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American Funds Global Balanced R2 (RGBBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.34+0.05 (+0.13%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.84%
5-Year Average Return4.43%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)16.36%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return16.36%
Worst 3-Yr Total Return0.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRGBBXCategory
YTD3.42%8.60%
1-Month3.01%0.11%
3-Month2.40%4.82%
1-Year12.64%25.33%
3-Year0.68%8.02%
5-Year5.34%8.06%
10-Year3.67%6.03%
Last Bull Market15.73%13.54%
Last Bear Market-11.59%-13.20%

Annual Total Return (%) History

Year
RGBBXCategory
2024
N/AN/A
2023
12.89%N/A
2022
-14.90%N/A
2021
8.33%N/A
2020
9.66%6.18%
2019
16.36%16.10%
2018
-6.84%-8.26%
2017
13.15%14.79%
2016
5.58%6.04%
2015
-4.18%-4.15%
2014
2.85%1.54%
2013
16.27%10.07%
2012
11.98%10.74%
2011
N/A-3.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.42%N/AN/AN/A
20233.93%3.18%-4.55%10.30%
2022-5.55%-11.59%-7.04%9.63%
20211.46%4.21%-0.81%3.30%
2020-13.51%11.95%3.03%9.92%
20198.36%2.02%-1.15%6.48%
2018-0.10%-0.71%0.29%-6.35%
20174.19%3.10%2.90%2.37%
20163.04%2.77%2.00%-2.25%
20150.45%-0.66%-5.29%1.39%
20142.05%3.51%-1.84%-0.82%
20134.07%0.08%5.66%5.65%
20127.23%-2.09%4.53%2.04%
20111.81%-10.50%5.30%N/A

Rank In Category (By Total Return)

YTD70
1-Month63
3-Month73
1-Year62
3-Year62
5-Year60

Load Adjusted Returns

1-Year12.64%
3-Year0.68%
5-Year5.34%
10-Year3.67%