Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) | 7.53% | 7.48% | 9.61% | 7.04% | 7.69% | 9.17% | NA | 10.11% |
Data as of 08/01/2025, AR inception is 05/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) | 05/01/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 7.48 | 9.61 | 7.04 | 7.69 | 9.17 | NA | 10.11 | 7.53 | 9.87 | 14.38 | -12.38 | 12.53 | 7.87 | 19.55 | -2.42 | 15.85 | 8.37 | 2.03 | 9.22 | 22.12 | 14.57 | 4.16 | 13.39 | 20.50 |
| Sharpe Ratio | NA | 0.35 | 0.57 | 0.46 | 0.57 | NA | NA | 0.84 | 0.78 | 0.34 | 1.23 | -0.95 | 1.47 | 0.39 | 2.62 | -0.39 | 3.89 | 1.07 | 0.21 | 1.24 | 2.68 | 1.65 | 0.27 | 1.23 | 2.79 |
| Standard Deviation(%) | NA | 12.49 | 10.97 | 10.85 | 10.95 | NA | NA | 10.74 | 13.19 | 9.72 | 8.32 | 14.57 | 8.53 | 19.57 | 6.92 | 9.52 | 3.93 | 7.60 | 9.45 | 7.42 | 8.24 | 8.85 | 15.32 | 10.78 | 11.47 |
| Draw Down(%) | NA | 13.08 | 13.08 | 20.18 | 22.30 | NA | NA | 22.30 | 10.65 | 7.31 | 7.09 | 19.08 | 4.01 | 22.30 | 3.48 | 10.41 | 1.47 | 5.62 | 7.87 | 4.80 | 5.15 | 6.41 | 11.59 | 9.24 | 3.98 |
| Yield(%) | 0.00 | 1.99 | 2.40 | 2.18 | 3.94 | 5.47 | 5.16 | 6.45 | 0.40 | 2.60 | 2.96 | 1.73 | 1.67 | 1.71 | 4.91 | 5.93 | 6.19 | 4.27 | 5.69 | 7.82 | 2.18 | 2.41 | 2.55 | 2.53 | 1.59 |
Data as of 08/01/2025, AR inception is 05/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) |
1.39%
Sep 2019 - Sep 2022 |
3.71%
Sep 2017 - Sep 2022 |
6.32%
Oct 2013 - Oct 2023 |
8.50%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) |
16.91%
Sep 2011 - Sep 2014 |
15.16%
Jun 2009 - Jun 2014 |
11.32%
Jun 2009 - Jun 2019 |
9.98%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart