Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLBEX (AMERICAN BALANCED FUND CLASS R-4) | 8.44% | 8.71% | 9.61% | 6.95% | 7.47% | 9.00% | 7.21% | 7.26% |
Data as of 07/30/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBEX (AMERICAN BALANCED FUND CLASS R-4) | 06/10/2002 | 07/30/2025 |
| 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 (%) | -0.08 | 8.71 | 9.61 | 6.95 | 7.47 | 9.00 | 7.21 | 7.26 | 8.44 | 9.48 | 13.97 | -12.69 | 12.14 | 7.50 | 19.15 | -2.77 | 15.44 | 8.50 | 1.68 | 8.86 | 21.68 | 14.15 | 3.80 | 13.01 | 21.10 | -25.74 | 6.50 | 11.78 | 3.03 | 8.34 | 21.94 | -7.69 |
| Sharpe Ratio | NA | 0.54 | 0.64 | 0.46 | 0.56 | NA | NA | 0.52 | 0.97 | 0.30 | 1.18 | -0.97 | 1.42 | 0.37 | 2.56 | -0.43 | 3.77 | 1.10 | 0.18 | 1.19 | 2.63 | 1.61 | 0.25 | 1.20 | 1.22 | -1.11 | 0.37 | 1.32 | 0.14 | 1.08 | 2.04 | -0.75 |
| Standard Deviation(%) | NA | 12.61 | 10.99 | 10.84 | 10.94 | NA | NA | 11.74 | 13.36 | 9.71 | 8.33 | 14.54 | 8.54 | 19.56 | 6.92 | 9.52 | 3.95 | 7.56 | 9.42 | 7.45 | 8.22 | 8.84 | 15.32 | 10.80 | 17.24 | 23.98 | 9.57 | 6.47 | 6.24 | 6.88 | 10.41 | 18.93 |
| Draw Down(%) | NA | 13.19 | 13.19 | 20.43 | 22.34 | NA | NA | 40.24 | 10.65 | 7.36 | 7.13 | 19.28 | 4.08 | 22.34 | 3.48 | 10.47 | 1.48 | 5.67 | 7.93 | 4.85 | 5.20 | 6.42 | 11.64 | 9.33 | 19.11 | 34.75 | 5.60 | 4.72 | 4.54 | 4.91 | 10.21 | 18.75 |
| Yield(%) | 0.00 | 1.73 | 2.06 | 1.81 | 3.60 | 5.05 | 4.41 | 4.79 | 0.31 | 2.22 | 2.60 | 1.41 | 1.26 | 1.37 | 4.54 | 5.59 | 5.83 | 4.43 | 5.36 | 7.48 | 1.81 | 2.06 | 2.20 | 2.17 | 2.91 | 3.52 | 5.00 | 4.84 | 4.08 | 4.12 | 1.82 | 0.00 |
Data as of 07/30/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBEX (AMERICAN BALANCED FUND CLASS R-4) |
-8.78%
Feb 2006 - Feb 2009 |
-3.56%
Feb 2004 - Feb 2009 |
6.00%
Oct 2013 - Oct 2023 |
5.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBEX (AMERICAN BALANCED FUND CLASS R-4) |
20.11%
Feb 2009 - Feb 2012 |
17.85%
Feb 2009 - Feb 2014 |
12.45%
Feb 2009 - Feb 2019 |
10.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart