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RLBEX: AMERICAN BALANCED FUND CLASS R-4 (MUTUAL FUND)
Basic Info 40.03 0.78(1.91%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.73% |
| Expenses | 0.31% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.3 | 21.6 | 16.7 | 8.4 | 9.4 | 9.5 | 8.2 | 8.0 | 18.4 | 14.9 | 14.0 | -12.7 | 12.1 | 7.5 | 19.1 | -2.8 | 15.4 | 8.5 | 1.7 | 8.9 | 21.7 | 14.1 | 3.8 | 13.0 | 21.1 | -25.7 | 6.5 | 11.8 | 3.0 | 8.3 | 21.9 | -7.7 |
| Sharpe Ratio | NA | 2.2 | 2.62 | 1.5 | 0.6 | 0.74 | NA | NA | 0.58 | 1.38 | 1.3 | 1.25 | -0.97 | 1.42 | 0.37 | 2.55 | -0.44 | 3.76 | 1.1 | 0.18 | 1.19 | 2.63 | 1.61 | 0.25 | 1.2 | 1.22 | -1.11 | 0.35 | 1.3 | 0.12 | 1.07 | 2.04 | -0.76 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.7 | 20.4 | 22.3 | NA | NA | 40.2 | 10.7 | 4.5 | 7.1 | 19.3 | 4.1 | 22.3 | 3.5 | 10.5 | 1.5 | 5.7 | 7.9 | 4.9 | 5.2 | 6.4 | 11.6 | 9.3 | 19.1 | 34.7 | 5.6 | 4.7 | 4.5 | 4.9 | 10.2 | 18.7 |
| Standard Deviation(%) | NA | 10.1 | 8.7 | 9.7 | 10.6 | 10.8 | NA | NA | 11.6 | 11.3 | 8.7 | 8.3 | 14.5 | 8.5 | 19.6 | 6.9 | 9.5 | 3.9 | 7.6 | 9.4 | 7.5 | 8.2 | 8.8 | 15.3 | 10.8 | 17.2 | 24.0 | 9.6 | 6.5 | 6.2 | 6.9 | 10.4 | 18.9 |
| Treynor Ratio | NA | 0.21 | 0.22 | 0.15 | 0.07 | 0.09 | NA | NA | 0.07 | 0.16 | 0.11 | 0.12 | -0.16 | 0.14 | 0.08 | 0.18 | -0.04 | 0.16 | 0.09 | 0.02 | 0.08 | 0.18 | 0.12 | 0.03 | 0.13 | 0.2 | -0.26 | 0.03 | 0.09 | 0.01 | 0.08 | 0.2 | -0.13 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.05 | 1.05 | 0.97 | 0.93 | 0.92 | NA | NA | 0.99 | 0.96 | 0.99 | 0.9 | 0.89 | 0.9 | 0.89 | 0.96 | 0.96 | 0.94 | 0.95 | 1.07 | 1.09 | 1.17 | 1.18 | 1.12 | 1.01 | 1.04 | 1.02 | 1.03 | 0.95 | 0.92 | 0.93 | 1.09 | 1.11 |
| RSquared | NA | 0.92 | 0.91 | 0.94 | 0.93 | 0.92 | NA | NA | 0.94 | 0.95 | 0.92 | 0.94 | 0.96 | 0.76 | 0.89 | 0.96 | 0.97 | 0.9 | 0.96 | 0.97 | 0.95 | 0.95 | 0.96 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.94 | 0.93 | 0.89 | 0.95 | 0.92 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 7.7 | 2.6 | 1.4 | 1.3 | 1.4 | 4.5 | 5.6 | 5.8 | 4.4 | 5.4 | 7.5 | 1.8 | 2.1 | 2.2 | 2.2 | 2.9 | 3.5 | 5.0 | 4.8 | 4.1 | 4.1 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -96.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 25.5 | 229.2 | 58.1 | 25.2 | -4.1 | -65.2 | -25.8 | 4.8 | 38.9 | -21.1 | -26.9 | 384.5 | -1.3 | -4.3 | 11.2 | -12.7 | -39.5 | -29.1 | 9.3 | 19.0 | 2.8 | 166.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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