Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Friday, December 4, 2009, 7:37PM ET - U.S. Markets Closed.
Dow
0.22%
Nasdaq
0.98%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
American Funds American Balanced R5 (RLBFX)
On
Dec 4
:
16.29
0.02
(0.12%)
MORE ON RLBFX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
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)
:
12.08%
Worst 1 Yr Total Return
(2008)
:
-25.52%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
RLBFX
Category
Alpha (against Standard Index)
-2.48
-2.88
Beta (against Standard Index)
1.01
1.08
Mean Annual Return
-2.04
-0.13
R-squared (against Standard Index)
95
93.44
Standard Deviation
13.62
14.69
Sharpe Ratio
-0.26
N/A
Treynor Ratio
-4.42
N/A
5 Years
Statistic
RLBFX
Category
Alpha (against Standard Index)
-2.31
-2.47
Beta (against Standard Index)
0.99
1.06
Mean Annual Return
2.22
0.23
R-squared (against Standard Index)
94
92.52
Standard Deviation
10.96
11.89
Sharpe Ratio
-0.02
N/A
Treynor Ratio
-0.82
N/A
10 Years
Statistic
RLBFX
Category
Alpha (against Standard Index)
0.77
-2.17
Beta (against Standard Index)
0.95
1.05
Mean Annual Return
5.39
0.26
R-squared (against Standard Index)
80
86.72
Standard Deviation
10.55
11.31
Sharpe Ratio
0.27
N/A
Treynor Ratio
2.54
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center