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American Funds Global Balanced R2E (RGGHX)
34.72
-0.19
(-0.54%)
At close: 8:02:10 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.18% |
| 5y Average Return | 6.12% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 7, 2025) | 16.71% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 16.71% |
| Worst 3Y Total Return | 0.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RGGHX
Category
- YTD
- 1.64%
- 8.60%
- 1-Month
- -1.85%
- 0.11%
- 3-Month
- 1.64%
- 4.82%
- 1-Year
- 4.17%
- 25.33%
- 3-Year
- 3.28%
- 8.02%
- 5-Year
- 7.52%
- 8.06%
- 10-Year
- 4.57%
- 6.03%
- Last Bull Market
- 7.84%
- 13.54%
- Last Bear Market
- -11.54%
- -13.20%
Annual Total Return (%) History
Year
RGGHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.64% | -- | -- | -- |
| 2024 | 3.48% | 0.35% | 6.85% | -4.42% |
| 2023 | 3.95% | 3.28% | -4.48% | 10.35% |
| 2022 | -5.48% | -11.54% | -6.97% | 9.73% |
| 2021 | 1.53% | 4.27% | -0.74% | 3.36% |
| 2020 | -13.46% | 12.02% | 3.12% | 9.98% |
| 2019 | 8.42% | 2.10% | -1.08% | 6.58% |
| 2018 | -0.04% | -0.63% | 0.36% | -6.27% |
| 2017 | 4.25% | 3.18% | 2.96% | 2.46% |
| 2016 | 3.15% | 2.83% | 2.10% | -2.17% |
| 2015 | 0.62% | -0.44% | -5.18% | 1.60% |
| 2014 | -0.59% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 60 |
| 3-Month | 51 |
| 1-Year | 66 |
| 3-Year | 51 |
| 5-Year | 79 |
Load Adjusted Returns
| 1-Year | 4.17% |
| 3-Year | 3.28% |
| 5-Year | 7.52% |
| 10-Year | 4.57% |
Performance & Risk
| YTD Return | -4.18% |
| 5y Average Return | 6.12% |
| Rank in Category (ytd) | 51 |
| % 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 | 1.64% |
| Yield | 1.52% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2011 |
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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