RLBFX
American Funds American Balanced-R5
$33.88
0.21 (0.62%)
Currency in USD / Last Updated: 3/27/2024
Category | Balanced |
---|---|
Market Cap | 223038.145M |
52 Week High | 33.88 |
52 Week Low | 28.128 |
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Key Data
Symbol | RLBFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.88 |
Price Yesterday | 33.67 |
Market Cap | 223,038.15 |
YTD Return | 6.19% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.003 |
Overview
52 Week High | 33.88 |
---|---|
52 Week Low | 28.13 |
Market Cap | 223,038.15M |
Shares Outstanding | 6,583.18M |
Income Dividend Yield | 1.46% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.51% |
Returns Annualized
One Day | 379.91% |
---|---|
Five Days | 43.14% |
One Months | 43.32% |
Three Months | 26.26% |
Six Months | 37.43% |
Nine Months | 19.55% |
One Year | 20.39% |
Three Years | 6.01% |
Five Years | 8.99% |
Ten Years | 8.43% |
YTD | 28.74% |
Since Inception | 7.90% |
Returns Total
One Day | 0.62% |
---|---|
Five Days | 0.71% |
One Month | 3.04% |
Three Months | 5.90% |
Six Months | 17.07% |
Nine Months | 14.32% |
One Year | 20.37% |
Three Years | 19.09% |
Five Years | 53.71% |
Ten Years | 124.21% |
YTD | 6.19% |
Since Inception | 423.16% |
Yearly Returns
2024 | 6.19% |
---|---|
2023 | 14.29% |
2022 | -11.86% |
2021 | 16.07% |
2020 | 11.15% |
2019 | 19.48% |
2018 | -2.47% |
2017 | 15.77% |
2016 | 8.87% |
2015 | 1.98% |
Risk against SP-DA
Alpha | -3.61% |
---|---|
Beta | 0.65 |
Correlation | 96.44% |
Downside Deviation | 1.95% |
Coefficient of determination | 93.00% |
Standard Deviation | 2.26% |
Sharpe Ratio | -1.75 |
Sortino | -7.03 |
Treynor | 23.28 |
Ulcer Index | 2.12 |
Ulcer Performance Index | -6.47 |