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American Funds Global Balanced R2E (RGGHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.62-0.01 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.59%
5-year average return4.88%
Number of years up6
Number of years down3
Best 1-yr total return (23 Jun 2024)16.71%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return16.71%
Worst 3-yr total return0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGGHXCategory
YTD3.51%8.60%
1-month3.00%0.11%
3-month2.46%4.82%
1-year12.88%25.33%
3-year0.94%8.02%
5-year5.63%8.06%
10-year4.04%6.03%
Last bull market15.84%13.54%
Last bear market-11.54%-13.20%

Annual total return (%) history

Year
RGGHXCategory
2024
N/AN/A
2023
13.17%N/A
2022
-14.64%N/A
2021
8.62%N/A
2020
9.95%6.18%
2019
16.71%16.10%
2018
-6.57%-8.26%
2017
13.47%14.79%
2016
5.96%6.04%
2015
-3.49%-4.15%
2014
N/A1.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.48%N/AN/AN/A
20233.95%3.28%-4.48%10.35%
2022-5.48%-11.54%-6.97%9.73%
20211.53%4.27%-0.74%3.36%
2020-13.46%12.02%3.12%9.98%
20198.42%2.10%-1.08%6.58%
2018-0.04%-0.63%0.36%-6.27%
20174.25%3.18%2.96%2.46%
20163.15%2.83%2.10%-2.17%
20150.62%-0.44%-5.18%1.60%
2014-0.59%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month64
3-month72
1-year60
3-year57
5-year54

Load adjusted returns

1-year12.88%
3-year0.94%
5-year5.63%
10-year4.04%