RLBAX
American Funds American Balanced-R1
$32.73
0.32 (0.99%)
Currency in USD / Last Updated: 4/23/2024
Category | Balanced |
---|---|
Market Cap | 217685.59M |
52 Week High | 33.55 |
52 Week Low | 28.155 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | RLBAX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.73 |
Price Yesterday | 32.41 |
Market Cap | 217,685.59 |
YTD Return | 3.37% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0132 |
Overview
52 Week High | 33.55 |
---|---|
52 Week Low | 28.16 |
Market Cap | 217,685.59M |
Shares Outstanding | 6,650.95M |
Income Dividend Yield | 0.55% |
Long Term Dividend Yield | 1.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.63% |
Returns Annualized
One Day | 1,092.19% |
---|---|
Five Days | 40.53% |
One Months | -22.72% |
Three Months | 12.76% |
Six Months | 31.57% |
Nine Months | 11.26% |
One Year | 13.35% |
Three Years | 3.28% |
Five Years | 6.85% |
Ten Years | 6.93% |
YTD | 11.31% |
Since Inception | 6.55% |
Returns Total
One Day | 0.99% |
---|---|
Five Days | 0.68% |
One Month | -2.12% |
Three Months | 3.04% |
Six Months | 14.56% |
Nine Months | 8.37% |
One Year | 13.33% |
Three Years | 10.14% |
Five Years | 39.18% |
Ten Years | 95.19% |
YTD | 3.37% |
Since Inception | 300.07% |
Yearly Returns
2024 | 3.37% |
---|---|
2023 | 13.13% |
2022 | -12.76% |
2021 | 14.89% |
2020 | 10.03% |
2019 | 18.26% |
2018 | -3.48% |
2017 | 14.56% |
2016 | 7.74% |
2015 | 0.88% |
Risk against SP-DA
Alpha | -4.59% |
---|---|
Beta | 0.65 |
Correlation | 96.46% |
Downside Deviation | 1.95% |
Coefficient of determination | 93.04% |
Standard Deviation | 2.32% |
Sharpe Ratio | -1.4 |
Sortino | -5.78 |
Treynor | 12.21 |
Ulcer Index | 2.27 |
Ulcer Performance Index | -4.96 |