Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) | 7.51% | 18.85% | 14.97% | 6.03% | 8.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-4) | 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 | 18.85 | 14.97 | 6.03 | 8.25 | NA | NA | … | … | 7.51 | 16.94 | 11.29 | 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 | 2.07 | 1.29 | 0.34 | 0.61 | NA | NA | … | … | 1.68 | 1.33 | 0.93 | 1.21 | -1.20 | 1.10 | 0.59 | 2.55 | -0.63 | 4.09 | 0.62 | 0.06 | 0.95 | 2.45 | 2.05 |
| Standard Deviation(%) | NA | 8.47 | 9.37 | 10.70 | 11.00 | NA | NA | … | … | 10.22 | 10.63 | 8.22 | 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 | 7.02 | 10.35 | 23.34 | 23.34 | NA | NA | … | … | 7.02 | 10.35 | 4.21 | 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 | 6.33 | 4.71 | 3.04 | 3.98 | 4.26 | 3.20 | … | … | 0.25 | 6.69 | 3.87 | 2.51 | 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 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 |
|---|---|---|---|---|
| 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) |
15.50%
May 2023 – May 2026 |
10.99%
Oct 2016 – Oct 2021 |
8.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart