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American Funds Global Balanced Fd Cl C: (MF: GBLCX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$39.91 USD
+0.30 (0.76%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.81 | 62 |
| 3 months | 5.24 | 50 |
| 6 months | 7.75 | 51 |
| 1 Year | 15.54 | 53 |
| 3 Year | 1.61 | 68 |
| 5 Year | 5.85 | 64 |
| 10 Year | 4.10 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 8.07 |
| 5 Year | 4.49 |
| 10 Year | 3.63 |
| Since Inception | 4.81 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.39 | 0.31 | NA | NA |
| 2023 | 3.87 | 3.19 | -4.56 | 10.29 |
| 2022 | -5.54 | -11.60 | -7.06 | 9.67 |
| 2021 | 1.45 | 4.21 | -0.81 | 3.30 |
| 2020 | -13.48 | 11.96 | 3.00 | 9.92 |
| 2019 | 8.36 | 2.00 | -1.14 | 6.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.81 | 12.83 | -14.89 | 8.34 | 9.68 | 16.35 | -6.84 | 13.10 | 5.58 | -4.20 | 2.86 |
| % Total Return Rel to Index | -10.73 | -13.41 | 3.31 | -20.34 | -8.71 | -15.14 | -2.44 | -8.68 | -6.35 | -5.59 | -10.78 |
| % Total Return Rel to Peer | -1.15 | -0.32 | -1.92 | -3.16 | -1.00 | -0.84 | -0.34 | -0.35 | -0.69 | -1.84 | -1.21 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 4.00 | 5.00 | 5.00 |
| % Dividends | 0.19 | 0.32 | 0.25 | 0.38 | 0.20 | 0.39 | 0.44 | 0.29 | 0.35 | 0.14 | 0.32 |
| % Yield | 0.47 | 0.93 | 0.74 | 0.90 | 0.51 | 1.08 | 1.39 | 0.85 | 1.13 | 0.46 | 0.99 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.55 | 0.72 |
| Expense Ratio | 1.57 | 1.57 | 1.55 | 1.55 | 1.57 | 1.59 | 1.61 | 1.63 | 1.65 | 1.65 | 1.69 |
* 1 = Top 20%, 5 = Bottom 20%