UK markets closed

American Funds Global Balanced R5E (RGBHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
37.41-0.12 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.18%
5-year average return5.47%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)17.47%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return17.47%
Worst 3-yr total return1.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGBHXCategory
YTD3.80%8.60%
1-month3.08%0.11%
3-month2.64%4.82%
1-year13.64%25.33%
3-year1.61%8.02%
5-year6.32%8.06%
10-year4.67%6.03%
Last bull market16.15%13.54%
Last bear market-11.42%-13.20%

Annual total return (%) history

Year
RGBHXCategory
2024
N/AN/A
2023
13.92%N/A
2022
-14.11%N/A
2021
9.33%N/A
2020
10.71%6.18%
2019
17.47%16.10%
2018
-5.96%-8.26%
2017
14.35%14.79%
2016
6.52%6.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20234.15%3.41%-4.32%10.54%
2022-5.32%-11.42%-6.80%9.88%
20211.68%4.45%-0.60%3.55%
2020-13.29%12.21%3.29%10.17%
20198.62%2.24%-0.90%6.74%
20180.12%-0.44%0.50%-6.13%
20174.42%3.41%3.17%2.65%
20163.26%2.98%2.25%-2.03%

Rank in category (by total return)

YTD64
1-month58
3-month67
1-year53
3-year46
5-year41

Load adjusted returns

1-year13.64%
3-year1.61%
5-year6.32%
10-year4.67%