UK markets open in 3 hours 26 minutes

American Funds Moderate Gr & Inc R-2 (RBABX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.78+0.10 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.41%
5-year average return6.68%
Number of years up8
Number of years down3
Best 1-yr total return (1 Jul 2024)18.62%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return18.62%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBABXCategory
YTD4.58%9.69%
1-month2.89%0.91%
3-month2.14%5.21%
1-year14.61%27.06%
3-year2.08%11.00%
5-year7.42%10.26%
10-year6.01%8.34%
Last bull market17.67%15.58%
Last bear market-11.07%-12.16%

Annual total return (%) history

Year
RBABXCategory
2024
N/AN/A
2023
12.96%N/A
2022
-14.18%N/A
2021
13.01%N/A
2020
12.30%11.72%
2019
18.62%19.23%
2018
-5.34%-5.76%
2017
15.79%13.21%
2016
5.18%7.34%
2015
-0.26%-1.93%
2014
5.75%6.21%
2013
17.19%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%1.00%N/AN/A
20233.27%3.19%-3.47%9.81%
2022-5.14%-11.07%-6.26%8.52%
20213.06%4.90%-0.73%5.29%
2020-12.92%12.65%4.83%9.20%
20198.55%2.80%0.16%6.13%
2018-0.59%0.72%1.88%-7.20%
20174.73%3.31%3.45%3.44%
20161.09%2.13%2.50%-0.61%
20151.62%-0.64%-4.53%3.47%
20141.27%3.15%-0.66%1.90%
20135.07%0.79%4.55%5.85%
20124.59%1.84%N/AN/A

Rank in category (by total return)

YTD61
1-month67
3-month61
1-year56
3-year60
5-year53

Load adjusted returns

1-year14.61%
3-year2.08%
5-year7.42%
10-year6.01%