Nasdaq - Delayed Quote USD

American Funds Moderate Growth and Income Portfolio (RBAAX)

18.75
+0.07
+(0.37%)
At close: May 29 at 6:47:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.98%
5y Average Return 7.98%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 28, 2025) 18.59%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 18.59%
Worst 3Y Total Return 2.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RBAAX
Category
YTD
0.64%
0.00%
1-Month
0.17%
0.00%
3-Month
-2.19%
0.00%
1-Year
9.39%
0.00%
3-Year
6.55%
0.00%
5-Year
7.89%
0.00%
10-Year
6.13%
0.00%
Last Bull Market
11.06%
0.00%
Last Bear Market
-11.01%
0.00%

Annual Total Return (%) History

Year
RBAAX
Category
2025
--
--
2024
10.53%
--
2023
12.98%
--
2022
-14.21%
--
2021
13.02%
--
2020
12.27%
--
2019
18.59%
--
2018
-5.32%
--

2017
15.77%
--
2016
5.15%
--
2015
-0.26%
--
2014
5.76%
--
2013
17.31%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.47% -- -- --
2024 5.04% 1.05% 6.00% -1.76%
2023 3.24% 3.25% -3.46% 9.78%
2022 -5.18% -11.01% -6.24% 8.44%
2021 3.12% 4.88% -0.78% 5.33%
2020 -12.90% 12.68% 4.79% 9.17%
2019 8.52% 2.78% 0.22% 6.08%
2018 -0.52% 0.65% 1.89% -7.19%
2017 4.78% 3.28% 3.43% 3.42%
2016 1.17% 2.04% 2.55% -0.68%

2015 1.55% -0.56% -4.54% 3.47%
2014 1.26% 3.19% -0.66% 1.88%
2013 5.13% 0.79% 4.52% 5.92%
2012 4.50% 1.77% -- --

Rank in Category (By Total Return)

YTD 58
1-Month 53
3-Month 71
1-Year 32
3-Year 32
5-Year 42

Load Adjusted Returns

1-Year 9.39%
3-Year 6.55%
5-Year 7.89%
10-Year 6.13%

Performance & Risk

YTD Return 3.98%
5y Average Return 7.98%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family American Funds
Net Assets 14.26B
YTD Return 0.64%
Yield 1.46%
Morningstar Rating
Inception Date Jul 13, 2018

Fund Summary

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds may include growth, growth-and-income, equity-income, balanced and fixed income funds. Normally through its investments in the underlying funds, the fund will maintain at least 45% of the value of its net assets in common stocks and other equity investments and at least 25% of the value of its net assets in bonds and other debt securities (including money market instruments). The fund will have exposure to growth-oriented common stocks.

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