Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) | 7.44% | 21.99% | 17.12% | 8.64% | 9.63% | 9.88% | 8.50% | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) | 06/07/2002 | 06/05/2026 |
| 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 (%) | -1.98 | 21.99 | 17.12 | 8.64 | 9.63 | 9.88 | 8.50 | … | … | 7.44 | 18.75 | 15.31 | 14.30 | -12.42 | 12.50 | 7.81 | 19.48 | -2.47 | 15.77 | 8.87 | 1.98 | 9.15 | 22.05 | 14.51 | 4.11 | 13.32 | 21.45 | -25.52 | 6.87 | 12.09 | 3.38 | 8.57 | 23.16 | -6.73 |
| Sharpe Ratio | NA | 2.17 | 1.42 | 0.57 | 0.74 | NA | NA | … | … | 1.51 | 1.41 | 1.34 | 1.29 | -0.96 | 1.46 | 0.39 | 2.61 | -0.41 | 3.84 | 1.15 | 0.21 | 1.23 | 2.69 | 1.65 | 0.27 | 1.23 | 1.24 | -1.10 | 0.39 | 1.34 | 0.18 | 1.10 | 2.15 | -0.67 |
| Standard Deviation(%) | NA | 8.93 | 9.79 | 10.68 | 10.80 | NA | NA | … | … | 10.39 | 11.33 | 8.74 | 8.32 | 14.55 | 8.56 | 19.55 | 6.91 | 9.51 | 3.95 | 7.52 | 9.43 | 7.44 | 8.20 | 8.84 | 15.30 | 10.74 | 17.20 | 23.94 | 9.59 | 6.50 | 6.23 | 6.88 | 10.42 | 18.81 |
| Draw Down(%) | NA | 6.98 | 10.63 | 20.21 | 22.30 | NA | NA | … | … | 6.98 | 10.63 | 4.53 | 7.10 | 19.10 | 4.02 | 22.30 | 3.47 | 10.41 | 1.47 | 5.62 | 7.84 | 4.80 | 5.16 | 6.40 | 11.60 | 9.25 | 19.08 | 34.59 | 5.59 | 4.75 | 4.48 | 4.84 | 9.49 | 18.67 |
| Yield(%) | 0.00 | 8.91 | 7.33 | 4.64 | 5.47 | 6.58 | 6.01 | … | … | 0.35 | 9.27 | 8.03 | 2.90 | 1.68 | 1.61 | 1.66 | 4.85 | 5.87 | 6.13 | 4.71 | 5.64 | 7.77 | 2.13 | 2.36 | 2.50 | 2.47 | 3.24 | 3.77 | 5.30 | 5.13 | 4.36 | 4.35 | 2.82 | 0.71 |
Data as of 06/05/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) |
-8.50%
Feb 2006 – Feb 2009 |
-3.28%
Feb 2004 – Feb 2009 |
6.32%
Oct 2013 – Oct 2023 |
5.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) |
20.48%
Feb 2009 – Feb 2012 |
18.20%
Feb 2009 – Feb 2014 |
12.78%
Feb 2009 – Feb 2019 |
10.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart