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American Funds American Balanced R3 (RLBCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.82-0.11 (-0.32%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.65%
5-Year Average Return8.18%
Number of Years Up18
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)21.33%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return21.33%
Worst 3-Yr Total Return3.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRLBCXCategory
YTD2.62%9.69%
1-Month-3.27%0.91%
3-Month1.91%5.21%
1-Year12.04%27.06%
3-Year3.37%11.00%
5-Year7.06%10.26%
10-Year7.26%8.34%
Last Bull Market18.32%15.58%
Last Bear Market-9.95%-12.16%

Annual Total Return (%) History

Year
RLBCXCategory
2024
N/AN/A
2023
13.61%N/A
2022
-12.40%N/A
2021
15.36%N/A
2020
10.51%11.72%
2019
18.77%19.23%
2018
-3.04%-5.76%
2017
15.05%13.21%
2016
8.24%7.34%
2015
1.34%-1.93%
2014
8.51%6.21%
2013
21.33%16.48%
2012
13.83%11.72%
2011
3.50%-0.11%
2010
12.64%11.83%
2009
20.73%24.13%
2008
-25.94%-28.00%
2007
6.23%5.99%
2006
11.44%11.29%
2005
2.83%5.13%
2004
8.52%8.86%
2003
22.27%20.35%
2002
N/A-12.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.09%N/AN/AN/A
20232.72%3.81%-2.93%9.75%
2022-4.10%-9.95%-6.02%7.95%
20213.68%5.31%-0.68%6.38%
2020-11.68%11.81%4.03%7.56%
20197.78%2.72%1.38%5.81%
2018-1.32%2.04%3.17%-6.66%
20174.12%2.24%3.52%4.41%
20161.69%3.01%1.63%1.67%
20150.66%-0.46%-3.61%4.93%
20141.41%3.23%0.52%3.11%
20136.74%2.11%3.76%7.28%
20128.60%-1.01%4.60%1.23%
20114.51%0.52%-8.59%7.78%
20104.14%-6.95%9.21%6.44%
2009-6.96%11.62%11.02%4.72%
2008-6.00%-2.76%-5.20%-14.53%
20070.63%4.95%2.70%-2.06%
20062.74%-0.69%4.42%4.59%
2005-1.44%1.62%0.85%1.81%
20042.41%0.43%-0.37%5.91%
2003-2.45%12.60%2.28%8.84%
2002-11.58%8.24%N/AN/A

Rank In Category (By Total Return)

YTD29
1-Month52
3-Month32
1-Year30
3-Year20
5-Year29

Load Adjusted Returns

1-Year12.04%
3-Year3.37%
5-Year7.06%
10-Year7.26%