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GBLCX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (MUTUAL FUND)
Basic Info 40.15 0.03(0.07%) July 25
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 02/02/2011 |
| Last Dividend Date: | 06/20/2025 |
| 12-Mo. Yield | 1.44% |
| Expenses | 0.54% |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 10.6 | 8.1 | 8.6 | 4.4 | 4.4 | 4.9 | 2.1 | 12.8 | -14.9 | 3.8 | 9.7 | 16.4 | -6.8 | 13.1 | 5.2 | -4.2 | 2.9 | 16.2 | 11.9 | -2.6 |
| Sharpe Ratio | NA | 1.54 | 0.48 | 0.53 | 0.23 | 0.28 | 0.38 | -0.55 | 1.06 | -1.18 | 0.43 | 0.48 | 2.2 | -0.9 | 2.82 | 0.54 | -0.49 | 0.42 | 2.27 | 1.47 | -0.2 |
| Draw Down(%) | NA | 8.6 | 12.4 | 12.6 | 26.3 | 26.3 | 26.3 | 8.0 | 8.6 | 22.9 | 6.2 | 23.4 | 4.0 | 13.9 | 2.0 | 6.0 | 9.9 | 5.8 | 6.0 | 6.7 | 13.8 |
| Standard Deviation(%) | NA | 10.9 | 10.2 | 9.9 | 10.1 | 10.6 | 10.2 | 8.3 | 8.2 | 13.8 | 8.8 | 19.6 | 6.8 | 9.1 | 4.4 | 9.2 | 8.7 | 6.7 | 7.1 | 8.1 | 14.5 |
| Treynor Ratio | NA | 0.25 | 0.09 | 0.07 | 0.03 | 0.03 | 0.04 | -0.07 | 0.09 | -0.2 | 0.08 | 0.1 | 0.19 | -0.09 | 0.14 | 0.05 | -0.04 | 0.03 | 0.19 | 0.13 | -0.03 |
| Alpha | NA | 0.04 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.68 | 0.53 | 0.74 | 0.78 | 0.87 | 0.88 | 0.63 | 0.92 | 0.8 | 0.46 | 0.95 | 0.8 | 0.89 | 0.89 | 1.03 | 1.02 | 0.95 | 0.86 | 0.93 | 0.91 |
| RSquared | NA | 0.73 | 0.45 | 0.69 | 0.73 | 0.77 | 0.8 | 0.59 | 0.87 | 0.84 | 0.38 | 0.9 | 0.48 | 0.68 | 0.61 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | 1.1 | 1.0 | 0.7 | 1.0 | 0.6 | 1.3 | 1.4 | 2.6 | 0.8 | 2.3 | 3.5 | 2.7 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | -18.3 | N/A | N/A | N/A | N/A | N/A | 27.7 | 24.9 | -33.1 | 88.2 | -48.2 | -10.9 | -43.2 | 233.1 | -65.8 | -34.6 | 41.5 | 117.6 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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See World Allocation Asset Class Trend Rankings |
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