RLBFX
American Funds American Balanced-R5
$35.01
-0.07 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229243.368M |
| 52 Week High | 35.08 |
| 52 Week Low | 28.214 |
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Key Data
| Symbol | RLBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 35.01 |
| Price Yesterday | 35.08 |
| Market Cap | 229,243.37 |
| YTD Return | 10.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.003 |
Overview
| 52 Week High | 35.08 |
|---|---|
| 52 Week Low | 28.21 |
| Market Cap | 229,243.37M |
| Shares Outstanding | 6,547.94M |
| Income Dividend Yield | 1.44% |
| Long Term Dividend Yield | 1.01% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.46% |
Returns Annualized
| One Day | -39.58% |
|---|---|
| Five Days | 92.06% |
| One Months | 49.63% |
| Three Months | 18.06% |
| Six Months | 23.08% |
| Nine Months | 28.60% |
| One Year | 19.20% |
| Three Years | 5.30% |
| Five Years | 8.94% |
| Ten Years | 8.33% |
| YTD | 20.65% |
| Since Inception | 7.97% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.30% |
| One Month | 3.25% |
| Three Months | 4.17% |
| Six Months | 10.75% |
| Nine Months | 20.50% |
| One Year | 19.17% |
| Three Years | 16.66% |
| Five Years | 53.26% |
| Ten Years | 122.20% |
| YTD | 10.16% |
| Since Inception | 442.71% |
Yearly Returns
| 2024 | 10.16% |
|---|---|
| 2023 | 14.30% |
| 2022 | -11.86% |
| 2021 | 16.08% |
| 2020 | 11.15% |
| 2019 | 19.48% |
| 2018 | -2.46% |
| 2017 | 15.77% |
| 2016 | 8.88% |
| 2015 | 1.97% |
Risk against SP-DA
| Alpha | -2.39% |
|---|---|
| Beta | 0.69 |
| Correlation | 96.49% |
| Downside Deviation | 2.09% |
| Coefficient of determination | 93.11% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.19 |
| Sortino | -4.56 |
| Treynor | 19.89 |
| Ulcer Index | 2.24 |
| Ulcer Performance Index | -4.26 |