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American Funds Global Balanced Fd Cl R-1: (MF: RGBLX)

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

$40.32 USD

+0.02 (0.05%)

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 4.84 25
3 months 4.85 41
6 months 9.55 37
1 Year 17.75 43
3 Year 12.88 55
5 Year 6.01 63
10 Year 6.92 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 16.26
5 Year 5.07
10 Year 6.16
Since Inception 5.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.56 7.54 3.76 2.59
2024 3.40 0.27 6.80 -4.50
2023 3.88 3.20 -4.54 10.29
2022 -5.54 -11.60 -7.02 9.67
2021 1.48 4.20 -0.82 3.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.8416.275.7612.87-14.868.369.6116.34-6.8313.085.66
% Total Return Rel to Index 0.93-1.95-19.26-13.373.34-20.31-8.78-15.14-2.44-8.70-6.27
% Total Return Rel to Peer 0.131.76-4.15-0.28-1.89-3.14-1.06-0.85-0.33-0.37-0.60
% Perf Quintile vs Peer* 3.002.000.003.003.004.004.004.003.004.004.00
% Dividends 0.000.650.420.330.270.380.200.380.440.280.36
% Yield 0.001.501.091.660.810.920.521.081.430.831.21
Capital Gains ($) 0.001.591.320.000.001.640.000.000.000.480.00
Expense Ratio 0.001.541.541.551.521.551.591.611.621.631.58

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