Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-1) | 7.17% | 17.99% | 14.13% | 5.25% | 7.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-1) | 05/21/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 17.99 | 14.13 | 5.25 | 7.48 | NA | NA | … | … | 7.17 | 16.08 | 10.52 | 12.93 | -17.44 | 9.14 | 11.35 | 18.58 | -5.32 | 15.76 | 5.14 | -0.26 | 5.76 | 17.31 | 9.45 |
| Sharpe Ratio | NA | 1.96 | 1.20 | 0.27 | 0.54 | NA | NA | … | … | 1.58 | 1.25 | 0.84 | 1.11 | -1.24 | 1.01 | 0.55 | 2.40 | -0.70 | 3.63 | 0.57 | -0.03 | 0.83 | 2.32 | 1.92 |
| Standard Deviation(%) | NA | 8.47 | 9.38 | 10.69 | 10.99 | NA | NA | … | … | 10.25 | 10.62 | 8.23 | 8.39 | 15.24 | 8.98 | 20.07 | 7.13 | 9.65 | 4.18 | 8.60 | 9.07 | 6.89 | 7.44 | 8.34 |
| Draw Down(%) | NA | 7.12 | 10.48 | 23.81 | 23.81 | NA | NA | … | … | 7.12 | 10.48 | 4.28 | 8.18 | 21.15 | 3.67 | 23.20 | 3.63 | 12.80 | 1.38 | 6.63 | 8.58 | 5.01 | 5.74 | 3.74 |
| Yield(%) | 0.00 | 5.60 | 3.90 | 2.35 | 3.12 | 3.27 | 2.46 | … | … | 0.09 | 5.94 | 3.09 | 1.76 | 1.06 | 0.76 | 1.12 | 3.53 | 3.54 | 3.06 | 2.99 | 2.80 | 1.59 | 1.13 | 1.20 |
Data as of 06/04/2026, Common starting date is 05/21/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-1) |
-0.83%
Apr 2021 – Apr 2024 |
2.22%
Sep 2017 – Sep 2022 |
4.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAAX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-1) |
14.65%
May 2023 – May 2026 |
10.15%
Oct 2016 – Oct 2021 |
7.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart