | 0.89 | 0.96 | 0.92 |
| Yield(%) | N/A | 0.1 | 1.2 | 1.4 | 1.1 | 2.8 | 4.0 | 3.5 | N/A | 1.4 | 1.9 | 0.8 | 0.5 | 0.7 | 3.7 | 4.9 | 5.1 | 3.7 | 4.7 | 6.8 | 1.1 | 1.3 | 1.5 | 1.6 | 2.1 | 2.8 | 4.2 | 4.1 | 3.3 | 3.6 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | -90.4 | -24.2 | 3.9 | -71.8 | 22.8 | N/A | N/A | N/A | -14.0 | 110.3 | 64.7 | -17.7 | -80.0 | -29.7 | 5.2 | 45.1 | -24.9 | -29.4 | 651.6 | -7.7 | -10.6 | 1.5 | -12.5 | -45.6 | -32.2 | 9.9 | 22.9 | -3.1 | 242.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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