RLEFX
American Balanced Fund Class R-5E
Mutual fund
$39.84+0.16 (+0.40%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $27,445
- CAGR
- +9.74%
- Max drawdown
- −22.35%
- Sharpe ratio
- 0.94
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.14%
- 3M
- −1.81%
- 6M
- +8.02%
- YTD
- +7.40%
- 1Y
- +10.64%
- 3Y
- +17.49%
- 5Y
- +9.30%
- 10Y
- +10.04%
- Since 2015
- +9.74%
Metrics
Since 2015| Volatility | 10.55% |
|---|---|
| Sortino ratio | 1.31 |
| Calmar ratio | 0.44 |
| Best year, 2019 | +19.37% |
| Worst year, 2022 | −12.00% |
| Positive years | 8 of 10 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −18.7% | Jan 2022 | Sep 2022 | Dec 2023 | 2 years |
| −10.6% | Feb 2025 | Apr 2025 | Jun 2025 | 3 months |
| −10.4% | Sep 2018 | Dec 2018 | Mar 2019 | 6 months |
| −7.4% | Dec 2015 | Feb 2016 | Apr 2016 | 4 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2