RAMHX
American Balanced Fund Class R-2E
Mutual fund
$39.64+0.15 (+0.38%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $26,796
- CAGR
- +8.49%
- Max drawdown
- −22.39%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.20%
- 3M
- −1.98%
- 6M
- +7.66%
- YTD
- +6.86%
- 1Y
- +9.91%
- 3Y
- +16.72%
- 5Y
- +8.58%
- 10Y
- +9.32%
- Since 2014
- +8.49%
Metrics
Since 2014| Volatility | 10.41% |
|---|---|
| Sortino ratio | 1.17 |
| Calmar ratio | 0.38 |
| Best year, 2019 | +18.60% |
| Worst year, 2022 | −12.54% |
| Positive years | 9 of 11 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −19.1% | Jan 2022 | Sep 2022 | Jan 2024 | 2.1 years |
| −10.7% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −10.6% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
| −7.9% | May 2015 | Aug 2015 | Oct 2015 | 5 months |
Annual returns
2014 from Aug 29 · 2026 through Oct 2