Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-E) | 4.38% | 14.42% | 11.79% | 4.34% | 6.01% | 5.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-E) | 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 | 14.42 | 11.79 | 4.34 | 6.01 | 5.89 | NA | … | … | 4.38 | 16.84 | 6.29 | 13.40 | -14.47 | 4.32 | 10.21 | 16.95 | -6.40 | 13.70 | 5.55 | -3.76 | 3.37 | 16.75 | 12.40 | -2.25 |
| Sharpe Ratio | NA | 1.84 | 1.10 | 0.23 | 0.45 | NA | NA | … | … | 1.38 | 1.52 | 0.35 | 1.20 | -1.15 | 0.49 | 0.51 | 2.29 | -0.86 | 3.13 | 0.58 | -0.43 | 0.50 | 2.34 | 1.53 | -0.17 |
| Standard Deviation(%) | NA | 8.19 | 8.71 | 9.88 | 10.47 | NA | NA | … | … | 10.33 | 9.23 | 7.69 | 8.16 | 13.85 | 8.79 | 19.51 | 6.77 | 9.13 | 4.19 | 9.21 | 8.76 | 6.72 | 7.14 | 8.16 | 14.49 |
| Draw Down(%) | NA | 6.76 | 9.01 | 25.97 | 25.97 | NA | NA | … | … | 6.76 | 8.49 | 4.84 | 8.43 | 22.64 | 6.12 | 23.37 | 3.93 | 13.51 | 1.99 | 6.05 | 9.78 | 5.63 | 6.01 | 6.67 | 13.59 |
| Yield(%) | 0.00 | 6.30 | 4.84 | 2.98 | 2.94 | 3.23 | 2.49 | … | … | 0.38 | 6.69 | 5.35 | 1.53 | 1.07 | 1.56 | 1.10 | 1.87 | 1.84 | 3.19 | 1.23 | 2.75 | 3.95 | 3.24 | 1.90 | 0.96 |
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 |
|---|---|---|---|---|
| CBFEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-E) |
-1.51%
Sep 2019 – Sep 2022 |
0.11%
Sep 2017 – Sep 2022 |
2.91%
Oct 2013 – Oct 2023 |
5.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-E) |
14.59%
Sep 2022 – Sep 2025 |
8.27%
Feb 2016 – Feb 2021 |
7.68%
Sep 2011 – Sep 2021 |
5.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart