RLBEX
American Funds American Balanced-R4
$34.90
-0.06 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
Category | Balanced |
---|---|
Market Cap | 229315.346M |
52 Week High | 34.96 |
52 Week Low | 28.186 |
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Key Data
Symbol | RLBEX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 34.9 |
Price Yesterday | 34.96 |
Market Cap | 229,315.35 |
YTD Return | 10.00% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 34.96 |
---|---|
52 Week Low | 28.19 |
Market Cap | 229,315.35M |
Shares Outstanding | 6,570.64M |
Income Dividend Yield | 1.17% |
Long Term Dividend Yield | 1.02% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.19% |
Returns Annualized
One Day | -35.16% |
---|---|
Five Days | 92.46% |
One Months | 49.55% |
Three Months | 17.78% |
Six Months | 22.72% |
Nine Months | 28.21% |
One Year | 18.87% |
Three Years | 4.99% |
Five Years | 8.62% |
Ten Years | 8.01% |
YTD | 20.32% |
Since Inception | 7.65% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | 1.31% |
One Month | 3.24% |
Three Months | 4.10% |
Six Months | 10.59% |
Nine Months | 20.23% |
One Year | 18.85% |
Three Years | 15.64% |
Five Years | 51.02% |
Ten Years | 115.63% |
YTD | 10.00% |
Since Inception | 407.93% |
Yearly Returns
2024 | 10.00% |
---|---|
2023 | 13.96% |
2022 | -12.14% |
2021 | 15.72% |
2020 | 10.85% |
2019 | 19.14% |
2018 | -2.77% |
2017 | 15.43% |
2016 | 8.50% |
2015 | 1.68% |
Risk against SP-DA
Alpha | -2.71% |
---|---|
Beta | 0.69 |
Correlation | 96.46% |
Downside Deviation | 2.08% |
Coefficient of determination | 93.04% |
Standard Deviation | 2.32% |
Sharpe Ratio | -1.23 |
Sortino | -4.73 |
Treynor | 19.43 |
Ulcer Index | 2.25 |
Ulcer Performance Index | -4.37 |