Select Page
Performance Comparison
Comparison Box

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) 8.47% 9.49% 10.35% 7.07% 7.57% 8.99% 7.24% 7.26%
Data as of 07/24/2025, 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 07/24/2025
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 (%) 0.62 9.49 10.35 7.07 7.57 8.99 7.24 7.26 8.47 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 0.31 0.69 0.45 0.54 NA NA 0.51 0.86 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 12.73 11.03 10.84 10.94 NA NA 11.75 13.58 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 1.74 2.10 1.82 3.63 5.04 4.43 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 07/24/2025, 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