It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
GBLCX: AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C (MUTUAL FUND)
Basic Info 41.82 0.76(1.78%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 02/02/2011 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 5.56% |
| Expenses | 0.54% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 3.9 | 13.6 | 11.2 | 3.8 | 5.5 | 5.3 | 5.4 | 16.3 | 5.8 | 12.8 | -14.9 | 3.8 | 9.7 | 16.4 | -6.8 | 13.1 | 5.2 | -4.2 | 2.9 | 16.2 | 11.9 | -2.6 |
| Sharpe Ratio | NA | 0.64 | 1.29 | 0.9 | 0.12 | 0.37 | NA | 0.43 | 1.46 | 0.28 | 1.13 | -1.18 | 0.43 | 0.48 | 2.19 | -0.91 | 2.81 | 0.54 | -0.49 | 0.42 | 2.27 | 1.46 | -0.2 |
| Draw Down(%) | NA | 7.0 | 7.0 | 9.2 | 26.3 | 26.3 | NA | 26.3 | 8.6 | 5.0 | 8.6 | 22.9 | 6.2 | 23.4 | 4.0 | 13.9 | 2.0 | 6.0 | 9.9 | 5.8 | 6.0 | 6.7 | 13.8 |
| Standard Deviation(%) | NA | 10.6 | 8.5 | 8.8 | 9.9 | 10.5 | NA | 10.1 | 9.2 | 7.7 | 8.2 | 13.8 | 8.8 | 19.6 | 6.8 | 9.1 | 4.4 | 9.2 | 8.7 | 6.7 | 7.1 | 8.1 | 14.5 |
| Treynor Ratio | NA | 0.08 | 0.14 | 0.1 | 0.01 | 0.04 | NA | 0.05 | 0.16 | 0.03 | 0.1 | -0.18 | 0.05 | 0.1 | 0.19 | -0.09 | 0.14 | 0.05 | -0.04 | 0.03 | 0.19 | 0.13 | -0.03 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.83 | 0.81 | 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 | 1.03 | 1.02 | 0.95 | 0.86 | 0.93 | 0.91 |
| RSquared | NA | 0.91 | 0.88 | 0.82 | 0.83 | 0.81 | NA | 0.84 | 0.91 | 0.66 | 0.87 | 0.93 | 0.59 | 0.89 | 0.48 | 0.68 | 0.61 | 0.89 | 0.91 | 0.89 | 0.82 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 4.8 | 1.0 | 0.7 | 1.0 | 0.6 | 1.3 | 1.4 | 2.6 | 0.8 | 2.3 | 3.5 | 2.7 | 1.4 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 29.7 | 440.5 | 24.9 | -33.1 | 88.2 | -48.2 | -10.9 | -43.2 | 233.1 | -65.8 | -34.6 | 41.5 | 117.6 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) 2.18% (42%)
- INKM (SPDR SSgA Income Allocation ETF) 0.78% (42%)
- GAL (SPDR SSgA Global Allocation ETF) 2.09% (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) 1.05% (41%)
- GMOM (Cambria Global Momentum ETF) 3.04% (2%)
- GAA (Cambria Global Asset Allocation ETF) 1.56% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 3.43% (100%)
- CGO (Calamos Global Total Return Closed Fund) 3.77% (100%)
- RCG (RENN Fund Inc) 0.36% (99%)
Latest Articles Related to GBLCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
