RLBEX
American Balanced Fund Class R-4
Mutual fund
$39.80+0.16 (+0.40%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $66,434
- CAGR
- +8.10%
- Max drawdown
- −40.25%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.15%
- 3M
- −1.84%
- 6M
- +7.92%
- YTD
- +7.24%
- 1Y
- +10.42%
- 3Y
- +17.25%
- 5Y
- +9.08%
- 10Y
- +9.81%
- 15Y
- +10.57%
- 20Y
- +8.30%
- Since 2002
- +8.10%
Metrics
Since 2002| Volatility | 11.55% |
|---|---|
| Sortino ratio | 1.03 |
| Calmar ratio | 0.20 |
| Best year, 2003 | +21.95% |
| Worst year, 2008 | −25.76% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.2% | Oct 2007 | Mar 2009 | Jan 2011 | 3.3 years |
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −18.8% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −18.8% | Jun 2002 | Oct 2002 | Jun 2003 | 1 year |
| −11.6% | Jul 2011 | Oct 2011 | Jan 2012 | 6 months |
Annual returns
2002 from Jun 7 · 2026 through Oct 2