RLBAX
American Funds American Balanced-R1
$34.64
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229196.249M |
| 52 Week High | 34.71 |
| 52 Week Low | 28.116 |
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Key Data
| Symbol | RLBAX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.64 |
| Price Yesterday | 34.71 |
| Market Cap | 229,196.25 |
| YTD Return | 9.55% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0133 |
Overview
| 52 Week High | 34.71 |
|---|---|
| 52 Week Low | 28.12 |
| Market Cap | 229,196.25M |
| Shares Outstanding | 6,616.52M |
| Income Dividend Yield | 0.52% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.54% |
Returns Annualized
| One Day | -39.90% |
|---|---|
| Five Days | 87.79% |
| One Months | 47.77% |
| Three Months | 16.92% |
| Six Months | 21.80% |
| Nine Months | 27.26% |
| One Year | 17.95% |
| Three Years | 4.22% |
| Five Years | 7.82% |
| Ten Years | 7.21% |
| YTD | 19.36% |
| Since Inception | 6.77% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.26% |
| One Month | 3.14% |
| Three Months | 3.92% |
| Six Months | 10.18% |
| Nine Months | 19.56% |
| One Year | 17.93% |
| Three Years | 13.14% |
| Five Years | 45.58% |
| Ten Years | 100.29% |
| YTD | 9.55% |
| Since Inception | 324.04% |
Yearly Returns
| 2024 | 9.55% |
|---|---|
| 2023 | 13.13% |
| 2022 | -12.76% |
| 2021 | 14.89% |
| 2020 | 10.03% |
| 2019 | 18.26% |
| 2018 | -3.49% |
| 2017 | 14.56% |
| 2016 | 7.74% |
| 2015 | 0.88% |
Risk against SP-DA
| Alpha | -3.59% |
|---|---|
| Beta | 0.69 |
| Correlation | 96.24% |
| Downside Deviation | 2.14% |
| Coefficient of determination | 92.63% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.34 |
| Sortino | -5.04 |
| Treynor | 18.15 |
| Ulcer Index | 2.32 |
| Ulcer Performance Index | -4.65 |