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RLBFX: AMERICAN BALANCED FUND CLASS R-5 (MUTUAL FUND)
Basic Info 40.2 0.79(1.93%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 06/07/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.91% |
| Expenses | 0.31% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.4 | 22.0 | 17.1 | 8.6 | 9.7 | 9.8 | 8.5 | 8.3 | 18.7 | 15.3 | 14.3 | -12.4 | 12.5 | 7.8 | 19.5 | -2.5 | 15.8 | 8.9 | 2.0 | 9.2 | 22.0 | 14.5 | 4.1 | 13.3 | 21.4 | -25.5 | 6.9 | 12.1 | 3.4 | 8.6 | 23.2 | -6.7 |
| Sharpe Ratio | NA | 1.51 | 2.17 | 1.42 | 0.57 | 0.74 | NA | NA | 0.61 | 1.41 | 1.34 | 1.29 | -0.96 | 1.46 | 0.39 | 2.61 | -0.41 | 3.84 | 1.15 | 0.21 | 1.23 | 2.69 | 1.65 | 0.27 | 1.23 | 1.24 | -1.1 | 0.39 | 1.34 | 0.18 | 1.1 | 2.15 | -0.67 |
| Draw Down(%) | NA | 7.0 | 7.0 | 10.6 | 20.2 | 22.3 | NA | NA | 40.0 | 10.6 | 4.5 | 7.1 | 19.1 | 4.0 | 22.3 | 3.5 | 10.4 | 1.5 | 5.6 | 7.8 | 4.8 | 5.2 | 6.4 | 11.6 | 9.2 | 19.1 | 34.6 | 5.6 | 4.7 | 4.5 | 4.8 | 9.5 | 18.7 |
| Standard Deviation(%) | NA | 10.4 | 8.9 | 9.8 | 10.7 | 10.8 | NA | NA | 11.6 | 11.3 | 8.7 | 8.3 | 14.5 | 8.6 | 19.6 | 6.9 | 9.5 | 4.0 | 7.5 | 9.4 | 7.4 | 8.2 | 8.8 | 15.3 | 10.7 | 17.2 | 23.9 | 9.6 | 6.5 | 6.2 | 6.9 | 10.4 | 18.8 |
| Treynor Ratio | NA | 0.15 | 0.18 | 0.14 | 0.07 | 0.09 | NA | NA | 0.07 | 0.17 | 0.12 | 0.12 | -0.16 | 0.14 | 0.08 | 0.19 | -0.04 | 0.16 | 0.09 | 0.02 | 0.08 | 0.19 | 0.12 | 0.04 | 0.13 | 0.21 | -0.26 | 0.04 | 0.09 | 0.01 | 0.08 | 0.21 | -0.11 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.05 | 1.05 | 0.97 | 0.93 | 0.93 | NA | NA | 1.0 | 0.96 | 0.99 | 0.9 | 0.89 | 0.9 | 0.93 | 0.95 | 0.95 | 0.94 | 0.94 | 1.07 | 1.09 | 1.17 | 1.18 | 1.12 | 1.0 | 1.03 | 1.02 | 1.03 | 0.95 | 0.92 | 0.93 | 1.09 | 1.11 |
| RSquared | NA | 0.92 | 0.91 | 0.94 | 0.93 | 0.94 | NA | NA | 0.95 | 0.95 | 0.92 | 0.95 | 0.96 | 0.76 | 0.96 | 0.96 | 0.97 | 0.9 | 0.96 | 0.97 | 0.95 | 0.95 | 0.96 | 0.99 | 0.97 | 0.99 | 0.99 | 0.97 | 0.94 | 0.93 | 0.88 | 0.96 | 0.92 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.3 | 8.0 | 2.9 | 1.7 | 1.6 | 1.7 | 4.9 | 5.9 | 6.1 | 4.7 | 5.6 | 7.8 | 2.1 | 2.4 | 2.5 | 2.5 | 3.2 | 3.8 | 5.3 | 5.1 | 4.4 | 4.3 | 2.8 | 0.7 |
| Dividend Growth(%) | N/A | -95.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 24.7 | 206.6 | 48.3 | 16.3 | 1.5 | -60.6 | -24.5 | 4.8 | 37.4 | -20.3 | -25.9 | 327.7 | 1.1 | -3.3 | 11.1 | -10.8 | -37.2 | -28.4 | 9.3 | 18.3 | 4.3 | 81.2 | 273.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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