RGBGX
American Funds Global Balanced-R6
$38.01
-0.10 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25962.425M |
| 52 Week High | 38.11 |
| 52 Week Low | 31.791 |
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Key Data
| Symbol | RGBGX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 38.01 |
| Price Yesterday | 38.11 |
| Market Cap | 25,962.43 |
| YTD Return | 5.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0048 |
Overview
| 52 Week High | 38.11 |
|---|---|
| 52 Week Low | 31.79 |
| Market Cap | 25,962.43M |
| Shares Outstanding | 683.04M |
| Income Dividend Yield | 2.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.00% |
Returns Annualized
| One Day | -48.46% |
|---|---|
| Five Days | 95.04% |
| One Months | 20.18% |
| Three Months | 8.20% |
| Six Months | 13.95% |
| Nine Months | 23.32% |
| One Year | 13.48% |
| Three Years | 2.11% |
| Five Years | 5.90% |
| Ten Years | 4.93% |
| YTD | 11.45% |
| Since Inception | 6.23% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.33% |
| One Month | 1.47% |
| Three Months | 1.96% |
| Six Months | 6.63% |
| Nine Months | 16.81% |
| One Year | 13.47% |
| Three Years | 6.43% |
| Five Years | 33.10% |
| Ten Years | 61.59% |
| YTD | 5.75% |
| Since Inception | 124.67% |
Yearly Returns
| 2024 | 5.75% |
|---|---|
| 2023 | 14.10% |
| 2022 | -13.97% |
| 2021 | 9.50% |
| 2020 | 10.87% |
| 2019 | 17.63% |
| 2018 | -5.81% |
| 2017 | 14.38% |
| 2016 | 6.73% |
| 2015 | -3.17% |
Risk against SP-DA
| Alpha | -6.03% |
|---|---|
| Beta | 0.61 |
| Correlation | 85.77% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 73.57% |
| Standard Deviation | 2.27% |
| Sharpe Ratio | -1.94 |
| Sortino | -6.98 |
| Treynor | 13.37 |
| Ulcer Index | 2.92 |
| Ulcer Performance Index | -5.22 |