Nasdaq - Delayed Quote USD
American Funds American Balanced R1 (RLBAX)
At close: November 6 at 6:45 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.91% |
| 5y Average Return | 8.16% |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 20.76% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 20.76% |
| Worst 3Y Total Return | 3.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RLBAX
Category
- YTD
- 12.60%
- 9.69%
- 1-Month
- -1.14%
- 0.91%
- 3-Month
- 2.13%
- 5.21%
- 1-Year
- 25.49%
- 27.06%
- 3-Year
- 4.44%
- 11.00%
- 5-Year
- 7.89%
- 10.26%
- 10-Year
- 7.33%
- 8.34%
- Last Bull Market
- 18.09%
- 15.58%
- Last Bear Market
- -10.05%
- -12.16%
Annual Total Return (%) History
Year
RLBAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.96% | 2.23% | 5.15% | -- |
| 2023 | 2.58% | 3.72% | -3.04% | 9.66% |
| 2022 | -4.21% | -10.05% | -6.13% | 7.86% |
| 2021 | 3.58% | 5.22% | -0.78% | 6.25% |
| 2020 | -11.78% | 11.68% | 3.93% | 7.44% |
| 2019 | 7.69% | 2.62% | 1.27% | 5.67% |
| 2018 | -1.39% | 1.93% | 3.02% | -6.79% |
| 2017 | 4.05% | 2.12% | 3.37% | 4.30% |
| 2016 | 1.58% | 2.91% | 1.48% | 1.56% |
| 2015 | 0.55% | -0.57% | -3.72% | 4.81% |
| 2014 | 1.30% | 3.13% | 0.45% | 2.97% |
| 2013 | 6.63% | 2.00% | 3.60% | 7.17% |
| 2012 | 8.44% | -1.12% | 4.48% | 1.11% |
| 2011 | 4.40% | 0.41% | -8.72% | 7.73% |
| 2010 | 3.97% | -7.01% | 9.04% | 6.33% |
| 2009 | -7.08% | 11.51% | 10.91% | 4.61% |
| 2008 | -6.11% | -2.88% | -5.31% | -14.65% |
| 2007 | 0.56% | 4.78% | 2.58% | -2.17% |
| 2006 | 2.61% | -0.80% | 4.30% | 4.48% |
| 2005 | -1.57% | 1.47% | 0.71% | 1.64% |
| 2004 | 2.30% | 0.37% | -0.54% | 5.76% |
| 2003 | -2.61% | 12.50% | 2.15% | 8.79% |
| 2002 | -11.66% | 8.14% | -- | -- |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 26 |
| 3-Month | 31 |
| 1-Year | 23 |
| 3-Year | 22 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | 25.49% |
| 3-Year | 4.44% |
| 5-Year | 7.89% |
| 10-Year | 7.33% |
Performance & Risk
| YTD Return | 14.91% |
| 5y Average Return | 8.16% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | American Funds |
| Net Assets | 234.63B |
| YTD Return | 12.60% |
| Yield | 1.51% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Summary
The fund uses a balanced approach to invest in a broad range of securities, including common stocks and investment-grade bonds. It also invests in securities issued and guaranteed by the U.S. government and by federal agencies and instrumentalities. In addition, the fund may invest a portion of its assets in common stocks, most of which have a history of paying dividends, bonds and other securities of issuers domiciled outside the United States.
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