RGBLX
American Funds Global Balanced-R1
$37.45
0.01 (0.03%)
Currency in USD / Last Updated: 3/28/2024
Category | World |
---|---|
Market Cap | 27619.001M |
52 Week High | 37.45 |
52 Week Low | 32.089 |
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Key Data
Symbol | RGBLX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 37.45 |
Price Yesterday | 37.44 |
Market Cap | 27,619.00 |
YTD Return | 3.41% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0155 |
Overview
52 Week High | 37.45 |
---|---|
52 Week Low | 32.09 |
Market Cap | 27,619.00M |
Shares Outstanding | 737.49M |
Income Dividend Yield | 0.94% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.94% |
Returns Annualized
One Day | 6.97% |
---|---|
Five Days | 12.15% |
One Months | 35.16% |
Three Months | 14.86% |
Six Months | 30.67% |
Nine Months | 12.15% |
One Year | 12.53% |
Three Years | 2.01% |
Five Years | 4.87% |
Ten Years | 4.00% |
YTD | 14.86% |
Since Inception | 5.12% |
Returns Total
One Day | 0.03% |
---|---|
Five Days | 0.23% |
One Month | 2.42% |
Three Months | 3.41% |
Six Months | 14.05% |
Nine Months | 8.87% |
One Year | 12.35% |
Three Years | 6.11% |
Five Years | 26.76% |
Ten Years | 47.87% |
YTD | 3.41% |
Since Inception | 92.52% |
Yearly Returns
2024 | 3.41% |
---|---|
2023 | 12.88% |
2022 | -14.86% |
2021 | 8.36% |
2020 | 9.62% |
2019 | 16.34% |
2018 | -6.84% |
2017 | 13.09% |
2016 | 5.66% |
2015 | -4.12% |
Risk against SP-DA
Alpha | -9.15% |
---|---|
Beta | 0.62 |
Correlation | 92.09% |
Downside Deviation | 2.24% |
Coefficient of determination | 84.80% |
Standard Deviation | 2.25% |
Sharpe Ratio | -2.62 |
Sortino | -9.07 |
Treynor | 14.33 |
Ulcer Index | 2.99 |
Ulcer Performance Index | -6.82 |