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USD
American Funds American Balanced R-6 (RLBGX)
40.16
-0.06
(-0.15%)
At close: November 2 at 6:48:47 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.36% |
|---|---|
| 5y Average Return | 8.99% |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 22.12% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 22.12% |
| Worst 3Y Total Return | 4.42% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RLBGX
Category
- YTD
- 7.15%
- 9.69%
- 1-Month
- -2.45%
- 0.91%
- 3-Month
- -2.80%
- 5.21%
- 1-Year
- 11.35%
- 27.06%
- 3-Year
- 17.32%
- 11.00%
- 5-Year
- 9.55%
- 10.26%
- 10-Year
- 10.16%
- 8.34%
- Last Bull Market
- 24.44%
- 15.58%
- Last Bear Market
- -9.83%
- -12.16%
Annual Total Return (%) History
Year
RLBGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.08% | 11.44% | -2.80% | -- |
|
2025
|
-0.15% | 8.44% | 5.64% | 3.92% |
|
2024
|
6.24% | 2.50% | 5.44% | 0.41% |
|
2023
|
2.87% | 3.99% | -2.78% | 9.96% |
|
2022
|
-3.94% | -9.83% | -5.87% | 8.15% |
|
2021
|
3.82% | 5.52% | -0.51% | 6.54% |
|
2020
|
-11.58% | 12.04% | 4.21% | 7.72% |
|
2019
|
7.95% | 2.91% | 1.54% | 5.98% |
|
2018
|
-1.15% | 2.19% | 3.36% | -6.54% |
|
2017
|
4.30% | 2.43% | 3.67% | 4.59% |
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 69 |
|---|---|
| 3-Month | 91 |
| 1-Year | 15 |
| 3-Year | 6 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 11.35% |
| 3-Year | 17.32% |
|---|---|
| 5-Year | 9.55% |
| 10-Year | 10.16% |
Performance & Risk
| YTD Return | 8.36% |
| 5y Average Return | 8.99% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Capital Group |
| Net Assets | 276.87B |
| YTD Return | 7.15% |
| Yield | 2.14% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
