RLBGX
American Funds American Balanced-R6
$33.86
0.02 (0.06%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced |
---|---|
Market Cap | 223171.941M |
52 Week High | 33.86 |
52 Week Low | 28.094 |
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Key Data
Symbol | RLBGX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 33.86 |
Price Yesterday | 33.84 |
Market Cap | 223,171.94 |
YTD Return | 6.24% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0025 |
Overview
52 Week High | 33.86 |
---|---|
52 Week Low | 28.09 |
Market Cap | 223,171.94M |
Shares Outstanding | 6,591.02M |
Income Dividend Yield | 1.50% |
Long Term Dividend Yield | 1.05% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.55% |
Returns Annualized
One Day | 16.07% |
---|---|
Five Days | 12.68% |
One Months | 41.22% |
Three Months | 28.46% |
Six Months | 37.22% |
Nine Months | 18.74% |
One Year | 18.37% |
Three Years | 6.24% |
Five Years | 8.93% |
Ten Years | 8.39% |
YTD | 28.46% |
Since Inception | 10.73% |
Returns Total
One Day | 0.06% |
---|---|
Five Days | 0.24% |
One Month | 2.77% |
Three Months | 6.24% |
Six Months | 16.83% |
Nine Months | 13.58% |
One Year | 18.11% |
Three Years | 19.82% |
Five Years | 53.23% |
Ten Years | 123.37% |
YTD | 6.24% |
Since Inception | 355.60% |
Yearly Returns
2024 | 6.24% |
---|---|
2023 | 14.36% |
2022 | -11.83% |
2021 | 16.11% |
2020 | 11.22% |
2019 | 19.55% |
2018 | -2.42% |
2017 | 15.85% |
2016 | 8.89% |
2015 | 2.02% |
Risk against SP-DA
Alpha | -3.78% |
---|---|
Beta | 0.65 |
Correlation | 96.95% |
Downside Deviation | 1.95% |
Coefficient of determination | 93.99% |
Standard Deviation | 2.26% |
Sharpe Ratio | -1.78 |
Sortino | -7.15 |
Treynor | 23.4 |
Ulcer Index | 2.11 |
Ulcer Performance Index | -6.58 |