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GBLAX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A (MUTUAL FUND)
Basic Info 41.93 0.76(1.78%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 02/01/2011 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 6.62% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/01/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 4.5 | 14.7 | 12.0 | 4.6 | 6.4 | 6.1 | 6.2 | 17.1 | 6.6 | 13.7 | -14.2 | 4.6 | 10.5 | 17.3 | -6.1 | 14.0 | 5.8 | -3.5 | 3.7 | 17.2 | 12.8 | -2.0 |
| Sharpe Ratio | NA | 1.41 | 1.88 | 1.13 | 0.26 | 0.47 | NA | 0.52 | 1.55 | 0.38 | 1.24 | -1.14 | 0.52 | 0.52 | 2.33 | -0.83 | 3.02 | 0.61 | -0.4 | 0.55 | 2.4 | 1.58 | -0.15 |
| Draw Down(%) | NA | 6.7 | 6.7 | 8.9 | 25.8 | 25.8 | NA | 25.8 | 8.5 | 4.8 | 8.4 | 22.5 | 6.1 | 23.4 | 3.9 | 13.3 | 2.0 | 6.1 | 9.7 | 5.6 | 6.0 | 6.6 | 13.5 |
| Standard Deviation(%) | NA | 10.3 | 8.2 | 8.7 | 9.9 | 10.5 | NA | 10.1 | 9.2 | 7.7 | 8.2 | 13.9 | 8.8 | 19.5 | 6.8 | 9.1 | 4.4 | 9.2 | 8.8 | 6.7 | 7.1 | 8.1 | 14.5 |
| Treynor Ratio | NA | 0.18 | 0.19 | 0.13 | 0.03 | 0.06 | NA | 0.06 | 0.17 | 0.05 | 0.11 | -0.17 | 0.06 | 0.1 | 0.2 | -0.08 | 0.15 | 0.05 | -0.03 | 0.04 | 0.2 | 0.14 | -0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.01 | 0.01 |
| Beta | NA | 0.83 | 0.8 | 0.77 | 0.82 | 0.88 | NA | 0.9 | 0.83 | 0.62 | 0.92 | 0.9 | 0.75 | 0.99 | 0.8 | 0.89 | 0.89 | 1.02 | 1.02 | 0.94 | 0.86 | 0.93 | 0.91 |
| RSquared | NA | 0.92 | 0.88 | 0.82 | 0.83 | 0.81 | NA | 0.84 | 0.91 | 0.66 | 0.87 | 0.93 | 0.59 | 0.89 | 0.47 | 0.69 | 0.62 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.4 | 6.6 | 5.1 | 3.2 | 3.2 | 3.6 | N/A | 7.0 | 5.6 | 1.8 | 1.3 | 1.8 | 1.3 | 2.2 | 2.1 | 3.5 | 1.5 | 3.1 | 4.3 | 3.6 | 2.3 | 1.1 |
| Dividend Growth(%) | N/A | -93.0 | 22.4 | 221.8 | 93.3 | N/A | N/A | N/A | 26.0 | 245.9 | 18.6 | -26.7 | 45.6 | -28.0 | -6.5 | -32.8 | 151.0 | -55.8 | -28.1 | 33.5 | 73.5 | 98.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
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See World Allocation Asset Class Trend Rankings |
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