Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLBCX (AMERICAN BALANCED FUND CLASS R-3) | 7.14% | 7.34% | 10.37% | 6.97% | 7.18% | 9.01% | 6.91% | 6.90% |
Data as of 07/02/2025, AR inception is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBCX (AMERICAN BALANCED FUND CLASS R-3) | 06/07/2002 | 07/02/2025 |
| 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 (%) | 1.50 | 7.34 | 10.37 | 6.97 | 7.18 | 9.01 | 6.91 | 6.90 | 7.14 | 9.14 | 13.62 | -12.94 | 11.78 | 7.16 | 18.77 | -3.04 | 15.06 | 8.25 | 1.34 | 8.52 | 21.33 | 13.83 | 3.49 | 12.64 | 20.74 | -25.94 | 6.22 | 11.43 | 2.83 | 8.06 | 21.51 | -7.63 |
| Sharpe Ratio | NA | 0.29 | 0.59 | 0.49 | 0.52 | NA | NA | 0.49 | 0.78 | 0.26 | 1.14 | -0.99 | 1.37 | 0.35 | 2.51 | -0.46 | 3.67 | 1.07 | 0.14 | 1.14 | 2.59 | 1.57 | 0.23 | 1.16 | 1.20 | -1.12 | 0.34 | 1.26 | 0.10 | 1.03 | 2.00 | -0.74 |
| Standard Deviation(%) | NA | 12.79 | 11.08 | 10.88 | 10.95 | NA | NA | 11.76 | 14.21 | 9.74 | 8.32 | 14.56 | 8.57 | 19.56 | 6.91 | 9.49 | 3.95 | 7.51 | 9.44 | 7.46 | 8.21 | 8.87 | 15.31 | 10.79 | 17.19 | 23.96 | 9.52 | 6.51 | 6.28 | 6.88 | 10.40 | 18.95 |
| Draw Down(%) | NA | 13.28 | 13.28 | 20.64 | 22.33 | NA | NA | 40.46 | 10.71 | 7.36 | 7.20 | 19.45 | 4.10 | 22.33 | 3.53 | 10.54 | 1.48 | 5.65 | 7.99 | 4.86 | 5.24 | 6.48 | 11.70 | 9.38 | 19.14 | 34.89 | 5.61 | 4.80 | 4.54 | 4.97 | 10.15 | 18.75 |
| Yield(%) | 0.00 | 1.51 | 1.85 | 1.56 | 3.32 | 4.86 | 4.09 | 4.38 | 0.24 | 1.91 | 2.30 | 1.15 | 0.97 | 1.08 | 4.22 | 5.30 | 5.53 | 4.13 | 5.07 | 7.19 | 1.49 | 1.72 | 1.89 | 1.87 | 2.63 | 3.30 | 4.73 | 4.56 | 3.83 | 3.90 | 1.55 | 0.00 |
Data as of 07/02/2025, AR inception is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBCX (AMERICAN BALANCED FUND CLASS R-3) |
-9.00%
Feb 2006 - Feb 2009 |
-3.80%
Feb 2004 - Feb 2009 |
5.68%
Oct 2013 - Oct 2023 |
5.23%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBCX (AMERICAN BALANCED FUND CLASS R-3) |
19.73%
Feb 2009 - Feb 2012 |
17.48%
Feb 2009 - Feb 2014 |
12.11%
Feb 2009 - Feb 2019 |
10.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart