RGBFX
American Funds Global Balanced Fund Class R-5
Mutual fund
$41.92+0.19 (+0.46%)Close Oct 2, 2026
Feb 1, 2011 – Oct 2, 2026, Dividends reinvested
- Final balance
- $27,989
- CAGR
- +6.79%
- Max drawdown
- −23.32%
- Sharpe ratio
- 0.71
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.19%
- 3M
- −0.55%
- 6M
- +4.95%
- YTD
- +5.66%
- 1Y
- +8.24%
- 3Y
- +13.89%
- 5Y
- +6.01%
- 10Y
- +6.94%
- 15Y
- +7.62%
- Since 2011
- +6.79%
Metrics
Since 2011| Volatility | 10.01% |
|---|---|
| Sortino ratio | 0.98 |
| Calmar ratio | 0.29 |
| Best year, 2019 | +17.56% |
| Worst year, 2022 | −14.00% |
| Positive years | 11 of 14 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.3% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −13.4% | May 2011 | Oct 2011 | Mar 2012 | 11 months |
| −13.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −12.4% | May 2015 | Jan 2016 | Jun 2016 | 1.1 years |
Annual returns
2011 from Feb 1 · 2026 through Oct 2