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American Funds Global Balanced Fd Cl 529-c: (MF: CBFCX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$39.85 USD
+0.29 (0.73%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.79 | 63 |
| 3 months | 5.24 | 51 |
| 6 months | 7.75 | 50 |
| 1 Year | 15.53 | 53 |
| 3 Year | 1.57 | 69 |
| 5 Year | 5.81 | 65 |
| 10 Year | 4.05 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 8.02 |
| 5 Year | 4.44 |
| 10 Year | 3.57 |
| Since Inception | 4.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.37 | 0.29 | NA | NA |
| 2023 | 3.87 | 3.18 | -4.55 | 10.26 |
| 2022 | -5.53 | -11.62 | -7.04 | 9.63 |
| 2021 | 1.44 | 4.21 | -0.83 | 3.27 |
| 2020 | -13.51 | 11.94 | 3.03 | 9.90 |
| 2019 | 8.34 | 1.99 | -1.16 | 6.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.79 | 12.78 | -14.92 | 8.27 | 9.63 | 16.28 | -6.87 | 13.04 | 5.49 | -4.27 | 2.78 |
| % Total Return Rel to Index | -10.75 | -13.45 | 3.28 | -20.41 | -8.77 | -15.20 | -2.47 | -8.74 | -6.44 | -5.66 | -10.86 |
| % Total Return Rel to Peer | -1.17 | -0.37 | -1.95 | -3.23 | -1.05 | -0.91 | -0.37 | -0.41 | -0.78 | -1.92 | -1.29 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 5.00 |
| % Dividends | 0.18 | 0.30 | 0.24 | 0.36 | 0.18 | 0.37 | 0.42 | 0.27 | 0.33 | 0.11 | 0.30 |
| % Yield | 0.45 | 0.89 | 0.72 | 0.88 | 0.47 | 1.06 | 1.37 | 0.80 | 1.11 | 0.40 | 0.94 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.55 | 0.72 |
| Expense Ratio | 1.62 | 1.62 | 1.60 | 1.59 | 1.62 | 1.64 | 1.66 | 1.69 | 1.72 | 1.73 | 1.76 |
* 1 = Top 20%, 5 = Bottom 20%