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American Funds American Balanced R1 (RLBAX)
On
Dec 8
:
16.08
0.10
(0.62%)
MORE ON RLBAX
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Risk
As of 31-Oct-09
Get
Risk
for:
RISK OVERVIEW
Morningstar Risk Rating:
Below average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2006)
:
10.91%
Worst 1 Yr Total Return
(2008)
:
-26.30%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
RLBAX
Category
Alpha (against Standard Index)
-3.56
-2.88
Beta (against Standard Index)
1.01
1.08
Mean Annual Return
-3.08
-0.13
R-squared (against Standard Index)
95
93.44
Standard Deviation
13.58
14.69
Sharpe Ratio
-0.34
N/A
Treynor Ratio
-5.47
N/A
5 Years
Statistic
RLBAX
Category
Alpha (against Standard Index)
-3.38
-2.47
Beta (against Standard Index)
0.98
1.06
Mean Annual Return
1.13
0.23
R-squared (against Standard Index)
94
92.52
Standard Deviation
10.94
11.89
Sharpe Ratio
-0.12
N/A
Treynor Ratio
-1.93
N/A
10 Years
Statistic
RLBAX
Category
Alpha (against Standard Index)
-0.24
-2.17
Beta (against Standard Index)
0.95
1.05
Mean Annual Return
4.33
0.26
R-squared (against Standard Index)
80
86.72
Standard Deviation
10.54
11.31
Sharpe Ratio
0.18
N/A
Treynor Ratio
1.43
N/A
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