Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-C) | 4.16% | 13.83% | 11.21% | 3.79% | 5.45% | 5.32% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-C) | 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 (%) | -1.99 | 13.83 | 11.21 | 3.79 | 5.45 | 5.32 | NA | … | … | 4.16 | 16.21 | 5.74 | 12.78 | -14.92 | 3.75 | 9.63 | 16.29 | -6.87 | 13.05 | 5.09 | -4.29 | 2.79 | 16.17 | 11.75 | -2.69 |
| Sharpe Ratio | NA | 1.77 | 1.03 | 0.18 | 0.39 | NA | NA | … | … | 1.32 | 1.45 | 0.28 | 1.13 | -1.18 | 0.42 | 0.48 | 2.19 | -0.91 | 2.96 | 0.53 | -0.49 | 0.41 | 2.26 | 1.45 | -0.20 |
| Standard Deviation(%) | NA | 8.16 | 8.69 | 9.87 | 10.48 | NA | NA | … | … | 10.30 | 9.21 | 7.68 | 8.16 | 13.86 | 8.77 | 19.56 | 6.77 | 9.13 | 4.20 | 9.20 | 8.76 | 6.71 | 7.15 | 8.11 | 14.51 |
| Draw Down(%) | NA | 6.81 | 9.26 | 26.36 | 26.36 | NA | NA | … | … | 6.81 | 8.54 | 4.94 | 8.56 | 22.97 | 6.19 | 23.43 | 4.00 | 13.94 | 2.02 | 6.01 | 9.96 | 5.81 | 6.06 | 6.75 | 13.78 |
| Yield(%) | 0.00 | 5.75 | 4.24 | 2.48 | 2.32 | 2.55 | 1.96 | … | … | 0.25 | 6.12 | 4.77 | 0.93 | 0.64 | 0.98 | 0.53 | 1.28 | 1.30 | 2.57 | 0.80 | 2.22 | 3.40 | 2.68 | 1.35 | 0.64 |
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 |
|---|---|---|---|---|
| CBFCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-C) |
-2.05%
Sep 2019 – Sep 2022 |
-0.43%
Sep 2017 – Sep 2022 |
2.36%
Oct 2013 – Oct 2023 |
5.08%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-C) |
13.99%
Sep 2022 – Sep 2025 |
7.70%
Feb 2016 – Feb 2021 |
7.11%
Sep 2011 – Sep 2021 |
5.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart