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GBLAX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A (MUTUAL FUND)
Basic Info 37.88 0.16(0.42%) May 22
Asset Class: | World Allocation |
MyPlanIQ Rating: | (48%) |
Start Date: | 02/01/2011 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.78% |
Expenses | 0.54% |
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Performance Analytics (As of 05/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/01/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 4.7 | 13.4 | 2.1 | 6.0 | 4.6 | 5.8 | 13.7 | -14.3 | 9.2 | 10.5 | 17.3 | -6.1 | 14.0 | 5.8 | -3.5 | 3.7 | 17.2 | 12.8 | -2.0 |
Sharpe Ratio | NA | 1.31 | 1.25 | -0.01 | 0.36 | 0.35 | 0.49 | 1.16 | -1.13 | 1.12 | 0.52 | 2.34 | -0.82 | 3.03 | 0.61 | -0.4 | 0.55 | 2.4 | 1.58 | -0.15 |
Draw Down(%) | NA | 3.4 | 8.4 | 22.6 | 23.4 | 23.4 | 23.4 | 8.4 | 22.5 | 3.7 | 23.4 | 3.9 | 13.3 | 2.0 | 6.1 | 9.7 | 5.6 | 6.0 | 6.6 | 13.5 |
Standard Deviation(%) | NA | 7.5 | 8.0 | 10.2 | 12.3 | 10.3 | 10.2 | 8.2 | 13.9 | 8.2 | 19.5 | 6.8 | 9.1 | 4.4 | 9.2 | 8.8 | 6.7 | 7.1 | 8.1 | 14.5 |
Treynor Ratio | NA | 0.12 | 0.11 | 0.0 | 0.07 | 0.05 | 0.07 | 0.11 | -0.21 | 0.13 | 0.24 | 0.2 | -0.08 | 0.15 | 0.05 | -0.03 | 0.04 | 0.2 | 0.14 | -0.02 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.01 |
Beta | NA | 0.83 | 0.89 | 0.77 | 0.63 | 0.72 | 0.77 | 0.87 | 0.76 | 0.7 | 0.43 | 0.8 | 0.89 | 0.89 | 1.02 | 1.02 | 0.94 | 0.86 | 0.93 | 0.91 |
RSquared | NA | 0.9 | 0.88 | 0.73 | 0.4 | 0.49 | 0.58 | 0.81 | 0.7 | 0.61 | 0.15 | 0.47 | 0.69 | 0.62 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
Yield(%) | N/A | 0.3 | 1.8 | 2.9 | 2.8 | 2.8 | N/A | 1.8 | 1.3 | 6.2 | 1.3 | 2.2 | 2.1 | 3.5 | 1.5 | 3.1 | 4.3 | 3.6 | 2.3 | 1.1 |
Dividend Growth(%) | N/A | -79.5 | 30.6 | 87.8 | 4.0 | N/A | N/A | 18.6 | -78.7 | 400.4 | -28.0 | -6.5 | -32.8 | 151.0 | -55.8 | -28.1 | 33.5 | 73.5 | 98.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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