Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) | 6.97% | 20.73% | 15.92% | 7.53% | 8.50% | 8.76% | 7.39% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) | 06/10/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.98 | 20.73 | 15.92 | 7.53 | 8.50 | 8.76 | 7.39 | … | … | 6.97 | 17.55 | 14.12 | 13.12 | -13.32 | 11.29 | 6.70 | 18.24 | -3.46 | 14.58 | 7.75 | 0.98 | 8.03 | 20.87 | 13.31 | 3.06 | 12.33 | 20.14 | -26.33 | 5.71 | 10.90 | 2.32 | 7.70 | 21.16 | -7.76 |
| Sharpe Ratio | NA | 2.02 | 1.29 | 0.46 | 0.64 | NA | NA | … | … | 1.40 | 1.30 | 1.20 | 1.15 | -1.02 | 1.31 | 0.33 | 2.42 | -0.51 | 3.54 | 1.00 | 0.10 | 1.07 | 2.54 | 1.51 | 0.20 | 1.13 | 1.16 | -1.14 | 0.27 | 1.16 | 0.01 | 0.98 | 1.97 | -0.76 |
| Standard Deviation(%) | NA | 8.93 | 9.80 | 10.69 | 10.81 | NA | NA | … | … | 10.40 | 11.32 | 8.78 | 8.31 | 14.53 | 8.57 | 19.57 | 6.92 | 9.55 | 3.95 | 7.54 | 9.43 | 7.46 | 8.19 | 8.86 | 15.36 | 10.79 | 17.21 | 23.96 | 9.53 | 6.51 | 6.24 | 6.87 | 10.37 | 18.96 |
| Draw Down(%) | NA | 7.08 | 10.75 | 20.94 | 22.38 | NA | NA | … | … | 7.08 | 10.75 | 4.60 | 7.28 | 19.72 | 4.15 | 22.38 | 3.58 | 10.75 | 1.52 | 5.74 | 8.08 | 4.87 | 5.21 | 6.54 | 11.90 | 9.29 | 19.21 | 35.21 | 5.62 | 4.81 | 4.60 | 5.08 | 10.09 | 18.76 |
| Yield(%) | 0.00 | 7.93 | 6.22 | 3.65 | 4.26 | 5.09 | 4.62 | … | … | 0.10 | 8.26 | 6.98 | 1.86 | 0.76 | 0.51 | 0.65 | 3.75 | 4.88 | 5.07 | 3.68 | 4.68 | 6.75 | 1.05 | 1.28 | 1.47 | 1.59 | 2.12 | 2.85 | 4.23 | 4.07 | 3.32 | 3.56 | 1.22 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) |
-9.45%
Feb 2006 – Feb 2009 |
-4.24%
Feb 2004 – Feb 2009 |
5.23%
Oct 2013 – Oct 2023 |
4.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLBBX (AMERICAN BALANCED FUND CLASS R-2) |
19.24%
Feb 2009 – Feb 2012 |
17.00%
Feb 2009 – Feb 2014 |
11.64%
Feb 2009 – Feb 2019 |
9.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart