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American Funds American Balanced R6 (RLBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.14+0.27 (+0.82%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.98%
5-Year Average Return8.06%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)22.12%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return22.12%
Worst 3-Yr Total Return4.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRLBGXCategory
YTD2.82%9.69%
1-Month-3.22%0.91%
3-Month2.06%5.21%
1-Year12.78%27.06%
3-Year4.04%11.00%
5-Year7.75%10.26%
10-Year7.96%8.34%
Last Bull Market18.64%15.58%
Last Bear Market-9.83%-12.16%

Annual Total Return (%) History

Year
RLBGXCategory
2024
N/AN/A
2023
14.37%N/A
2022
-11.83%N/A
2021
16.11%N/A
2020
11.22%11.72%
2019
19.55%19.23%
2018
-2.42%-5.76%
2017
15.84%13.21%
2016
8.90%7.34%
2015
2.03%-1.93%
2014
9.22%6.21%
2013
22.12%16.48%
2012
14.57%11.72%
2011
4.16%-0.11%
2010
13.39%11.83%
2009
N/A24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.24%N/AN/AN/A
20232.87%3.99%-2.78%9.96%
2022-3.94%-9.83%-5.87%8.15%
20213.82%5.52%-0.51%6.54%
2020-11.58%12.04%4.21%7.72%
20197.95%2.91%1.54%5.98%
2018-1.15%2.19%3.36%-6.54%
20174.30%2.43%3.67%4.59%
20161.80%3.21%1.79%1.82%
20150.81%-0.26%-3.48%5.12%
20141.57%3.43%0.68%3.27%
20136.93%2.27%3.91%7.47%
20128.79%-0.89%4.80%1.39%
20114.66%0.68%-8.46%7.98%
20104.29%-6.77%9.35%6.65%
200911.24%4.87%N/AN/A

Rank In Category (By Total Return)

YTD24
1-Month48
3-Month24
1-Year22
3-Year9
5-Year19

Load Adjusted Returns

1-Year12.78%
3-Year4.04%
5-Year7.75%
10-Year7.96%