Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBAGX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-6) | 7.62% | 19.24% | 15.37% | 7.95% | 9.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBAGX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-6) | 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 | 19.24 | 15.37 | 7.95 | 9.55 | NA | NA | … | … | 7.62 | 17.34 | 11.68 | 14.18 | -13.29 | 14.26 | 14.03 | 19.95 | -4.28 | 17.06 | 5.91 | 0.83 | 6.91 | 18.64 | 10.06 |
| Sharpe Ratio | NA | 2.13 | 1.34 | 0.54 | 0.74 | NA | NA | … | … | 1.71 | 1.37 | 0.98 | 1.27 | -1.02 | 1.71 | 0.68 | 2.58 | -0.59 | 4.19 | 0.66 | 0.09 | 0.99 | 2.53 | 2.07 |
| Standard Deviation(%) | NA | 8.42 | 9.36 | 10.37 | 10.83 | NA | NA | … | … | 10.18 | 10.62 | 8.21 | 8.39 | 14.53 | 8.30 | 20.09 | 7.16 | 9.63 | 3.93 | 8.56 | 9.07 | 6.96 | 7.36 | 8.40 |
| Draw Down(%) | NA | 7.03 | 10.37 | 20.47 | 23.11 | NA | NA | … | … | 7.03 | 10.37 | 4.25 | 7.87 | 20.47 | 3.54 | 23.11 | 3.60 | 11.94 | 1.37 | 6.53 | 8.18 | 4.87 | 5.63 | 3.64 |
| Yield(%) | 0.00 | 6.65 | 5.08 | 4.69 | 5.47 | 5.67 | 4.25 | … | … | 0.32 | 7.03 | 4.21 | 2.87 | 5.16 | 5.75 | 3.61 | 4.76 | 4.57 | 4.26 | 3.67 | 3.87 | 2.66 | 2.22 | 1.50 |
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 |
|---|---|---|---|---|
| RBAGX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-6) |
2.71%
Apr 2021 – Apr 2024 |
4.24%
Mar 2015 – Mar 2020 |
6.16%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBAGX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-6) |
16.51%
Sep 2022 – Sep 2025 |
11.86%
Dec 2016 – Dec 2021 |
10.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart