Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFBX (American Funds Global Balance) | NA | 6.18% | 1.94% | 5.93% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFBX (American Funds Global Balance) | 02/02/2011 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 6.18 | 1.94 | 5.93 | NA | NA | NA | … | … | 4.03 | 5.14 | -4.31 | 2.79 | 16.15 | 11.76 | -2.69 |
| Sharpe Ratio | NA | 0.79 | 0.23 | 0.74 | NA | NA | NA | … | … | 3.59 | 0.54 | -0.50 | 0.41 | 2.26 | 1.45 | -0.20 |
| Standard Deviation(%) | NA | 7.50 | 8.06 | 7.89 | NA | NA | NA | … | … | 4.28 | 9.17 | 8.76 | 6.71 | 7.13 | 8.15 | 14.48 |
| Draw Down(%) | NA | 5.98 | 13.11 | 13.11 | NA | NA | NA | … | … | 0.98 | 5.98 | 9.98 | 5.78 | 6.05 | 6.75 | 13.80 |
| Yield(%) | 0.00 | 0.52 | 1.84 | 2.20 | 1.18 | 0.79 | 0.59 | … | … | 0.00 | 0.61 | 2.07 | 3.30 | 2.61 | 1.29 | 0.56 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CBFBX (American Funds Global Balance) |
1.09%
Nov 2013 – Nov 2016 |
4.26%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFBX (American Funds Global Balance) |
12.28%
Sep 2011 – Sep 2014 |
7.64%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart