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American Funds Global Insight R-2 (RGLBX)

25.05
+0.01
+(0.04%)
At close: May 30 at 8:02:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.58%
5y Average Return 10.09%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 30, 2025) 17.25%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 17.25%
Worst 3Y Total Return 2.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RGLBX
Category
YTD
2.25%
12.08%
1-Month
1.72%
0.64%
3-Month
-1.67%
6.49%
1-Year
8.71%
38.01%
3-Year
8.46%
12.74%
5-Year
9.81%
12.82%
10-Year
7.61%
9.05%
Last Bull Market
9.56%
18.82%
Last Bear Market
-13.57%
-20.53%

Annual Total Return (%) History

Year
RGLBX
Category
2025
--
--
2024
9.28%
--
2023
17.25%
--
2022
-16.06%
--
2021
12.82%
--
2020
15.47%
12.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.52% -- -- --
2024 6.05% 0.67% 6.06% -3.49%
2023 7.20% 4.21% -5.46% 11.02%
2022 -7.10% -13.57% -7.48% 12.99%
2021 2.93% 5.80% -2.22% 5.95%
2020 -17.85% 17.12% 6.63% 12.54%

Rank in Category (By Total Return)

YTD 22
1-Month 14
3-Month 22
1-Year 62
3-Year 68
5-Year 80

Load Adjusted Returns

1-Year 8.71%
3-Year 8.46%
5-Year 9.81%
10-Year 7.61%

Performance & Risk

YTD Return 8.58%
5y Average Return 10.09%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family American Funds
Net Assets 15.69B
YTD Return 2.25%
Yield 0.24%
Morningstar Rating
Inception Date Nov 08, 2019

Fund Summary

The fund invests primarily in common stocks around the world that the investment adviser believes have the potential for growth, many of which have the potential to pay dividends. Under normal market conditions, the fund will invest at least 80% of its assets in equity-type securities. The fund manager will allocate fund's assets among various countries, including the United States. Under normal market conditions, the fund will invest a percentage of its net assets outside the United States.

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