American Funds American Balanced R5 (RLBFX)

28.68 -0.12 (-0.42%) USD  |  Jul 05 2022

RLBFX 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 July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
American Funds American Balanced R5
14.51%
22.05%
9.16%
1.98%
8.88%
15.77%
-2.47%
19.48%
11.15%
16.08%
-13.18%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.97%
JHancock Balanced R2
15.44%
19.63%
8.24%
-1.98%
7.99%
13.77%
-5.05%
21.19%
15.85%
14.43%
-15.96%
MassMutual Balanced R5
12.45%
17.27%
8.51%
-1.50%
8.68%
16.10%
-5.19%
19.62%
10.89%
19.93%
-14.55%
Vanguard Balanced Index I
11.51%
18.11%
10.00%
0.52%
8.81%
13.86%
-2.82%
21.79%
16.41%
14.20%
-16.00%
PGIM Balanced R
12.62%
18.14%
9.45%
0.49%
7.63%
13.73%
-6.01%
18.82%
8.39%
13.91%
-15.89%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
American Funds American Balanced R5
-5.48%
-9.33%
-12.21%
-8.59%
6.12%
7.16%
9.00%
6.93%
7.69%
10.39%
S&P 500 Total Return
-6.62%
-14.98%
-17.85%
-10.67%
10.43%
11.49%
13.05%
8.52%
9.15%
9.86%
JHancock Balanced R2
-5.18%
-10.80%
-14.70%
-11.88%
5.45%
6.54%
7.84%
6.43%
7.61%
7.11%
MassMutual Balanced R5
-3.77%
-9.24%
-13.32%
-8.39%
6.50%
6.90%
7.91%
6.17%
6.73%
6.56%
Vanguard Balanced Index I
-4.15%
-10.53%
-14.73%
-12.03%
5.84%
7.16%
8.32%
6.73%
7.38%
8.06%
PGIM Balanced R
-5.70%
-11.10%
-15.07%
-12.80%
3.14%
4.51%
6.83%
4.79%
6.00%
6.23%
As of July 05, 2022. 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 May 31, 2022