RLBCX
American Funds American Balanced-R3
$32.51
0.15 (0.46%)
Currency in USD / Last Updated: 4/22/2024
Category | Balanced |
---|---|
Market Cap | 217573.814M |
52 Week High | 33.64 |
52 Week Low | 28.185 |
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Key Data
Symbol | RLBCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.51 |
Price Yesterday | 32.36 |
Market Cap | 217,573.81 |
YTD Return | 2.52% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.009 |
Overview
52 Week High | 33.64 |
---|---|
52 Week Low | 28.19 |
Market Cap | 217,573.81M |
Shares Outstanding | 6,692.52M |
Income Dividend Yield | 0.95% |
Long Term Dividend Yield | 1.09% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.04% |
Returns Annualized
One Day | 221.09% |
---|---|
Five Days | -16.96% |
One Months | -32.27% |
Three Months | 9.24% |
Six Months | 29.52% |
Nine Months | 10.36% |
One Year | 12.80% |
Three Years | 3.60% |
Five Years | 7.22% |
Ten Years | 7.31% |
YTD | 8.50% |
Since Inception | 7.06% |
Returns Total
One Day | 0.46% |
---|---|
Five Days | -0.37% |
One Month | -3.04% |
Three Months | 2.23% |
Six Months | 13.68% |
Nine Months | 7.66% |
One Year | 12.74% |
Three Years | 11.15% |
Five Years | 41.64% |
Ten Years | 102.13% |
YTD | 2.52% |
Since Inception | 343.46% |
Yearly Returns
2024 | 2.52% |
---|---|
2023 | 13.61% |
2022 | -12.39% |
2021 | 15.36% |
2020 | 10.51% |
2019 | 18.77% |
2018 | -3.04% |
2017 | 15.05% |
2016 | 8.24% |
2015 | 1.34% |
Risk against SP-DA
Alpha | -4.25% |
---|---|
Beta | 0.65 |
Correlation | 96.38% |
Downside Deviation | 1.93% |
Coefficient of determination | 92.89% |
Standard Deviation | 2.32% |
Sharpe Ratio | -1.3 |
Sortino | -5.41 |
Treynor | 11.34 |
Ulcer Index | 2.23 |
Ulcer Performance Index | -4.68 |