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

Thursday, December 3, 2009, 8:17AM ET - U.S. Markets open in 1 hour and 13 minutes. Dow Down 0.18% Nasdaq  0.00%
American Funds American Balanced R2 (RLBBX)On Dec 2: 16.26  Up 0.01 (0.06%)  
MORE ON RLBBX
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):10.90%
Worst 1 Yr Total Return (2008):-26.33%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticRLBBXCategory
Alpha (against Standard Index)-3.59-2.88
Beta (against Standard Index)1.001.08
Mean Annual Return-3.11-0.13
R-squared (against Standard Index)9593.44
Standard Deviation13.5714.69
Sharpe Ratio-0.34N/A
Treynor Ratio-5.50N/A
5 Years
StatisticRLBBXCategory
Alpha (against Standard Index)-3.40-2.47
Beta (against Standard Index)0.981.06
Mean Annual Return1.110.23
R-squared (against Standard Index)9392.52
Standard Deviation10.9211.89
Sharpe Ratio-0.12N/A
Treynor Ratio-1.95N/A
10 Years
StatisticRLBBXCategory
Alpha (against Standard Index)-0.16-2.17
Beta (against Standard Index)0.951.05
Mean Annual Return4.410.26
R-squared (against Standard Index)8086.72
Standard Deviation10.5411.31
Sharpe Ratio0.19N/A
Treynor Ratio1.51N/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