RLEFX
American Funds American Balanced-R5E
$32.87
-0.10 (-0.30%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 216817.416M |
52 Week High | 33.82 |
52 Week Low | 28.267 |
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Key Data
Symbol | RLEFX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 32.87 |
Price Yesterday | 32.97 |
Market Cap | 216,817.42 |
YTD Return | 3.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.004 |
Overview
52 Week High | 33.82 |
---|---|
52 Week Low | 28.27 |
Market Cap | 216,817.42M |
Shares Outstanding | 6,596.21M |
Income Dividend Yield | 1.41% |
Long Term Dividend Yield | 1.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.49% |
Returns Annualized
One Day | -53.53% |
---|---|
Five Days | 40.33% |
One Months | -23.32% |
Three Months | 9.55% |
Six Months | 32.87% |
Nine Months | 11.11% |
One Year | 14.43% |
Three Years | 4.08% |
Five Years | 7.79% |
Ten Years | -999 |
YTD | 10.55% |
Since Inception | 8.14% |
Returns Total
One Day | -0.30% |
---|---|
Five Days | 0.67% |
One Month | -2.29% |
Three Months | 2.30% |
Six Months | 15.12% |
Nine Months | 8.26% |
One Year | 14.41% |
Three Years | 12.74% |
Five Years | 45.41% |
Ten Years | -999 |
YTD | 3.23% |
Since Inception | 93.05% |
Yearly Returns
2024 | 3.23% |
---|---|
2023 | 14.21% |
2022 | -11.98% |
2021 | 15.97% |
2020 | 11.07% |
2019 | 19.36% |
2018 | -2.58% |
2017 | 15.71% |
2016 | 8.65% |
2015 | -1.21% |
Risk against SP-DA
Alpha | -4.49% |
---|---|
Beta | 0.66 |
Correlation | 96.48% |
Downside Deviation | 1.93% |
Coefficient of determination | 93.09% |
Standard Deviation | 2.32% |
Sharpe Ratio | -1.44 |
Sortino | -5.97 |
Treynor | 13.75 |
Ulcer Index | 2.2 |
Ulcer Performance Index | -5.23 |