RLBBX
American Funds American Balanced-R2
$32.77
0.32 (0.99%)
Currency in USD / Last Updated: 4/23/2024
Category | Balanced |
---|---|
Market Cap | 217750.754M |
52 Week High | 33.59 |
52 Week Low | 28.195 |
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Key Data
Symbol | RLBBX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.77 |
Price Yesterday | 32.45 |
Market Cap | 217,750.75 |
YTD Return | 3.39% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0075 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0134 |
Overview
52 Week High | 33.59 |
---|---|
52 Week Low | 28.20 |
Market Cap | 217,750.75M |
Shares Outstanding | 6,644.82M |
Income Dividend Yield | 0.54% |
Long Term Dividend Yield | 1.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.62% |
Returns Annualized
One Day | 1,088.58% |
---|---|
Five Days | 40.47% |
One Months | -22.42% |
Three Months | 12.88% |
Six Months | 31.62% |
Nine Months | 11.29% |
One Year | 13.37% |
Three Years | 3.28% |
Five Years | 6.85% |
Ten Years | 6.94% |
YTD | 11.40% |
Since Inception | 6.64% |
Returns Total
One Day | 0.99% |
---|---|
Five Days | 0.68% |
One Month | -2.09% |
Three Months | 3.07% |
Six Months | 14.58% |
Nine Months | 8.39% |
One Year | 13.35% |
Three Years | 10.12% |
Five Years | 39.17% |
Ten Years | 95.37% |
YTD | 3.39% |
Since Inception | 306.98% |
Yearly Returns
2024 | 3.39% |
---|---|
2023 | 13.11% |
2022 | -12.78% |
2021 | 14.86% |
2020 | 10.03% |
2019 | 18.24% |
2018 | -3.46% |
2017 | 14.57% |
2016 | 7.74% |
2015 | 0.97% |
Risk against SP-DA
Alpha | -4.61% |
---|---|
Beta | 0.65 |
Correlation | 96.45% |
Downside Deviation | 1.95% |
Coefficient of determination | 93.03% |
Standard Deviation | 2.33% |
Sharpe Ratio | -1.4 |
Sortino | -5.78 |
Treynor | 12.2 |
Ulcer Index | 2.27 |
Ulcer Performance Index | -4.96 |