Back to top
American Funds Global Balanced Fd Cl R-2: (MF: RGBBX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$37.50 USD
+0.06 (0.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.27 | 12 |
| 3 months | -0.66 | 25 |
| 6 months | 0.66 | 49 |
| 1 Year | 7.74 | 69 |
| 3 Year | 5.57 | 60 |
| 5 Year | 6.07 | 70 |
| 10 Year | 4.10 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.87 |
| 5 Year | 7.22 |
| 10 Year | 4.24 |
| Since Inception | 4.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.56 | NA | NA | NA |
| 2024 | 3.41 | 0.27 | 6.79 | -4.50 |
| 2023 | 3.92 | 3.17 | -4.55 | 10.30 |
| 2022 | -5.55 | -11.58 | -7.04 | 9.63 |
| 2021 | 1.45 | 4.21 | -0.81 | 3.29 |
| 2020 | -13.50 | 11.95 | 3.03 | 9.92 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.27 | 5.76 | 12.89 | -14.89 | 8.33 | 9.66 | 16.35 | -6.83 | 13.14 | 5.58 | -4.16 |
| % Total Return Rel to Index | 7.19 | -19.25 | -13.35 | 3.30 | -20.35 | -8.74 | -15.13 | -2.44 | -8.65 | -6.35 | -5.55 |
| % Total Return Rel to Peer | 2.10 | -4.15 | -0.26 | -1.93 | -3.17 | -1.02 | -0.84 | -0.33 | -0.31 | -0.69 | -1.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 |
| % Dividends | 0.11 | 0.42 | 0.33 | 0.26 | 0.39 | 0.21 | 0.40 | 0.44 | 0.30 | 0.36 | 0.15 |
| % Yield | 0.28 | 1.08 | 1.23 | 0.79 | 0.95 | 0.54 | 1.12 | 1.44 | 0.89 | 1.19 | 0.52 |
| Capital Gains ($) | 0.00 | 1.32 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.55 |
| Expense Ratio | 0.00 | 1.55 | 1.55 | 1.55 | 1.56 | 1.58 | 1.59 | 1.60 | 1.60 | 1.64 | 1.62 |
* 1 = Top 20%, 5 = Bottom 20%