RLBAX
American Balanced Fund Class R-1
Mutual fund
$39.47+0.16 (+0.41%)Close Oct 2, 2026
May 29, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $54,495
- CAGR
- +7.21%
- Max drawdown
- −40.82%
- Sharpe ratio
- 0.66
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.20%
- 3M
- −2.03%
- 6M
- +7.52%
- YTD
- +6.64%
- 1Y
- +9.61%
- 3Y
- +16.39%
- 5Y
- +8.28%
- 10Y
- +9.01%
- 15Y
- +9.75%
- 20Y
- +7.51%
- Since 2002
- +7.21%
Metrics
Since 2002| Volatility | 11.54% |
|---|---|
| Sortino ratio | 0.93 |
| Calmar ratio | 0.18 |
| Best year, 2003 | +21.13% |
| Worst year, 2008 | −26.31% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.8% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −20.1% | May 2002 | Oct 2002 | Jun 2003 | 1 year |
| −19.2% | Jan 2022 | Sep 2022 | Feb 2024 | 2.1 years |
| −11.9% | May 2011 | Oct 2011 | Jan 2012 | 9 months |
Annual returns
2002 from May 29 · 2026 through Oct 2