RLBCX
American Funds American Balanced-R3
$34.74
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229257.609M |
| 52 Week High | 34.81 |
| 52 Week Low | 28.117 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | RLBCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.74 |
| Price Yesterday | 34.81 |
| Market Cap | 229,257.61 |
| YTD Return | 9.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 34.81 |
|---|---|
| 52 Week Low | 28.12 |
| Market Cap | 229,257.61M |
| Shares Outstanding | 6,599.24M |
| Income Dividend Yield | 0.91% |
| Long Term Dividend Yield | 1.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.93% |
Returns Annualized
| One Day | -39.82% |
|---|---|
| Five Days | 90.23% |
| One Months | 48.49% |
| Three Months | 17.38% |
| Six Months | 22.32% |
| Nine Months | 27.82% |
| One Year | 18.47% |
| Three Years | 4.67% |
| Five Years | 8.29% |
| Ten Years | 7.68% |
| YTD | 19.94% |
| Since Inception | 7.32% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.28% |
| One Month | 3.18% |
| Three Months | 4.02% |
| Six Months | 10.41% |
| Nine Months | 19.95% |
| One Year | 18.45% |
| Three Years | 14.61% |
| Five Years | 48.77% |
| Ten Years | 109.24% |
| YTD | 9.82% |
| Since Inception | 375.11% |
Yearly Returns
| 2024 | 9.82% |
|---|---|
| 2023 | 13.61% |
| 2022 | -12.40% |
| 2021 | 15.36% |
| 2020 | 10.51% |
| 2019 | 18.77% |
| 2018 | -3.04% |
| 2017 | 15.06% |
| 2016 | 8.24% |
| 2015 | 1.33% |
Risk against SP-DA
| Alpha | -3.11% |
|---|---|
| Beta | 0.69 |
| Correlation | 96.34% |
| Downside Deviation | 2.11% |
| Coefficient of determination | 92.81% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.28 |
| Sortino | -4.87 |
| Treynor | 18.85 |
| Ulcer Index | 2.28 |
| Ulcer Performance Index | -4.51 |