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American Funds Global Balanced R5E (RGBHX)

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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
RGBHXCategory average
5 years
RGBHXCategory average
10 years
RGBHXCategory average
Alpha
0.56-0.04
-0.12-0.03
-0.82-0.03
BETA
0.980.01
0.980.01
0.980.01
Mean annual return
0.20.01
0.580.01
0.420.01
R-squared
96.820.89
97.340.89
94.730.89
Standard deviation
12.530.13
12.350.11
10.090.1
Sharpe ratio
-0.070.01
0.380.01
0.350.01
Treynor ratio
-1.70.06
4.140.06
3.160.05