Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLBAX (AMERICAN BALANCED FUND CLASS R-1) | 9.11% | 23.46% | 16.70% | 8.05% | 8.75% | 8.85% | 7.49% | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBAX (AMERICAN BALANCED FUND CLASS R-1) | 06/10/2002 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 23.46 | 16.70 | 8.05 | 8.75 | 8.85 | 7.49 | … | … | 9.11 | 17.55 | 14.11 | 13.14 | -13.30 | 11.32 | 6.69 | 18.26 | -3.48 | 14.56 | 7.74 | 0.88 | 8.05 | 20.77 | 13.28 | 3.09 | 12.23 | 20.22 | -26.30 | 5.74 | 10.91 | 2.24 | 7.67 | 21.13 | -7.76 |
| Sharpe Ratio | NA | 2.51 | 1.42 | 0.52 | 0.66 | NA | NA | … | … | 2.10 | 1.30 | 1.20 | 1.15 | -1.02 | 1.32 | 0.33 | 2.44 | -0.51 | 3.51 | 1.00 | 0.09 | 1.08 | 2.52 | 1.51 | 0.20 | 1.13 | 1.17 | -1.13 | 0.27 | 1.16 | 0.00 | 0.98 | 1.96 | -0.76 |
| Standard Deviation(%) | NA | 8.73 | 9.73 | 10.65 | 10.78 | NA | NA | … | … | 10.15 | 11.32 | 8.75 | 8.29 | 14.55 | 8.56 | 19.54 | 6.89 | 9.50 | 3.98 | 7.52 | 9.43 | 7.45 | 8.21 | 8.85 | 15.36 | 10.78 | 17.21 | 23.98 | 9.55 | 6.49 | 6.25 | 6.86 | 10.40 | 18.92 |
| Draw Down(%) | NA | 7.08 | 10.77 | 20.95 | 22.35 | NA | NA | … | … | 7.08 | 10.77 | 4.60 | 7.32 | 19.72 | 4.13 | 22.35 | 3.54 | 10.74 | 1.52 | 5.70 | 8.14 | 4.91 | 5.27 | 6.60 | 11.87 | 9.33 | 19.19 | 35.20 | 5.67 | 4.81 | 4.65 | 5.03 | 10.15 | 18.81 |
| Yield(%) | 0.00 | 7.95 | 6.23 | 3.67 | 4.28 | 5.05 | 4.61 | … | … | 0.10 | 8.25 | 6.99 | 1.86 | 0.79 | 0.52 | 0.67 | 3.75 | 4.86 | 5.04 | 3.68 | 4.63 | 6.73 | 1.00 | 1.24 | 1.44 | 1.55 | 2.17 | 2.90 | 4.26 | 4.07 | 3.31 | 3.54 | 1.19 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBAX (AMERICAN BALANCED FUND CLASS R-1) |
-9.44%
Feb 2006 – Feb 2009 |
-4.24%
Feb 2004 – Feb 2009 |
5.22%
Oct 2013 – Oct 2023 |
4.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBAX (AMERICAN BALANCED FUND CLASS R-1) |
19.24%
Feb 2009 – Feb 2012 |
16.99%
Feb 2009 – Feb 2014 |
11.62%
Feb 2009 – Feb 2019 |
9.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart