Nasdaq - Delayed Quote USD
American Funds Global Balanced R4 (RGBEX)
36.17
-0.19
(-0.52%)
As of 8:07:10 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.87% |
| 5y Average Return | 6.80% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 16, 2025) | 17.22% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 17.22% |
| Worst 3Y Total Return | 1.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RGBEX
Category
- YTD
- 1.74%
- 8.60%
- 1-Month
- -1.82%
- 0.11%
- 3-Month
- 1.74%
- 4.82%
- 1-Year
- 4.64%
- 25.33%
- 3-Year
- 3.75%
- 8.02%
- 5-Year
- 8.02%
- 8.06%
- 10-Year
- 5.01%
- 6.03%
- Last Bull Market
- 8.16%
- 13.54%
- Last Bear Market
- -11.46%
- -13.20%
Annual Total Return (%) History
Year
RGBEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.74% | -- | -- | -- |
| 2024 | 3.58% | 0.48% | 6.99% | -4.32% |
| 2023 | 4.10% | 3.39% | -4.39% | 10.51% |
| 2022 | -5.36% | -11.46% | -6.87% | 9.86% |
| 2021 | 1.64% | 4.40% | -0.65% | 3.50% |
| 2020 | -13.34% | 12.18% | 3.21% | 10.14% |
| 2019 | 8.55% | 2.19% | -0.96% | 6.69% |
| 2018 | 0.06% | -0.50% | 0.48% | -6.18% |
| 2017 | 4.37% | 3.28% | 3.07% | 2.58% |
| 2016 | 3.22% | 2.95% | 2.21% | -2.06% |
| 2015 | 0.63% | -0.48% | -5.10% | 1.58% |
| 2014 | 2.30% | 3.66% | -1.62% | -0.63% |
| 2013 | 4.25% | 0.30% | 5.83% | 5.86% |
| 2012 | 7.40% | -1.90% | 4.71% | 2.26% |
| 2011 | 1.97% | -10.35% | 5.46% | -- |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 59 |
| 3-Month | 50 |
| 1-Year | 59 |
| 3-Year | 45 |
| 5-Year | 70 |
Load Adjusted Returns
| 1-Year | 4.64% |
| 3-Year | 3.75% |
| 5-Year | 8.02% |
| 10-Year | 5.01% |
Performance & Risk
| YTD Return | -0.87% |
| 5y Average Return | 6.80% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | American Funds |
| Net Assets | 25.67B |
| YTD Return | 1.74% |
| Yield | 1.98% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.
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