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American Funds Global Balanced Fd Cl R-2: (MF: RGBBX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$40.17 USD

+0.03 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.83 25
3 months 4.81 41
6 months 9.52 38
1 Year 17.71 43
3 Year 12.88 55
5 Year 5.99 63
10 Year 6.91 67

* 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 Feb 28, 2026

1 Year 16.24
5 Year 5.05
10 Year 6.15
Since Inception 5.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.56 7.54 3.75 2.57
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 -0.80 3.29

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.8316.245.7612.89-14.898.339.6616.35-6.8313.145.58
% Total Return Rel to Index 0.91-1.97-19.25-13.353.30-20.35-8.74-15.13-2.44-8.65-6.35
% Total Return Rel to Peer 0.121.73-4.15-0.26-1.93-3.17-1.02-0.84-0.33-0.31-0.69
% Perf Quintile vs Peer* 3.002.000.003.003.004.004.004.003.004.004.00
% Dividends 0.000.670.420.330.260.390.210.400.440.300.36
% Yield 0.001.561.081.730.790.950.541.121.440.891.19
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.001.551.551.551.551.561.581.591.601.601.64

* 1 = Top 20%, 5 = Bottom 20%