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American Funds Global Balanced Fd Cl R-4: (MF: RGBEX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.40 USD
+0.08 (0.21%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.50 | 10 |
| 3 months | -0.48 | 22 |
| 6 months | 1.01 | 37 |
| 1 Year | 8.53 | 50 |
| 3 Year | 6.34 | 48 |
| 5 Year | 6.84 | 62 |
| 10 Year | 4.87 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.64 |
| 5 Year | 8.01 |
| 10 Year | 5.01 |
| Since Inception | 5.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.73 | NA | NA | NA |
| 2024 | 3.58 | 0.48 | 6.99 | -4.32 |
| 2023 | 4.09 | 3.38 | -4.38 | 10.51 |
| 2022 | -5.35 | -11.45 | -6.86 | 9.86 |
| 2021 | 1.63 | 4.40 | -0.65 | 3.49 |
| 2020 | -13.34 | 12.18 | 3.20 | 10.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.50 | 6.54 | 13.72 | -14.26 | 9.10 | 10.50 | 17.21 | -6.14 | 13.97 | 6.36 | -3.44 |
| % Total Return Rel to Index | 7.42 | -18.48 | -12.52 | 3.94 | -19.57 | -7.89 | -14.27 | -1.75 | -7.82 | -5.56 | -4.83 |
| % Total Return Rel to Peer | 2.33 | -3.37 | 0.56 | -1.29 | -2.40 | -0.17 | 0.01 | 0.35 | 0.50 | 0.09 | -1.09 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.17 | 0.70 | 0.58 | 0.49 | 0.67 | 0.46 | 0.63 | 0.68 | 0.53 | 0.57 | 0.37 |
| % Yield | 0.46 | 1.78 | 1.95 | 1.46 | 1.62 | 1.19 | 1.79 | 2.20 | 1.57 | 1.89 | 1.24 |
| Capital Gains ($) | 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 | 0.82 | 0.82 | 0.81 | 0.82 | 0.83 | 0.85 | 0.86 | 0.87 | 0.90 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%