RLBGX
American Funds American Balanced-R6
$34.98
-0.06 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 229311.037M |
| 52 Week High | 35.04 |
| 52 Week Low | 28.173 |
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Key Data
| Symbol | RLBGX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 34.98 |
| Price Yesterday | 35.04 |
| Market Cap | 229,311.04 |
| YTD Return | 10.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0025 |
Overview
| 52 Week High | 35.04 |
|---|---|
| 52 Week Low | 28.17 |
| Market Cap | 229,311.04M |
| Shares Outstanding | 6,555.49M |
| Income Dividend Yield | 1.49% |
| Long Term Dividend Yield | 1.01% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.51% |
Returns Annualized
| One Day | -35.10% |
|---|---|
| Five Days | 92.17% |
| One Months | 49.91% |
| Three Months | 18.28% |
| Six Months | 23.16% |
| Nine Months | 28.69% |
| One Year | 19.27% |
| Three Years | 5.36% |
| Five Years | 9.00% |
| Ten Years | 8.39% |
| YTD | 20.73% |
| Since Inception | 10.80% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 1.30% |
| One Month | 3.26% |
| Three Months | 4.21% |
| Six Months | 10.78% |
| Nine Months | 20.56% |
| One Year | 19.25% |
| Three Years | 16.85% |
| Five Years | 53.70% |
| Ten Years | 123.30% |
| YTD | 10.20% |
| Since Inception | 372.58% |
Yearly Returns
| 2024 | 10.20% |
|---|---|
| 2023 | 14.36% |
| 2022 | -11.83% |
| 2021 | 16.11% |
| 2020 | 11.22% |
| 2019 | 19.55% |
| 2018 | -2.42% |
| 2017 | 15.85% |
| 2016 | 8.89% |
| 2015 | 2.03% |
Risk against SP-DA
| Alpha | -2.35% |
|---|---|
| Beta | 0.7 |
| Correlation | 96.58% |
| Downside Deviation | 2.08% |
| Coefficient of determination | 93.27% |
| Standard Deviation | 2.32% |
| Sharpe Ratio | -1.18 |
| Sortino | -4.53 |
| Treynor | 19.96 |
| Ulcer Index | 2.23 |
| Ulcer Performance Index | -4.24 |