Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1) | 6.45% | 16.87% | 12.90% | 5.11% | 6.63% | 6.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1) | 02/02/2011 | 06/04/2026 |
| 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 (%) | 0.05 | 16.87 | 12.90 | 5.11 | 6.63 | 6.47 | NA | … | … | 6.45 | 17.29 | 6.70 | 13.85 | -14.16 | 4.80 | 10.70 | 17.48 | -5.95 | 14.19 | 5.89 | -3.35 | 3.83 | 17.32 | 12.89 | -1.87 |
| Sharpe Ratio | NA | 1.90 | 1.15 | 0.28 | 0.49 | NA | NA | … | … | 1.42 | 1.57 | 0.40 | 1.26 | -1.13 | 0.54 | 0.53 | 2.37 | -0.81 | 3.21 | 0.62 | -0.39 | 0.57 | 2.42 | 1.59 | -0.14 |
| Standard Deviation(%) | NA | 8.18 | 8.70 | 9.86 | 10.47 | NA | NA | … | … | 10.34 | 9.22 | 7.67 | 8.16 | 13.84 | 8.79 | 19.55 | 6.75 | 9.12 | 4.23 | 9.20 | 8.76 | 6.71 | 7.14 | 8.12 | 14.47 |
| Draw Down(%) | NA | 6.73 | 8.84 | 25.70 | 25.70 | NA | NA | … | … | 6.73 | 8.46 | 4.76 | 8.32 | 22.42 | 6.07 | 23.34 | 3.89 | 13.14 | 1.98 | 6.10 | 9.65 | 5.52 | 5.97 | 6.58 | 13.42 |
| Yield(%) | 0.00 | 6.72 | 5.29 | 3.35 | 3.42 | 3.76 | 2.90 | … | … | 0.48 | 7.14 | 5.78 | 1.96 | 1.41 | 1.99 | 1.56 | 2.36 | 2.29 | 3.66 | 1.57 | 3.20 | 4.41 | 3.71 | 2.37 | 1.26 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CBFFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1) |
-1.08%
Sep 2019 – Sep 2022 |
0.55%
Sep 2017 – Sep 2022 |
3.34%
Oct 2013 – Oct 2023 |
6.09%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1) |
15.04%
Sep 2022 – Sep 2025 |
8.72%
Feb 2016 – Feb 2021 |
8.15%
Sep 2011 – Sep 2021 |
6.33%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart