American Funds Moderate Gr & Inc R-5 (RBAFX)

15.81 -0.03 (-0.19%) USD  |  Jan 27 2023

RBAFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
American Funds Moderate Gr & Inc R-5
18.60%
6.86%
0.85%
6.20%
16.99%
-4.27%
19.80%
13.48%
14.15%
-13.31%
4.36%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
6.11%
Hartford Moderate Allocation R3
9.23%
0.23%
-3.09%
4.26%
14.36%
-6.23%
17.69%
10.73%
9.23%
-15.31%
4.98%
JHancock Multi-Index Lifestyle Bal R6
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6.29%
-1.58%
8.66%
13.70%
-5.64%
19.48%
12.17%
11.79%
-15.42%
5.64%
Principal SAM Balanced R3
16.82%
6.01%
-1.43%
6.04%
14.44%
-5.65%
19.25%
10.60%
12.92%
-16.62%
5.48%
Russell Inv LifePoints Balanced Strat R4
12.18%
4.57%
-2.40%
8.82%
10.29%
-6.32%
13.84%
4.34%
13.38%
-15.97%
5.95%
As of January 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
American Funds Moderate Gr & Inc R-5
4.36%
8.88%
3.62%
-4.23%
5.40%
5.06%
7.51%
--
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8.40%
S&P 500 Total Return
6.42%
7.40%
2.06%
-4.35%
9.63%
9.13%
12.63%
9.95%
10.33%
9.91%
Hartford Moderate Allocation R3
4.92%
8.53%
2.60%
-5.98%
2.45%
2.59%
3.92%
3.82%
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4.50%
JHancock Multi-Index Lifestyle Bal R6
5.41%
9.39%
3.00%
-5.15%
3.83%
3.98%
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5.56%
Principal SAM Balanced R3
5.46%
8.51%
1.87%
-6.10%
3.07%
3.53%
5.89%
5.55%
6.57%
6.67%
Russell Inv LifePoints Balanced Strat R4
5.95%
9.88%
3.11%
-6.15%
2.02%
1.64%
4.16%
3.96%
5.67%
4.84%
As of January 27, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of December 31, 2022