RGBBX
American Funds Global Balanced-R2
$37.82
-0.10 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25956.887M |
| 52 Week High | 37.92 |
| 52 Week Low | 31.866 |
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Key Data
| Symbol | RGBBX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 37.82 |
| Price Yesterday | 37.92 |
| Market Cap | 25,956.89 |
| YTD Return | 5.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0155 |
Overview
| 52 Week High | 37.92 |
|---|---|
| 52 Week Low | 31.87 |
| Market Cap | 25,956.89M |
| Shares Outstanding | 686.33M |
| Income Dividend Yield | 1.01% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.01% |
Returns Annualized
| One Day | -48.63% |
|---|---|
| Five Days | 90.48% |
| One Months | 18.84% |
| Three Months | 6.99% |
| Six Months | 12.71% |
| Nine Months | 22.04% |
| One Year | 12.27% |
| Three Years | 1.01% |
| Five Years | 4.76% |
| Ten Years | 3.80% |
| YTD | 10.29% |
| Since Inception | 5.09% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.29% |
| One Month | 1.38% |
| Three Months | 1.67% |
| Six Months | 6.06% |
| Nine Months | 15.91% |
| One Year | 12.26% |
| Three Years | 3.06% |
| Five Years | 26.12% |
| Ten Years | 45.02% |
| YTD | 5.18% |
| Since Inception | 94.45% |
Yearly Returns
| 2024 | 5.18% |
|---|---|
| 2023 | 12.89% |
| 2022 | -14.90% |
| 2021 | 8.33% |
| 2020 | 9.66% |
| 2019 | 16.36% |
| 2018 | -6.84% |
| 2017 | 13.15% |
| 2016 | 5.59% |
| 2015 | -4.18% |
Risk against SP-DA
| Alpha | -7.11% |
|---|---|
| Beta | 0.6 |
| Correlation | 84.82% |
| Downside Deviation | 2.23% |
| Coefficient of determination | 71.95% |
| Standard Deviation | 2.28% |
| Sharpe Ratio | -2.09 |
| Sortino | -7.39 |
| Treynor | 11.49 |
| Ulcer Index | 3.05 |
| Ulcer Performance Index | -5.4 |