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American Funds Global Balanced R3 (RGBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.02+0.26 (+0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.65%
5-year average return5.16%
Number of years up9
Number of years down3
Best 1-yr total return (4 July 2024)16.86%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return16.86%
Worst 3-yr total return0.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGBCXCategory
YTD3.90%8.60%
1-month0.32%0.11%
3-month0.40%4.82%
1-year9.63%25.33%
3-year1.13%8.02%
5-year4.95%8.06%
10-year4.10%6.03%
Last bull market15.92%13.54%
Last bear market-11.52%-13.20%

Annual total return (%) history

Year
RGBCXCategory
2024
N/AN/A
2023
13.38%N/A
2022
-14.52%N/A
2021
8.82%N/A
2020
10.16%6.18%
2019
16.86%16.10%
2018
-6.41%-8.26%
2017
13.62%14.79%
2016
6.07%6.04%
2015
-3.74%-4.15%
2014
3.33%1.54%
2013
16.81%10.07%
2012
12.41%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.48%0.40%N/AN/A
20234.00%3.32%-4.44%10.42%
2022-5.44%-11.52%-6.95%9.79%
20211.59%4.30%-0.70%3.43%
2020-13.41%12.09%3.17%10.02%
20198.45%2.15%-1.04%6.59%
20180.01%-0.57%0.37%-6.23%
20174.26%3.24%3.00%2.48%
20163.15%2.87%2.13%-2.13%
20150.56%-0.55%-5.18%1.51%
20142.19%3.62%-1.73%-0.70%
20134.17%0.22%5.76%5.79%
20127.29%-1.97%4.64%2.14%
20111.93%-10.44%5.43%N/A

Rank in category (by total return)

YTD60
1-month53
3-month55
1-year57
3-year56
5-year53

Load adjusted returns

1-year9.63%
3-year1.13%
5-year4.95%
10-year4.10%