Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) | -0.06% | 3.26% | 6.32% | 5.92% | 5.85% | 7.54% | 6.18% | 6.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) | 06/10/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.29 | 3.26 | 6.32 | 5.92 | 5.85 | 7.54 | 6.18 | 6.43 | -0.06 | 8.65 | 13.12 | -13.32 | 11.29 | 6.70 | 18.24 | -3.46 | 14.58 | 7.75 | 0.98 | 8.03 | 20.87 | 13.31 | 3.06 | 12.33 | 20.14 | -26.33 | 5.71 | 10.90 | 2.32 | 7.70 | 21.16 | -7.76 |
| Sharpe Ratio | NA | -0.24 | 0.17 | 0.29 | 0.38 | NA | NA | 0.42 | -0.20 | 0.21 | 1.08 | -1.02 | 1.31 | 0.33 | 2.43 | -0.50 | 3.55 | 1.00 | 0.10 | 1.07 | 2.54 | 1.51 | 0.20 | 1.13 | 1.16 | -1.13 | 0.29 | 1.18 | 0.02 | 0.98 | 1.97 | -0.76 |
| Standard Deviation(%) | NA | 12.67 | 11.57 | 11.06 | 10.93 | NA | NA | 11.78 | 15.83 | 9.77 | 8.31 | 14.53 | 8.57 | 19.57 | 6.92 | 9.55 | 3.95 | 7.54 | 9.43 | 7.46 | 8.19 | 8.86 | 15.36 | 10.79 | 17.21 | 23.96 | 9.53 | 6.51 | 6.24 | 6.87 | 10.37 | 18.96 |
| Draw Down(%) | NA | 13.53 | 13.53 | 20.94 | 22.38 | NA | NA | 40.91 | 10.87 | 7.40 | 7.28 | 19.72 | 4.15 | 22.38 | 3.58 | 10.75 | 1.52 | 5.74 | 8.08 | 4.87 | 5.21 | 6.54 | 11.90 | 9.29 | 19.21 | 35.21 | 5.62 | 4.81 | 4.60 | 5.08 | 10.09 | 18.76 |
| Yield(%) | 0.00 | 1.22 | 1.36 | 1.14 | 2.79 | 3.85 | 3.58 | 3.92 | 0.00 | 1.44 | 1.86 | 0.76 | 0.51 | 0.65 | 3.75 | 4.88 | 5.07 | 3.68 | 4.68 | 6.75 | 1.05 | 1.28 | 1.47 | 1.59 | 2.12 | 2.85 | 4.23 | 4.07 | 3.32 | 3.56 | 1.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) |
-9.45%
Feb 2006 - Feb 2009 |
-4.24%
Feb 2004 - Feb 2009 |
5.23%
Oct 2013 - Oct 2023 |
4.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) |
19.24%
Feb 2009 - Feb 2012 |
17.00%
Feb 2009 - Feb 2014 |
11.64%
Feb 2009 - Feb 2019 |
9.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart