Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) | 9.53% | 4.97% | 9.59% | 4.29% | 4.13% | NA | NA | 4.95% |
Data as of 07/14/2025, AR inception is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) | 02/02/2011 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 4.97 | 9.59 | 4.29 | 4.13 | NA | NA | 4.95 | 9.53 | 2.08 | 12.83 | -14.88 | 3.83 | 9.68 | 16.35 | -6.84 | 13.11 | 5.16 | -4.22 | 2.87 | 16.21 | 11.87 | -2.61 |
| Sharpe Ratio | NA | 0.20 | 0.57 | 0.23 | 0.26 | NA | NA | 0.37 | 1.43 | -0.55 | 1.06 | -1.18 | 0.43 | 0.48 | 2.20 | -0.90 | 2.82 | 0.54 | -0.49 | 0.42 | 2.27 | 1.47 | -0.20 |
| Standard Deviation(%) | NA | 10.32 | 9.94 | 10.13 | 10.64 | NA | NA | 10.25 | 11.17 | 8.27 | 8.15 | 13.84 | 8.79 | 19.55 | 6.78 | 9.11 | 4.45 | 9.19 | 8.74 | 6.74 | 7.13 | 8.13 | 14.50 |
| Draw Down(%) | NA | 12.43 | 12.58 | 26.32 | 26.32 | NA | NA | 26.32 | 8.55 | 8.03 | 8.56 | 22.92 | 6.19 | 23.44 | 3.99 | 13.90 | 1.99 | 6.03 | 9.95 | 5.78 | 6.02 | 6.75 | 13.78 |
| Yield(%) | 0.00 | 1.43 | 1.20 | 1.09 | 1.45 | 1.80 | 1.35 | 1.92 | 0.92 | 1.14 | 0.99 | 0.67 | 1.03 | 0.59 | 1.33 | 1.35 | 2.65 | 0.84 | 2.28 | 3.48 | 2.74 | 1.39 | 0.64 |
Data as of 07/14/2025, AR inception is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) |
-2.00%
Sep 2019 - Sep 2022 |
-0.39%
Sep 2017 - Sep 2022 |
2.42%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) |
12.38%
Sep 2011 - Sep 2014 |
7.76%
Feb 2016 - Feb 2021 |
7.17%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart