Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) | 9.17% | 11.96% | 10.74% | 7.14% | 7.00% | NA | NA | 8.17% |
Data as of 07/10/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) | 05/24/2012 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 11.96 | 10.74 | 7.14 | 7.00 | NA | NA | 8.17 | 9.17 | 8.72 | 13.76 | -16.80 | 9.96 | 12.19 | 19.51 | -4.62 | 16.71 | 5.59 | 0.57 | 6.58 | 18.16 | 9.95 |
| Sharpe Ratio | NA | 0.86 | 0.66 | 0.49 | 0.50 | NA | NA | 0.68 | 1.19 | 0.24 | 1.14 | -1.20 | 1.10 | 0.59 | 2.56 | -0.62 | 4.10 | 0.62 | 0.06 | 0.95 | 2.45 | 2.05 |
| Standard Deviation(%) | NA | 11.31 | 10.84 | 10.86 | 11.11 | NA | NA | 10.37 | 13.27 | 8.68 | 8.41 | 15.23 | 9.02 | 20.17 | 7.06 | 9.61 | 3.94 | 8.66 | 9.05 | 6.94 | 7.41 | 8.40 |
| Draw Down(%) | NA | 10.35 | 12.10 | 23.34 | 23.34 | NA | NA | 23.34 | 10.35 | 4.90 | 7.97 | 20.68 | 3.58 | 23.21 | 3.61 | 12.18 | 1.38 | 6.61 | 8.28 | 4.96 | 5.72 | 3.73 |
| Yield(%) | 0.00 | 3.10 | 2.72 | 2.38 | 3.36 | 3.46 | 2.60 | 3.99 | 0.29 | 3.87 | 2.46 | 1.71 | 1.54 | 1.89 | 4.39 | 4.23 | 3.91 | 3.43 | 3.55 | 2.33 | 1.94 | 1.39 |
Data as of 07/10/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) |
-0.10%
Apr 2021 - Apr 2024 |
2.99%
Sep 2017 - Sep 2022 |
4.90%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) |
13.81%
Dec 2018 - Dec 2021 |
10.99%
Oct 2016 - Oct 2021 |
7.38%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart