RLBGX
American Balanced Fund Class R-6
Mutual fund
$39.90+0.16 (+0.40%)Close Oct 2, 2026
May 1, 2009 – Oct 2, 2026, Dividends reinvested
- Final balance
- $62,665
- CAGR
- +11.11%
- Max drawdown
- −22.33%
- Sharpe ratio
- 1.06
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.13%
- 3M
- −1.77%
- 6M
- +8.09%
- YTD
- +7.50%
- 1Y
- +10.78%
- 3Y
- +17.66%
- 5Y
- +9.46%
- 10Y
- +10.19%
- 15Y
- +10.95%
- Since 2009
- +11.11%
Metrics
Since 2009| Volatility | 10.52% |
|---|---|
| Sortino ratio | 1.49 |
| Calmar ratio | 0.50 |
| Best year, 2013 | +22.12% |
| Worst year, 2022 | −11.84% |
| Positive years | 14 of 16 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2009| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −18.6% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −11.6% | Jul 2011 | Oct 2011 | Jan 2012 | 6 months |
| −10.7% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −10.4% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
Annual returns
2009 from May 1 · 2026 through Oct 2