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RGBGX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS R-6 (MUTUAL FUND)
Basic Info 36.79 0.17(0.46%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (4%) |
Start Date: | 02/02/2011 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.86% |
Expenses | 0.54% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/02/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.7 | 10.7 | 1.4 | 5.4 | 4.8 | 5.9 | 14.1 | -14.0 | 9.6 | 10.9 | 17.6 | -5.8 | 14.4 | 6.0 | -3.2 | 4.0 | 17.5 | 13.1 | -1.7 |
Sharpe Ratio | NA | 0.22 | 0.87 | -0.09 | 0.31 | 0.37 | 0.5 | 1.22 | -1.11 | 1.17 | 0.54 | 2.41 | -0.78 | 3.29 | 0.63 | -0.37 | 0.6 | 2.45 | 1.61 | -0.13 |
Draw Down(%) | NA | 3.4 | 8.3 | 22.4 | 23.3 | 23.3 | 23.3 | 8.3 | 22.3 | 3.6 | 23.3 | 3.9 | 13.0 | 2.0 | 6.1 | 9.6 | 5.5 | 5.9 | 6.5 | 13.3 |
Standard Deviation(%) | NA | 7.3 | 7.9 | 10.2 | 12.3 | 10.3 | 10.2 | 8.2 | 13.9 | 8.2 | 19.5 | 6.7 | 9.1 | 4.2 | 9.2 | 8.7 | 6.7 | 7.1 | 8.1 | 14.5 |
Treynor Ratio | NA | 0.02 | 0.08 | -0.01 | 0.06 | 0.05 | 0.07 | 0.11 | -0.2 | 0.14 | 0.25 | 0.2 | -0.08 | 0.15 | 0.06 | -0.03 | 0.04 | 0.2 | 0.14 | -0.02 |
Alpha | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.02 |
Beta | NA | 0.82 | 0.9 | 0.77 | 0.63 | 0.72 | 0.77 | 0.87 | 0.76 | 0.7 | 0.43 | 0.8 | 0.89 | 0.94 | 1.03 | 1.02 | 0.94 | 0.86 | 0.93 | 0.91 |
RSquared | NA | 0.89 | 0.88 | 0.73 | 0.39 | 0.49 | 0.58 | 0.81 | 0.7 | 0.61 | 0.15 | 0.48 | 0.68 | 0.77 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
Yield(%) | N/A | 0.4 | 2.2 | 3.2 | 3.1 | 3.2 | N/A | 2.2 | 1.6 | 6.6 | 1.7 | 2.5 | 2.4 | 3.8 | 1.7 | 3.4 | 4.6 | 4.0 | 2.6 | 1.4 |
Dividend Growth(%) | N/A | -78.9 | 25.9 | 75.1 | 6.7 | N/A | N/A | 16.4 | -75.1 | 322.4 | -22.7 | -5.1 | -30.1 | 140.4 | -53.5 | -26.8 | 29.0 | 69.8 | 85.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2011
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