Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Wednesday, December 9, 2009, 2:43AM ET - U.S. Markets open in 6 hours and 47 minutes. Dow Down 1.00% Nasdaq Down 0.76%
American Funds American Balanced R1 (RLBAX)On Dec 8: 16.08  Down 0.10 (0.62%)  
MORE ON RLBAX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get 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
StatisticRLBAXCategory
Alpha (against Standard Index)-3.56-2.88
Beta (against Standard Index)1.011.08
Mean Annual Return-3.08-0.13
R-squared (against Standard Index)9593.44
Standard Deviation13.5814.69
Sharpe Ratio-0.34N/A
Treynor Ratio-5.47N/A
5 Years
StatisticRLBAXCategory
Alpha (against Standard Index)-3.38-2.47
Beta (against Standard Index)0.981.06
Mean Annual Return1.130.23
R-squared (against Standard Index)9492.52
Standard Deviation10.9411.89
Sharpe Ratio-0.12N/A
Treynor Ratio-1.93N/A
10 Years
StatisticRLBAXCategory
Alpha (against Standard Index)-0.24-2.17
Beta (against Standard Index)0.951.05
Mean Annual Return4.330.26
R-squared (against Standard Index)8086.72
Standard Deviation10.5411.31
Sharpe Ratio0.18N/A
Treynor Ratio1.43N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center