Back to top
American Funds Global Balanced Fd Cl R-2: (MF: RGBBX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:27 PM ET
$41.36 USD
+0.60 (1.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.24 | 39 |
| 3 months | 2.57 | 38 |
| 6 months | 6.42 | 63 |
| 1 Year | 16.24 | 39 |
| 3 Year | 11.55 | 60 |
| 5 Year | 5.05 | 68 |
| 10 Year | 6.15 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.24 |
| 5 Year | 5.05 |
| 10 Year | 6.15 |
| Since Inception | 5.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.56 | 7.54 | 3.75 | 2.57 |
| 2024 | 3.41 | 0.27 | 6.79 | -4.50 |
| 2023 | 3.92 | 3.17 | -4.55 | 10.30 |
| 2022 | -5.55 | -11.58 | -7.04 | 9.63 |
| 2021 | 1.45 | 4.21 | -0.80 | 3.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.24 | 5.76 | 12.89 | -14.89 | 8.33 | 9.66 | 16.35 | -6.83 | 13.14 | 5.58 |
| % Total Return Rel to Index | -1.97 | -19.25 | -13.35 | 3.30 | -20.35 | -8.74 | -15.13 | -2.44 | -8.65 | -6.35 |
| % Total Return Rel to Peer | 1.73 | -4.15 | -0.26 | -1.93 | -3.17 | -1.02 | -0.84 | -0.33 | -0.31 | -0.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.67 | 0.42 | 0.33 | 0.26 | 0.39 | 0.21 | 0.40 | 0.44 | 0.30 | 0.36 |
| % Yield | 1.56 | 1.08 | 1.46 | 0.79 | 0.95 | 0.54 | 1.12 | 1.44 | 0.89 | 1.19 |
| Capital Gains ($) | 1.59 | 1.32 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 |
| Expense Ratio | 1.55 | 1.55 | 1.55 | 1.55 | 1.56 | 1.58 | 1.59 | 1.60 | 1.60 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%