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American Funds American Balanced Fund Class R-6 (R...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0240718132

CUSIP

024071813

Issuer

American Funds

Inception Date

Jul 26, 1975

Min. Investment

$0

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

RLBGX has an expense ratio of 0.25%, which is considered low compared to other funds.


Expense ratio chart for RLBGX: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
RLBGX vs. VOO RLBGX vs. FFLEX RLBGX vs. VBIAX RLBGX vs. FXAIX RLBGX vs. IVV RLBGX vs. SCHG RLBGX vs. AGG RLBGX vs. EFA RLBGX vs. VINIX RLBGX vs. SPSM
Popular comparisons:
RLBGX vs. VOO RLBGX vs. FFLEX RLBGX vs. VBIAX RLBGX vs. FXAIX RLBGX vs. IVV RLBGX vs. SCHG RLBGX vs. AGG RLBGX vs. EFA RLBGX vs. VINIX RLBGX vs. SPSM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds American Balanced Fund Class R-6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%450.00%500.00%550.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
372.28%
575.86%
RLBGX (American Funds American Balanced Fund Class R-6)
Benchmark (^GSPC)

Returns By Period

American Funds American Balanced Fund Class R-6 had a return of 8.69% year-to-date (YTD) and 9.34% in the last 12 months. Over the past 10 years, American Funds American Balanced Fund Class R-6 had an annualized return of 8.48%, while the S&P 500 had an annualized return of 11.06%, indicating that American Funds American Balanced Fund Class R-6 did not perform as well as the benchmark.


RLBGX

YTD

8.69%

1M

-5.39%

6M

-0.46%

1Y

9.34%

5Y*

7.25%

10Y*

8.48%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of RLBGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.75%2.61%2.77%-3.22%2.99%2.84%1.88%1.70%1.76%-1.07%2.92%8.69%
20234.07%-3.24%2.16%1.36%-0.74%3.36%2.13%-1.38%-3.47%-1.52%6.70%4.66%14.38%
2022-3.32%-1.48%0.84%-5.49%1.62%-6.13%4.51%-3.05%-7.10%5.26%5.64%-2.74%-11.85%
2021-0.63%1.53%2.90%2.98%1.83%0.62%1.16%1.51%-3.12%3.74%-0.92%3.65%16.10%
2020-0.14%-3.79%-7.99%7.89%2.73%1.08%3.41%2.40%-1.58%-1.80%6.98%2.56%11.20%
20194.78%1.42%1.59%2.09%-3.48%4.42%0.70%-0.11%0.95%1.66%2.17%2.04%19.55%
20183.24%-3.28%-1.01%0.34%1.16%0.68%2.17%0.90%0.25%-4.08%1.94%-4.44%-2.46%
20171.85%2.14%0.26%1.01%1.42%-0.03%1.91%0.53%1.19%1.63%1.49%1.35%15.77%
2016-2.47%0.04%4.33%1.28%0.49%1.39%1.70%-0.00%0.08%-0.84%1.53%1.11%8.84%
2015-1.33%3.64%-0.95%1.13%0.36%-1.73%1.87%-4.32%-0.98%5.85%0.36%-1.08%2.46%
2014-2.29%3.10%1.29%0.53%1.69%1.17%-1.50%3.24%-1.00%1.49%2.05%0.45%10.53%
20133.63%0.76%2.40%2.26%1.58%-1.55%3.22%-2.50%3.26%3.55%2.16%1.59%22.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RLBGX is 61, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RLBGX is 6161
Overall Rank
The Sharpe Ratio Rank of RLBGX is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of RLBGX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of RLBGX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of RLBGX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of RLBGX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for RLBGX, currently valued at 0.99, compared to the broader market-1.000.001.002.003.004.000.992.10
The chart of Sortino ratio for RLBGX, currently valued at 1.27, compared to the broader market-2.000.002.004.006.008.0010.001.272.80
The chart of Omega ratio for RLBGX, currently valued at 1.20, compared to the broader market0.501.001.502.002.503.003.501.201.39
The chart of Calmar ratio for RLBGX, currently valued at 1.20, compared to the broader market0.002.004.006.008.0010.0012.0014.001.203.09
The chart of Martin ratio for RLBGX, currently valued at 6.29, compared to the broader market0.0020.0040.0060.006.2913.49
RLBGX
^GSPC

The current American Funds American Balanced Fund Class R-6 Sharpe ratio is 0.99. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds American Balanced Fund Class R-6 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.99
2.10
RLBGX (American Funds American Balanced Fund Class R-6)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds American Balanced Fund Class R-6 provided a 1.19% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.41$0.85$0.58$0.50$0.49$0.63$0.60$0.56$0.51$0.68$2.11$0.45

Dividend yield

1.19%2.66%2.02%1.50%1.63%2.20%2.41%2.07%2.07%2.84%8.51%1.83%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds American Balanced Fund Class R-6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.00$0.41
2023$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.48$0.85
2022$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.21$0.58
2021$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.50
2020$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.49
2019$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.27$0.63
2018$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.24$0.60
2017$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.21$0.56
2016$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.16$0.51
2015$0.00$0.00$0.33$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.68
2014$0.00$0.00$0.25$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$1.63$2.11
2013$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.45

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.66%
-2.62%
RLBGX (American Funds American Balanced Fund Class R-6)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds American Balanced Fund Class R-6. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds American Balanced Fund Class R-6 was 22.33%, occurring on Mar 23, 2020. Recovery took 94 trading sessions.

The current American Funds American Balanced Fund Class R-6 drawdown is 7.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.33%Feb 20, 202023Mar 23, 202094Aug 5, 2020117
-18.59%Jan 5, 2022186Sep 30, 2022306Dec 19, 2023492
-11.6%Jul 8, 201161Oct 3, 201173Jan 18, 2012134
-10.43%Sep 24, 201864Dec 24, 201856Mar 18, 2019120
-9.25%Apr 26, 201049Jul 2, 201058Sep 24, 2010107

Volatility

Volatility Chart

The current American Funds American Balanced Fund Class R-6 volatility is 6.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
6.21%
3.79%
RLBGX (American Funds American Balanced Fund Class R-6)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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