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American Funds Moderate Gr & Inc R-6 (RBAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.95+0.10 (+0.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.97%
5-year average return7.83%
Number of years up9
Number of years down2
Best 1-yr total return (1 Jul 2024)19.95%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return19.95%
Worst 3-yr total return3.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBAGXCategory
YTD5.05%9.69%
1-month2.98%0.91%
3-month2.44%5.21%
1-year15.84%27.06%
3-year3.19%11.00%
5-year8.59%10.26%
10-year7.16%8.34%
Last bull market18.15%15.58%
Last bear market-10.78%-12.16%

Annual total return (%) history

Year
RBAGXCategory
2024
N/AN/A
2023
14.17%N/A
2022
-13.27%N/A
2021
14.27%N/A
2020
13.47%11.72%
2019
19.95%19.23%
2018
-4.29%-5.76%
2017
17.05%13.21%
2016
6.34%7.34%
2015
0.82%-1.93%
2014
6.91%6.21%
2013
18.64%16.48%
2012
N/A11.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.29%1.31%N/AN/A
20233.54%3.49%-3.24%10.11%
2022-4.93%-10.78%-6.01%8.79%
20213.39%5.18%-0.51%5.62%
2020-12.66%12.91%5.14%9.45%
20198.86%3.04%0.44%6.46%
2018-0.23%0.91%2.14%-6.92%
20175.08%3.62%3.70%3.66%
20161.46%2.39%2.74%-0.37%
20151.83%-0.28%-4.25%3.70%
20141.50%3.43%-0.32%2.16%
20135.44%1.12%4.80%6.18%
20124.81%1.91%N/AN/A

Rank in category (by total return)

YTD48
1-month62
3-month45
1-year36
3-year37
5-year28

Load adjusted returns

1-year15.84%
3-year3.19%
5-year8.59%
10-year7.16%