American Funds Balanced Portfolio Class R-5 (RBAFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.95% | 5.46% | -2.51% |
Year-to-Date | 1.43% | 4.28% | -2.85% |
1 Year | 8.31% | 0.00% | 8.31% |
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
- 0.08%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$105
Real cost (fees + lost compounding)
$130
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-0.55%