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RGBFX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-5 (MUTUAL FUND)
Basic Info 39.77 0.06(0.15%) July 02
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 02/02/2011 |
| Last Dividend Date: | 03/21/2025 |
| 12-Mo. Yield | 1.66% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 8.9 | 7.7 | 9.3 | 5.9 | 5.0 | 5.8 | 3.1 | 14.1 | -14.0 | 4.9 | 10.8 | 17.6 | -5.9 | 14.3 | 6.0 | -3.2 | 3.9 | 17.5 | 13.0 | -1.8 |
| Sharpe Ratio | NA | 1.29 | 0.35 | 0.55 | 0.36 | 0.34 | 0.47 | -0.42 | 1.21 | -1.12 | 0.56 | 0.54 | 2.4 | -0.79 | 3.28 | 0.63 | -0.37 | 0.58 | 2.44 | 1.61 | -0.13 |
| Draw Down(%) | NA | 8.4 | 11.9 | 12.4 | 25.6 | 25.6 | 25.6 | 7.8 | 8.3 | 22.3 | 6.0 | 23.3 | 3.9 | 13.1 | 1.9 | 6.1 | 9.6 | 5.5 | 6.0 | 6.5 | 13.4 |
| Standard Deviation(%) | NA | 11.6 | 10.4 | 10.0 | 10.2 | 10.6 | 10.3 | 8.3 | 8.2 | 13.8 | 8.8 | 19.5 | 6.7 | 9.1 | 4.2 | 9.2 | 8.7 | 6.7 | 7.2 | 8.1 | 14.5 |
| Treynor Ratio | NA | 0.18 | 0.06 | 0.07 | 0.05 | 0.04 | 0.05 | -0.06 | 0.11 | -0.19 | 0.11 | 0.11 | 0.2 | -0.08 | 0.15 | 0.06 | -0.03 | 0.04 | 0.2 | 0.14 | -0.02 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.02 |
| Beta | NA | 0.85 | 0.61 | 0.79 | 0.8 | 0.89 | 0.89 | 0.63 | 0.92 | 0.8 | 0.46 | 0.95 | 0.8 | 0.89 | 0.93 | 1.03 | 1.02 | 0.94 | 0.87 | 0.93 | 0.91 |
| RSquared | NA | 0.9 | 0.51 | 0.73 | 0.75 | 0.78 | 0.81 | 0.59 | 0.87 | 0.84 | 0.38 | 0.89 | 0.48 | 0.68 | 0.76 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.6 | 1.7 | 2.0 | 2.0 | 2.5 | N/A | 2.3 | 2.1 | 1.5 | 2.1 | 1.6 | 2.5 | 2.4 | 3.8 | 1.7 | 3.3 | 4.5 | 3.9 | 2.5 | 1.3 |
| Dividend Growth(%) | N/A | -74.5 | -15.5 | -8.3 | -17.2 | N/A | N/A | 18.7 | 15.9 | -25.2 | 40.3 | -23.2 | -5.4 | -30.4 | 138.8 | -53.4 | -26.1 | 29.3 | 69.3 | 85.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2011
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