AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX)

Basic Info 37.81 0.17(0.45%)
May 24

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 started on 02/02/2011
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 is classified as asset class World Allocation
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 expense ratio is 0.54%
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 rating is
(12%)

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) Dividend Info

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) dividend growth in the last 12 months is 28.94%

The trailing 12-month yield of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 is 1.95%. its dividend history:

DateDividend
03/22/2024 0.1336
12/19/2023 0.1582
09/22/2023 0.1631
06/23/2023 0.201
03/24/2023 0.1129
12/20/2022 0.125
09/23/2022 0.0505
06/24/2022 0.2203
03/25/2022 0.1435
12/21/2021 1.8545
09/24/2021 0.1935
06/25/2021 0.1615
03/26/2021 0.1728
12/18/2020 0.159
09/18/2020 0.153
06/19/2020 0.107
03/20/2020 0.118
12/19/2019 0.168
09/20/2019 0.154
06/21/2019 0.222
03/22/2019 0.158
12/20/2018 0.1685
09/21/2018 0.1601
06/22/2018 0.246
03/23/2018 0.174
12/21/2017 0.647
09/22/2017 0.144
06/23/2017 0.19
03/24/2017 0.098
12/22/2016 0.181
06/23/2016 0.16
03/24/2016 0.098
12/23/2015 0.673
09/24/2015 0.099
06/25/2015 0.101
03/27/2015 0.09
12/26/2014 0.833
09/25/2014 0.127
06/26/2014 0.191
03/28/2014 0.178
12/27/2013 0.633
09/26/2013 0.106
06/27/2013 0.16
03/27/2013 0.103
12/27/2012 0.192
09/27/2012 0.127
06/28/2012 0.163
03/29/2012 0.098
12/23/2011 0.104
09/16/2011 0.109
06/17/2011 0.101

Dividend Growth History for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6352 1.96% 17.78% -
2022 $0.5393 1.41% -77.36% 17.78%
2021 $2.3823 6.40% 343.63% -48.36%
2020 $0.537 1.56% -23.50% 5.76%
2019 $0.702 2.36% -6.22% -2.47%
2018 $0.7486 2.29% -30.62% -3.23%
2017 $1.079 3.66% 145.79% -8.45%
2016 $0.439 1.57% -54.41% 5.42%
2015 $0.963 3.20% -27.54% -5.07%
2014 $1.329 4.41% 32.63% -7.88%
2013 $1.002 3.71% 72.76% -4.46%
2012 $0.58 2.37% 84.71% 0.83%
2011 $0.314 1.26% - 6.05%

Dividend Growth Chart for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX)

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) Historical Returns And Risk Info

From 02/02/2011 to 05/24/2024, the compound annualized total return (dividend reinvested) of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 5.951%. Its cumulative total return (dividend reinvested) is 115.548%.

From 02/02/2011 to 05/24/2024, the Maximum Drawdown of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 23.3%.

From 02/02/2011 to 05/24/2024, the Sharpe Ratio of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 0.5.

From 02/02/2011 to 05/24/2024, the Annualized Standard Deviation of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 10.2%.

From 02/02/2011 to 05/24/2024, the Beta of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 0.77.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
02/02/2011		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) -0.4 4.6 14.8 2.0 6.2 4.7 5.9 13.9 -14.2 9.4 10.7 17.5 -6.0 14.2 5.9 -3.3 3.8 17.3 12.9 -1.9
Sharpe Ratio NA 1.09 1.38 -0.03 0.38 0.35 0.5 1.19 -1.13 1.15 0.53 2.38 -0.8 3.22 0.62 -0.39 0.57 2.42 1.59 -0.14
Draw Down(%) NA 3.4 8.3 22.5 23.3 23.3 23.3 8.3 22.5 3.7 23.3 3.9 13.1 2.0 6.1 9.6 5.5 6.0 6.6 13.4
Standard Deviation(%) NA 7.5 8.0 10.2 12.3 10.3 10.2 8.2 13.8 8.2 19.5 6.7 9.1 4.2 9.2 8.8 6.7 7.1 8.1 14.5
Treynor Ratio NA 0.1 0.12 0.0 0.07 0.05 0.07 0.11 -0.21 0.13 0.24 0.2 -0.08 0.14 0.06 -0.03 0.04 0.2 0.14 -0.02
Alpha NA 0.0 0.0 0.01 0.01 0.0 0.01 0.01 -0.01 0.02 0.01 0.01 0.0 0.01 0.01 -0.01 0.01 0.02 0.01 0.01
Beta NA 0.83 0.89 0.78 0.63 0.72 0.77 0.87 0.76 0.71 0.43 0.79 0.89 0.94 1.03 1.03 0.94 0.86 0.93 0.91
RSquare NA 0.9 0.89 0.74 0.4 0.49 0.58 0.81 0.7 0.62 0.15 0.47 0.68 0.76 0.89 0.91 0.9 0.82 0.92 0.91
Yield(%) N/A 0.4 2.0 3.0 3.0 2.9 N/A 2.0 1.4 6.4 1.6 2.4 2.3 3.7 1.6 3.2 4.4 3.7 2.4 1.3
Dividend Growth(%) N/A -79.0 28.9 77.1 5.1 N/A N/A 17.8 -77.4 343.6 -23.5 -6.2 -30.6 145.8 -54.4 -27.5 32.6 72.8 84.7 N/A

Return Calculator for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX)

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AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) Historical Return Chart

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AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/02/2011 to 05/24/2024, the worst annualized return of 3-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 0.33%.
From 02/02/2011 to 05/24/2024, the worst annualized return of 5-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 1.4%.
From 02/02/2011 to 05/24/2024, the worst annualized return of 10-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is 3.78%.
From 02/02/2011 to 05/24/2024, the worst annualized return of 20-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS 529-F-1 (CBFFX) is NA.

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