Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLEFX (AMERICAN BALANCED FUND CLASS R-5E) | 9.50% | 24.14% | 17.77% | 9.74% | 10.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLEFX (AMERICAN BALANCED FUND CLASS R-5E) | 11/23/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 24.14 | 17.77 | 9.74 | 10.48 | NA | NA | … | … | 9.50 | 18.66 | 15.16 | 14.22 | -12.00 | 15.96 | 11.10 | 19.36 | -2.58 | 15.71 | 8.65 | -1.17 |
| Sharpe Ratio | NA | 2.65 | 1.53 | 0.70 | 0.83 | NA | NA | … | … | 2.22 | 1.40 | 1.32 | 1.28 | -0.94 | 1.99 | 0.55 | 2.60 | -0.42 | 3.77 | 1.12 | -1.07 |
| Standard Deviation(%) | NA | 8.69 | 9.73 | 10.53 | 10.70 | NA | NA | … | … | 10.12 | 11.31 | 8.75 | 8.30 | 14.41 | 7.99 | 19.47 | 6.88 | 9.51 | 4.01 | 7.54 | 10.19 |
| Draw Down(%) | NA | 7.00 | 10.65 | 18.68 | 22.33 | NA | NA | … | … | 7.00 | 10.65 | 4.54 | 7.11 | 18.68 | 3.59 | 22.33 | 3.48 | 10.42 | 1.17 | 5.63 | 2.97 |
| Yield(%) | 0.00 | 8.83 | 7.24 | 5.29 | 6.22 | 4.38 | 3.29 | … | … | 0.33 | 9.19 | 7.94 | 2.81 | 2.13 | 4.98 | 4.76 | 4.76 | 5.75 | 6.09 | 4.58 | 3.83 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLEFX (AMERICAN BALANCED FUND CLASS R-5E) |
3.57%
Sep 2019 – Sep 2022 |
4.99%
Sep 2017 – Sep 2022 |
9.66%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLEFX (AMERICAN BALANCED FUND CLASS R-5E) |
18.23%
May 2023 – May 2026 |
11.63%
Oct 2016 – Oct 2021 |
10.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart