Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBBEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-2E) | 7.30% | 18.28% | 14.45% | 7.09% | 8.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBBEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 18.28 | 14.45 | 7.09 | 8.70 | NA | NA | … | … | 7.30 | 16.44 | 10.74 | 13.31 | -14.01 | 13.28 | 13.01 | 18.91 | -5.03 | 16.13 | 5.43 | 0.68 | 0.34 |
| Sharpe Ratio | NA | 2.00 | 1.23 | 0.45 | 0.66 | NA | NA | … | … | 1.62 | 1.28 | 0.86 | 1.16 | -1.06 | 1.60 | 0.63 | 2.45 | -0.67 | 3.79 | 0.61 | 0.07 | 0.13 |
| Standard Deviation(%) | NA | 8.48 | 9.38 | 10.40 | 10.85 | NA | NA | … | … | 10.25 | 10.63 | 8.25 | 8.40 | 14.59 | 8.29 | 20.10 | 7.12 | 9.62 | 4.10 | 8.61 | 9.08 | 8.12 |
| Draw Down(%) | NA | 7.13 | 10.40 | 21.03 | 23.18 | NA | NA | … | … | 7.13 | 10.40 | 4.26 | 8.09 | 21.03 | 3.64 | 23.18 | 3.62 | 12.59 | 1.38 | 6.61 | 8.23 | 5.23 |
| Yield(%) | 0.00 | 5.86 | 4.18 | 3.93 | 4.52 | 3.33 | 2.50 | … | … | 0.15 | 6.20 | 3.33 | 2.03 | 4.45 | 4.91 | 2.64 | 3.90 | 3.81 | 3.19 | 3.36 | 3.66 | 1.25 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBBEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-2E) |
1.88%
Apr 2021 – Apr 2024 |
3.46%
Sep 2017 – Sep 2022 |
6.50%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBBEX (AMERICAN FUNDS BALANCED PORTFOLIO CLASS R-2E) |
15.58%
Sep 2022 – Sep 2025 |
10.92%
Dec 2016 – Dec 2021 |
9.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart