American Funds Global Balanced Fund Class R-2 (RGBBX)

$37.13
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryGlobal & Intl. Equity
Fund BenchmarkEurope
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Global Balanced Fund Class R-2 19 0.53 2.68% 5.56% 1.66%
Europe 32 0.85 3.89% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.40% 3.32% -0.92%
Year-to-Date 2.68% 3.89% -1.21%
1 Year 12.52% 14.04% -1.52%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

19%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.66%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$2,022

Real cost (fees + lost compounding)

$2,511

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-0.64%