Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5) | 7.60% | 19.18% | 15.29% | 6.33% | 8.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5) | 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 (%) | 0.09 | 19.18 | 15.29 | 6.33 | 8.61 | NA | NA | … | … | 7.60 | 17.29 | 11.62 | 14.07 | -16.55 | 10.25 | 13.09 | 19.81 | -4.27 | 16.99 | 5.79 | 0.85 | 6.86 | 18.59 | 10.12 |
| Sharpe Ratio | NA | 2.12 | 1.32 | 0.37 | 0.64 | NA | NA | … | … | 1.70 | 1.36 | 0.97 | 1.26 | -1.19 | 1.14 | 0.64 | 2.56 | -0.59 | 4.11 | 0.65 | 0.09 | 0.99 | 2.51 | 2.08 |
| Standard Deviation(%) | NA | 8.44 | 9.38 | 10.69 | 10.98 | NA | NA | … | … | 10.21 | 10.63 | 8.28 | 8.36 | 15.21 | 8.97 | 20.09 | 7.18 | 9.64 | 3.99 | 8.63 | 9.09 | 6.94 | 7.40 | 8.42 |
| Draw Down(%) | NA | 7.04 | 10.32 | 23.15 | 23.15 | NA | NA | … | … | 7.04 | 10.32 | 4.25 | 7.88 | 20.50 | 3.55 | 23.11 | 3.60 | 11.98 | 1.37 | 6.60 | 8.21 | 4.89 | 5.63 | 3.64 |
| Yield(%) | 0.00 | 6.60 | 5.02 | 3.31 | 4.37 | 4.70 | 3.52 | … | … | 0.31 | 6.98 | 4.16 | 2.82 | 1.97 | 1.85 | 2.65 | 4.71 | 4.52 | 4.19 | 3.63 | 3.82 | 2.61 | 2.17 | 1.56 |
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 |
|---|---|---|---|---|
| RBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5) |
0.20%
Apr 2021 – Apr 2024 |
3.39%
Sep 2017 – Sep 2022 |
5.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAFX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-5) |
15.82%
May 2023 – May 2026 |
11.41%
Oct 2016 – Oct 2021 |
9.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart