RGBHX
American Funds Global Balanced Fund Class R-5E
Mutual fund
$41.80+0.18 (+0.43%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $20,678
- CAGR
- +6.91%
- Max drawdown
- −23.32%
- Sharpe ratio
- 0.70
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.20%
- 3M
- −0.58%
- 6M
- +4.89%
- YTD
- +5.58%
- 1Y
- +8.14%
- 3Y
- +13.78%
- 5Y
- +5.90%
- 10Y
- +6.85%
- Since 2015
- +6.91%
Metrics
Since 2015| Volatility | 10.28% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.30 |
| Best year, 2019 | +17.46% |
| Worst year, 2022 | −14.10% |
| Positive years | 8 of 10 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.4% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −13.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −8.8% | Sep 2024 | Apr 2025 | May 2025 | 7 months |
| −7.9% | Dec 2015 | Jan 2016 | Mar 2016 | 4 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2