Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFGGX (American Funds Global Balanced Fund Class 529-F-2) | 6.50% | 16.99% | 13.02% | 6.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFGGX (American Funds Global Balanced Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 16.99 | 13.02 | 6.12 | NA | NA | NA | … | … | 6.50 | 17.40 | 6.81 | 13.97 | -14.04 | 9.43 | 11.21 |
| Sharpe Ratio | NA | 1.91 | 1.16 | 0.38 | NA | NA | NA | … | … | 1.43 | 1.58 | 0.42 | 1.27 | -1.12 | 1.15 | 11.17 |
| Standard Deviation(%) | NA | 8.19 | 8.71 | 9.77 | NA | NA | NA | … | … | 10.34 | 9.22 | 7.68 | 8.16 | 13.86 | 8.16 | 8.25 |
| Draw Down(%) | NA | 6.73 | 8.77 | 22.38 | NA | NA | NA | … | … | 6.73 | 8.43 | 4.73 | 8.30 | 22.38 | 3.68 | 1.22 |
| Yield(%) | 0.00 | 6.80 | 5.39 | 4.27 | 2.60 | 1.73 | 1.30 | … | … | 0.51 | 7.22 | 5.87 | 2.07 | 1.50 | 6.46 | 0.46 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFGGX (American Funds Global Balanced Fund Class 529-F-2) |
1.18%
Apr 2021 – Apr 2024 |
5.71%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFGGX (American Funds Global Balanced Fund Class 529-F-2) |
15.17%
Sep 2022 – Sep 2025 |
7.04%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart