Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-A) | 4.48% | 14.67% | 12.05% | 4.57% | 6.24% | 6.13% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-A) | 02/02/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 14.67 | 12.05 | 4.57 | 6.24 | 6.13 | NA | … | … | 4.48 | 17.11 | 6.50 | 13.69 | -14.28 | 4.55 | 10.45 | 17.22 | -6.19 | 13.95 | 5.73 | -3.52 | 3.62 | 17.06 | 12.71 | -2.04 |
| Sharpe Ratio | NA | 1.88 | 1.13 | 0.26 | 0.47 | NA | NA | … | … | 1.41 | 1.55 | 0.37 | 1.24 | -1.14 | 0.51 | 0.52 | 2.32 | -0.83 | 3.18 | 0.60 | -0.40 | 0.54 | 2.39 | 1.57 | -0.16 |
| Standard Deviation(%) | NA | 8.17 | 8.71 | 9.88 | 10.48 | NA | NA | … | … | 10.30 | 9.20 | 7.72 | 8.16 | 13.86 | 8.79 | 19.55 | 6.78 | 9.12 | 4.20 | 9.17 | 8.76 | 6.71 | 7.13 | 8.13 | 14.48 |
| Draw Down(%) | NA | 6.73 | 8.89 | 25.81 | 25.81 | NA | NA | … | … | 6.73 | 8.45 | 4.81 | 8.37 | 22.51 | 6.08 | 23.35 | 3.93 | 13.34 | 1.98 | 6.04 | 9.69 | 5.60 | 5.97 | 6.59 | 13.51 |
| Yield(%) | 0.00 | 6.54 | 5.10 | 3.19 | 3.20 | 3.51 | 2.71 | … | … | 0.44 | 6.95 | 5.59 | 1.77 | 1.26 | 1.79 | 1.32 | 2.11 | 2.05 | 3.43 | 1.41 | 2.99 | 4.20 | 3.50 | 2.20 | 1.12 |
Data as of 06/05/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-A) |
-1.30%
Sep 2019 – Sep 2022 |
0.33%
Sep 2017 – Sep 2022 |
3.14%
Oct 2013 – Oct 2023 |
5.89%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-A) |
14.86%
Sep 2022 – Sep 2025 |
8.50%
Feb 2016 – Feb 2021 |
7.93%
Sep 2011 – Sep 2021 |
6.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart