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American Funds Global Balanced Fd Cl R-3: (MF: RGBCX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.33 USD
+0.09 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.43 | 11 |
| 3 months | -0.55 | 23 |
| 6 months | 0.89 | 41 |
| 1 Year | 8.23 | 57 |
| 3 Year | 6.03 | 53 |
| 5 Year | 6.53 | 65 |
| 10 Year | 4.56 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.34 |
| 5 Year | 7.69 |
| 10 Year | 4.70 |
| Since Inception | 5.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.66 | NA | NA | NA |
| 2024 | 3.48 | 0.40 | 6.92 | -4.40 |
| 2023 | 4.00 | 3.31 | -4.44 | 10.41 |
| 2022 | -5.43 | -11.51 | -6.95 | 9.79 |
| 2021 | 1.58 | 4.30 | -0.69 | 3.42 |
| 2020 | -13.41 | 12.08 | 3.16 | 10.01 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.43 | 6.20 | 13.37 | -14.51 | 8.82 | 10.15 | 16.86 | -6.40 | 13.61 | 6.07 | -3.72 |
| % Total Return Rel to Index | 7.35 | -18.81 | -12.86 | 3.68 | -19.85 | -8.24 | -14.63 | -2.01 | -8.18 | -5.86 | -5.11 |
| % Total Return Rel to Peer | 2.26 | -3.71 | 0.22 | -1.55 | -2.68 | -0.53 | -0.33 | 0.09 | 0.15 | -0.20 | -1.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.15 | 0.58 | 0.48 | 0.39 | 0.55 | 0.36 | 0.54 | 0.58 | 0.44 | 0.49 | 0.28 |
| % Yield | 0.39 | 1.49 | 1.66 | 1.16 | 1.34 | 0.93 | 1.52 | 1.90 | 1.29 | 1.61 | 0.96 |
| Capital Gains ($) | 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 | 1.11 | 1.12 | 1.11 | 1.12 | 1.13 | 1.15 | 1.16 | 1.16 | 1.20 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%