AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX)

Basic Info 37.89 0.01(0.03%)
May 17

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C started on 02/02/2011
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C is classified as asset class World Allocation
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C expense ratio is 0.54%
AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C rating is
(28%)

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) Dividend Info

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) dividend growth in the last 12 months is 44.72%

The trailing 12-month yield of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C is 0.98%. its dividend history:

DateDividend
03/22/2024 0.0488
12/19/2023 0.0808
09/22/2023 0.0818
06/23/2023 0.1232
03/24/2023 0.035
12/20/2022 0.0547
06/24/2022 0.1415
03/25/2022 0.0598
12/21/2021 1.7671
09/24/2021 0.1021
06/25/2021 0.0727
03/26/2021 0.085
12/18/2020 0.069
09/18/2020 0.067
06/19/2020 0.032
03/20/2020 0.036
12/19/2019 0.089
09/20/2019 0.075
06/21/2019 0.146
03/22/2019 0.084
12/20/2018 0.0944
09/21/2018 0.083
06/22/2018 0.168
03/23/2018 0.097
12/21/2017 0.569
09/22/2017 0.068
06/23/2017 0.1155
03/24/2017 0.027
12/22/2016 0.109
06/23/2016 0.091
03/24/2016 0.034
12/23/2015 0.605
09/24/2015 0.029
06/25/2015 0.03
03/27/2015 0.021
12/26/2014 0.761
09/25/2014 0.055
06/26/2014 0.12
03/28/2014 0.111
12/27/2013 0.564
09/26/2013 0.04
06/27/2013 0.095
03/27/2013 0.041
12/27/2012 0.129
09/27/2012 0.067
06/28/2012 0.104
03/29/2012 0.04
12/23/2011 0.049
09/16/2011 0.056
06/17/2011 0.055

Dividend Growth History for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.3208 0.99% 25.31% -
2022 $0.256 0.67% -87.37% 25.31%
2021 $2.0269 5.45% 893.58% -60.22%
2020 $0.204 0.59% -48.22% 16.29%
2019 $0.394 1.33% -10.94% -5.01%
2018 $0.4424 1.35% -43.25% -6.23%
2017 $0.7795 2.65% 233.12% -13.75%
2016 $0.234 0.84% -65.84% 4.61%
2015 $0.685 2.28% -34.57% -9.05%
2014 $1.047 3.48% 41.49% -12.32%
2013 $0.74 2.74% 117.65% -8.02%
2012 $0.34 1.39% 112.50% -0.53%
2011 $0.16 0.64% - 5.97%

Dividend Growth Chart for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX)

AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) Historical Returns And Risk Info

From 02/02/2011 to 05/17/2024, the compound annualized total return (dividend reinvested) of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 5.045%. Its cumulative total return (dividend reinvested) is 92.107%.

From 02/02/2011 to 05/17/2024, the Maximum Drawdown of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 23.4%.

From 02/02/2011 to 05/17/2024, the Sharpe Ratio of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 0.41.

From 02/02/2011 to 05/17/2024, the Annualized Standard Deviation of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 10.2%.

From 02/02/2011 to 05/17/2024, the Beta of AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) 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(%) 1.3 4.7 13.0 1.5 5.3 3.9 5.0 12.8 -14.9 8.3 9.7 16.4 -6.8 13.1 5.2 -4.2 2.9 16.2 11.9 -2.6
Sharpe Ratio NA 1.2 1.14 -0.08 0.3 0.27 0.41 1.06 -1.18 1.02 0.48 2.2 -0.89 2.82 0.54 -0.49 0.42 2.27 1.47 -0.2
Draw Down(%) NA 3.4 8.6 23.1 23.4 23.4 23.4 8.6 22.9 3.8 23.4 4.0 13.9 2.0 6.0 9.9 5.8 6.0 6.7 13.8
Standard Deviation(%) NA 7.5 8.0 10.2 12.3 10.3 10.2 8.2 13.8 8.1 19.5 6.8 9.1 4.4 9.2 8.7 6.7 7.1 8.1 14.5
Treynor Ratio NA 0.11 0.1 -0.01 0.06 0.04 0.06 0.1 -0.22 0.12 0.22 0.19 -0.09 0.14 0.05 -0.04 0.03 0.19 0.13 -0.03
Alpha NA 0.0 0.0 0.0 0.0 0.0 0.0 0.01 -0.01 0.01 0.01 0.01 0.0 0.0 0.01 -0.01 0.0 0.01 0.01 0.01
Beta NA 0.83 0.89 0.77 0.63 0.72 0.77 0.87 0.76 0.7 0.43 0.8 0.89 0.89 1.03 1.02 0.95 0.86 0.93 0.91
RSquare NA 0.9 0.89 0.73 0.4 0.49 0.58 0.81 0.7 0.61 0.15 0.48 0.68 0.61 0.89 0.91 0.89 0.82 0.92 0.91
Yield(%) N/A 0.1 1.0 2.2 2.0 2.0 N/A 1.0 0.7 5.4 0.6 1.3 1.3 2.7 0.8 2.3 3.5 2.7 1.4 0.7
Dividend Growth(%) N/A -84.4 44.7 149.7 0.2 N/A N/A 28.0 -87.6 861.9 -47.5 -9.1 -44.3 243.5 -66.2 -35.2 41.9 117.6 100.0 N/A

Return Calculator for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX)

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AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) Historical Return Chart

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AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) 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 05/17/2024, the worst annualized return of 3-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is -0.6%.
From 02/02/2011 to 05/17/2024, the worst annualized return of 5-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 0.46%.
From 02/02/2011 to 05/17/2024, the worst annualized return of 10-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is 2.85%.
From 02/02/2011 to 05/17/2024, the worst annualized return of 20-year rolling returns for AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (GBLCX) is NA.

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