RLBEX
American Funds American Balanced-R4
$33.79
0.02 (0.06%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 223175.522M |
52 Week High | 33.79 |
52 Week Low | 28.131 |
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Key Data
Symbol | RLBEX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.79 |
Price Yesterday | 33.77 |
Market Cap | 223,175.52 |
YTD Return | 6.17% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.006 |
Overview
52 Week High | 33.79 |
---|---|
52 Week Low | 28.13 |
Market Cap | 223,175.52M |
Shares Outstanding | 6,604.78M |
Income Dividend Yield | 1.19% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.24% |
Returns Annualized
One Day | 16.11% |
---|---|
Five Days | 12.70% |
One Months | 40.89% |
Three Months | 28.08% |
Six Months | 36.74% |
Nine Months | 18.32% |
One Year | 17.96% |
Three Years | 5.87% |
Five Years | 8.56% |
Ten Years | 8.01% |
YTD | 28.08% |
Since Inception | 7.57% |
Returns Total
One Day | 0.06% |
---|---|
Five Days | 0.24% |
One Month | 2.76% |
Three Months | 6.17% |
Six Months | 16.63% |
Nine Months | 13.28% |
One Year | 17.71% |
Three Years | 18.57% |
Five Years | 50.60% |
Ten Years | 115.66% |
YTD | 6.17% |
Since Inception | 390.21% |
Yearly Returns
2024 | 6.17% |
---|---|
2023 | 13.96% |
2022 | -12.14% |
2021 | 15.72% |
2020 | 10.85% |
2019 | 19.15% |
2018 | -2.77% |
2017 | 15.43% |
2016 | 8.49% |
2015 | 1.68% |
Risk against SP-DA
Alpha | -4.20% |
---|---|
Beta | 0.65 |
Correlation | 96.82% |
Downside Deviation | 1.94% |
Coefficient of determination | 93.75% |
Standard Deviation | 2.27% |
Sharpe Ratio | -1.82 |
Sortino | -7.38 |
Treynor | 22.77 |
Ulcer Index | 2.14 |
Ulcer Performance Index | -6.7 |