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American Funds Global Balanced Fd Cl R-5: (MF: RGBFX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 05:25 PM ET

$40.53 USD

+0.11 (0.27%)

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 5.03 21
3 months 5.10 36
6 months 10.10 30
1 Year 18.95 36
3 Year 14.03 45
5 Year 7.08 49
10 Year 8.02 54

* 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 17.41
5 Year 6.13
10 Year 7.25
Since Inception 6.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.81 7.81 4.03 2.82
2024 3.65 0.54 7.05 -4.24
2023 4.16 3.45 -4.30 10.60
2022 -5.28 -11.40 -6.78 9.92
2021 1.73 4.46 -0.57 3.56

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.0317.416.8314.06-14.019.4410.8017.55-5.8614.326.67
% Total Return Rel to Index 1.02-0.80-18.18-12.184.19-19.23-7.59-13.93-1.46-7.47-5.26
% Total Return Rel to Peer 0.232.91-3.070.90-1.04-2.060.110.350.630.850.40
% Perf Quintile vs Peer* 2.002.000.003.002.004.004.003.003.003.003.00
% Dividends 0.001.070.810.680.590.790.560.730.770.630.66
% Yield 0.002.462.062.721.751.901.442.052.501.842.18
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.000.530.530.530.520.530.540.560.570.580.60

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