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American Funds Global Balanced Fd Cl R-1: (MF: RGBLX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:27 PM ET
$41.52 USD
+0.60 (1.47%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.27 | 38 |
| 3 months | 2.59 | 37 |
| 6 months | 6.45 | 63 |
| 1 Year | 16.27 | 38 |
| 3 Year | 11.55 | 60 |
| 5 Year | 5.07 | 67 |
| 10 Year | 6.16 | 69 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 16.26 |
| 5 Year | 5.07 |
| 10 Year | 6.16 |
| Since Inception | 5.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.56 | 7.54 | 3.76 | 2.59 |
| 2024 | 3.40 | 0.27 | 6.80 | -4.50 |
| 2023 | 3.88 | 3.20 | -4.54 | 10.29 |
| 2022 | -5.54 | -11.60 | -7.02 | 9.67 |
| 2021 | 1.48 | 4.20 | -0.82 | 3.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.27 | 5.76 | 12.87 | -14.86 | 8.36 | 9.61 | 16.34 | -6.83 | 13.08 | 5.66 |
| % Total Return Rel to Index | -1.95 | -19.26 | -13.37 | 3.34 | -20.31 | -8.78 | -15.14 | -2.44 | -8.70 | -6.27 |
| % Total Return Rel to Peer | 1.76 | -4.15 | -0.28 | -1.89 | -3.14 | -1.06 | -0.85 | -0.33 | -0.37 | -0.60 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.65 | 0.42 | 0.33 | 0.27 | 0.38 | 0.20 | 0.38 | 0.44 | 0.28 | 0.36 |
| % Yield | 1.50 | 1.09 | 1.41 | 0.81 | 0.92 | 0.52 | 1.08 | 1.43 | 0.83 | 1.21 |
| Capital Gains ($) | 1.59 | 1.32 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 |
| Expense Ratio | 1.54 | 1.54 | 1.55 | 1.52 | 1.55 | 1.59 | 1.61 | 1.62 | 1.63 | 1.58 |
* 1 = Top 20%, 5 = Bottom 20%