Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAMHX (AMERICAN BALANCED FUND CLASS R-2E) | 9.18% | 23.29% | 17.00% | 9.03% | 9.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAMHX (AMERICAN BALANCED FUND CLASS R-2E) | 09/02/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 23.29 | 17.00 | 9.03 | 9.77 | NA | NA | … | … | 9.18 | 17.89 | 14.44 | 13.44 | -12.54 | 15.20 | 10.36 | 18.60 | -3.20 | 14.89 | 8.10 | 1.60 | 1.88 |
| Sharpe Ratio | NA | 2.56 | 1.45 | 0.63 | 0.77 | NA | NA | … | … | 2.14 | 1.33 | 1.23 | 1.19 | -0.97 | 1.90 | 0.52 | 2.48 | -0.48 | 3.57 | 1.04 | 0.17 | 0.68 |
| Standard Deviation(%) | NA | 8.69 | 9.74 | 10.54 | 10.71 | NA | NA | … | … | 10.13 | 11.33 | 8.76 | 8.32 | 14.44 | 7.99 | 19.46 | 6.90 | 9.52 | 4.01 | 7.55 | 9.40 | 8.45 |
| Draw Down(%) | NA | 7.04 | 10.74 | 19.07 | 22.37 | NA | NA | … | … | 7.04 | 10.74 | 4.58 | 7.26 | 19.07 | 3.65 | 22.37 | 3.57 | 10.59 | 1.21 | 5.68 | 7.93 | 5.10 |
| Yield(%) | 0.00 | 8.20 | 6.53 | 4.66 | 5.46 | 4.26 | 3.19 | … | … | 0.17 | 8.54 | 7.27 | 2.15 | 1.54 | 4.29 | 4.14 | 4.07 | 5.16 | 5.43 | 3.99 | 5.52 | 5.88 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMHX (AMERICAN BALANCED FUND CLASS R-2E) |
2.90%
Sep 2019 – Sep 2022 |
4.31%
Sep 2017 – Sep 2022 |
7.39%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAMHX (AMERICAN BALANCED FUND CLASS R-2E) |
17.48%
May 2023 – May 2026 |
10.90%
Oct 2016 – Oct 2021 |
9.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart