Nasdaq - Delayed Quote USD

American Funds Global Balanced R6 (RGBGX)

37.59 +0.01 (+0.03%)
At close: 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.64%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

Performance & Risk

YTD Return 4.55%
5y Average Return 5.79%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RGBGXCategory AverageRGBGXCategory AverageRGBGXCategory Average
Alpha 0.72 -0.04 0.03 -0.03 -0.7 -0.03
BETA 0.98 0.01 0.98 0.01 0.98 0.01
Mean Annual Return 0.21 0.01 0.59 0.01 0.43 0.01
R-squared 96.77 0.89 97.31 0.89 94.67 0.89
Standard Deviation 12.55 0.13 12.36 0.11 10.1 0.1
Sharpe Ratio -0.06 0.01 0.39 0.01 0.36 0.01
Treynor Ratio -1.54 0.06 4.3 0.06 3.29 0.05

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