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American Funds American Balanced R1 (RLBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.68+0.12 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.68%
5-year average return7.75%
Number of years up18
Number of years down3
Best 1-yr total return (4 Jul 2024)20.76%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return20.76%
Worst 3-yr total return3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLBAXCategory
YTD8.32%9.69%
1-month2.75%0.91%
3-month2.23%5.21%
1-year15.17%27.06%
3-year4.07%11.00%
5-year7.66%10.26%
10-year7.11%8.34%
Last bull market18.09%15.58%
Last bear market-10.05%-12.16%

Annual total return (%) history

Year
RLBAXCategory
2024
N/AN/A
2023
13.13%N/A
2022
-12.76%N/A
2021
14.89%N/A
2020
10.03%11.72%
2019
18.26%19.23%
2018
-3.48%-5.76%
2017
14.56%13.21%
2016
7.74%7.34%
2015
0.88%-1.93%
2014
8.05%6.21%
2013
20.76%16.48%
2012
13.28%11.72%
2011
3.09%-0.11%
2010
12.09%11.83%
2009
20.23%24.13%
2008
-26.30%-28.00%
2007
5.74%5.99%
2006
10.91%11.29%
2005
2.24%5.13%
2004
8.01%8.86%
2003
21.77%20.35%
2002
N/A-12.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.96%2.23%N/AN/A
20232.58%3.72%-3.04%9.66%
2022-4.21%-10.05%-6.13%7.86%
20213.58%5.22%-0.78%6.25%
2020-11.78%11.68%3.93%7.44%
20197.69%2.62%1.27%5.67%
2018-1.39%1.93%3.02%-6.79%
20174.05%2.12%3.37%4.30%
20161.58%2.91%1.48%1.56%
20150.55%-0.57%-3.72%4.81%
20141.30%3.13%0.45%2.97%
20136.63%2.00%3.60%7.17%
20128.44%-1.12%4.48%1.11%
20114.40%0.41%-8.72%7.73%
20103.97%-7.01%9.04%6.33%
2009-7.08%11.51%10.91%4.61%
2008-6.11%-2.88%-5.31%-14.65%
20070.56%4.78%2.58%-2.17%
20062.61%-0.80%4.30%4.48%
2005-1.57%1.47%0.71%1.64%
20042.30%0.37%-0.54%5.76%
2003-2.61%12.50%2.15%8.79%
2002-11.66%8.14%N/AN/A

Rank in category (by total return)

YTD22
1-month8
3-month22
1-year19
3-year23
5-year35

Load adjusted returns

1-year15.17%
3-year4.07%
5-year7.66%
10-year7.11%