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American Funds Global Balanced R6 (RGBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.06+0.04 (+0.11%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.08%
5-year average return6.44%
Number of years up9
Number of years down3
Best 1-yr total return (16 May 2024)17.64%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return17.64%
Worst 3-yr total return1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGBGXCategory
YTD0.74%8.60%
1-month-2.83%0.11%
3-month1.10%4.82%
1-year8.55%25.33%
3-year1.26%8.02%
5-year5.15%8.06%
10-year4.67%6.03%
Last bull market16.24%13.54%
Last bear market-11.37%-13.20%

Annual total return (%) history

Year
RGBGXCategory
2024
N/AN/A
2023
14.10%N/A
2022
-13.97%N/A
2021
9.50%N/A
2020
10.87%6.18%
2019
17.64%16.10%
2018
-5.81%-8.26%
2017
14.38%14.79%
2016
6.73%6.04%
2015
-3.17%-4.15%
2014
4.04%1.54%
2013
17.55%10.07%
2012
13.10%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
20234.18%3.47%-4.30%10.60%
2022-5.30%-11.37%-6.78%9.95%
20211.72%4.48%-0.54%3.58%
2020-13.26%12.23%3.33%10.23%
20198.64%2.30%-0.87%6.77%
20180.14%-0.42%0.57%-6.09%
20174.45%3.40%3.16%2.66%
20163.31%3.07%2.30%-2.01%
20150.68%-0.39%-5.02%1.66%
20142.38%3.78%-1.57%-0.51%
20134.37%0.34%5.95%5.95%
20127.42%-1.79%4.79%2.30%
20112.05%-10.28%5.56%N/A

Rank in category (by total return)

YTD64
1-month55
3-month64
1-year42
3-year43
5-year35

Load adjusted returns

1-year8.55%
3-year1.26%
5-year5.15%
10-year4.67%