RGGHX
American Funds Global Balanced Fund Class R-2E
Mutual fund
$41.73+0.18 (+0.43%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,397
- CAGR
- +5.17%
- Max drawdown
- −23.41%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.26%
- 3M
- −0.76%
- 6M
- +4.54%
- YTD
- +5.05%
- 1Y
- +7.41%
- 3Y
- +13.04%
- 5Y
- +5.21%
- 10Y
- +6.14%
- Since 2014
- +5.17%
Metrics
Since 2014| Volatility | 10.11% |
|---|---|
| Sortino ratio | 0.76 |
| Calmar ratio | 0.22 |
| Best year, 2019 | +16.70% |
| Worst year, 2022 | −14.63% |
| Positive years | 8 of 11 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.9% | Nov 2021 | Oct 2022 | May 2024 | 2.5 years |
| −13.6% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −12.6% | May 2015 | Jan 2016 | Jul 2016 | 1.2 years |
| −9.1% | Sep 2024 | Apr 2025 | May 2025 | 8 months |
Annual returns
2014 from Aug 29 · 2026 through Oct 2