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USD
American Funds American Balanced R-6 (RLBGX)
40.22
-0.30
(-0.74%)
At close: 8:07:32 AM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.12% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
RLBGX | Category Average | RLBGX | Category Average | RLBGX | Category Average |
|
Alpha
|
3.86 | -0.01 | 3.54 | -0.01 | 2.58 | -0 |
|
BETA
|
0.95 | 0.01 | 0.96 | 0.01 | 0.95 | 0.01 |
|
Mean Annual Return
|
1.37 | 0.01 | 0.81 | 0.01 | 0.85 | 0.01 |
|
R-squared
|
88.92 | 0.93 | 93.12 | 0.92 | 94.27 | 0.92 |
|
Standard Deviation
|
9.16 | 0.13 | 11.01 | 0.1 | 9.98 | 0.09 |
|
Sharpe Ratio
|
1.31 | 0.01 | 0.53 | 0.01 | 0.77 | 0.01 |
|
Treynor Ratio
|
13.34 | 0.09 | 5.78 | 0.09 | 7.98 | 0.07 |
