Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBACX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-3) | 7.41% | 18.52% | 14.63% | 5.72% | 7.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBACX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-3) | 05/24/2012 | 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 (%) | 0.14 | 18.52 | 14.63 | 5.72 | 7.93 | NA | NA | … | … | 7.41 | 16.61 | 10.92 | 13.41 | -17.04 | 9.60 | 11.89 | 19.12 | -4.91 | 16.30 | 5.35 | 0.29 | 6.20 | 17.76 | 9.80 |
| Sharpe Ratio | NA | 2.03 | 1.25 | 0.31 | 0.58 | NA | NA | … | … | 1.63 | 1.30 | 0.89 | 1.17 | -1.22 | 1.06 | 0.58 | 2.48 | -0.66 | 3.98 | 0.60 | 0.03 | 0.90 | 2.37 | 2.01 |
| Standard Deviation(%) | NA | 8.47 | 9.37 | 10.70 | 10.98 | NA | NA | … | … | 10.25 | 10.62 | 8.24 | 8.42 | 15.23 | 9.02 | 20.11 | 7.12 | 9.57 | 3.95 | 8.57 | 9.03 | 6.89 | 7.48 | 8.41 |
| Draw Down(%) | NA | 7.06 | 10.44 | 23.50 | 23.50 | NA | NA | … | … | 7.06 | 10.44 | 4.27 | 8.07 | 20.85 | 3.61 | 23.16 | 3.62 | 12.45 | 1.45 | 6.62 | 8.42 | 4.89 | 5.73 | 3.74 |
| Yield(%) | 0.00 | 6.04 | 4.38 | 2.76 | 3.64 | 3.86 | 2.90 | … | … | 0.19 | 6.39 | 3.55 | 2.22 | 1.45 | 1.23 | 1.60 | 4.06 | 3.96 | 3.58 | 3.19 | 3.27 | 2.03 | 1.56 | 1.34 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBACX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-3) |
-0.41%
Apr 2021 – Apr 2024 |
2.68%
Sep 2017 – Sep 2022 |
4.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBACX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-3) |
15.16%
May 2023 – May 2026 |
10.66%
Oct 2016 – Oct 2021 |
8.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart