Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) | 7.50% | 7.43% | 9.56% | 7.00% | 7.69% | 9.15% | 7.48% | 7.61% |
Data as of 08/01/2025, AR inception is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBFX (AMERICAN BALANCED FUND CLASS R-5) | 06/07/2002 | 08/01/2025 |
| 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 (%) | -1.18 | 7.43 | 9.56 | 7.00 | 7.69 | 9.15 | 7.48 | 7.61 | 7.50 | 9.83 | 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 | 0.56 | 0.67 | 0.49 | 0.59 | NA | NA | 0.55 | 0.98 | 0.33 | 1.22 | -0.95 | 1.46 | 0.39 | 2.62 | -0.40 | 3.85 | 1.15 | 0.21 | 1.23 | 2.69 | 1.65 | 0.27 | 1.23 | 1.24 | -1.10 | 0.41 | 1.36 | 0.19 | 1.11 | 2.16 | -0.67 |
| Standard Deviation(%) | NA | 12.62 | 10.99 | 10.85 | 10.94 | NA | NA | 11.73 | 13.40 | 9.70 | 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 | 13.09 | 13.09 | 20.21 | 22.30 | NA | NA | 39.99 | 10.63 | 7.32 | 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 | 1.94 | 2.34 | 2.12 | 3.93 | 5.43 | 4.80 | 5.28 | 0.38 | 2.54 | 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 08/01/2025, 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 |
|---|---|---|---|---|
| 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