RLBGX vs. AGG
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and iShares Core U.S. Aggregate Bond ETF (AGG).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLBGX or AGG.
Key characteristics
| RLBGX | AGG | |
|---|---|---|
| YTD Return | 16.95% | 2.65% |
| 1Y Return | 27.31% | 9.31% |
| 3Y Return (Ann) | 6.05% | -2.21% |
| 5Y Return (Ann) | 9.50% | 0.10% |
| 10Y Return (Ann) | 8.87% | 1.55% |
| Sharpe Ratio | 3.11 | 1.40 |
| Sortino Ratio | 4.42 | 2.06 |
| Omega Ratio | 1.60 | 1.25 |
| Calmar Ratio | 3.53 | 0.54 |
| Martin Ratio | 21.82 | 5.12 |
| Ulcer Index | 1.21% | 1.64% |
| Daily Std Dev | 8.48% | 5.98% |
| Max Drawdown | -22.33% | -18.43% |
| Current Drawdown | 0.00% | -7.73% |
Correlation
The correlation between RLBGX and AGG is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RLBGX vs. AGG - Performance Comparison
In the year-to-date period, RLBGX achieves a 16.95% return, which is significantly higher than AGG's 2.65% return. Over the past 10 years, RLBGX has outperformed AGG with an annualized return of 8.87%, while AGG has yielded a comparatively lower 1.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RLBGX vs. AGG - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is higher than AGG's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
RLBGX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and iShares Core U.S. Aggregate Bond ETF (AGG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
RLBGX vs. AGG - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 2.40%, less than AGG's 3.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 2.40% | 2.66% | 2.02% | 1.50% | 1.63% | 2.20% | 2.41% | 2.07% | 2.07% | 2.84% | 8.51% | 1.83% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.93% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
Drawdowns
RLBGX vs. AGG - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for RLBGX and AGG. For additional features, visit the drawdowns tool.
Volatility
RLBGX vs. AGG - Volatility Comparison
American Funds American Balanced Fund Class R-6 (RLBGX) has a higher volatility of 2.38% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.68%. This indicates that RLBGX's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.