American Funds American Balanced Fund Class R-2 (RLBBX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.59% | 4.14% | -1.54% |
Year-to-Date | 3.47% | 6.20% | -2.74% |
1 Year | 11.70% | 0.00% | 11.70% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
19%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.34%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,658
Real cost (fees + lost compounding)
$2,056
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-3.11%