Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A) | 5.28% | 14.19% | 12.02% | 4.61% | 6.50% | 6.30% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A) | 02/01/2011 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 14.19 | 12.02 | 4.61 | 6.50 | 6.30 | NA | … | … | 5.28 | 17.12 | 6.56 | 13.68 | -14.25 | 4.59 | 10.47 | 17.27 | -6.13 | 13.99 | 5.81 | -3.47 | 3.69 | 17.16 | 12.78 | -2.01 |
| Sharpe Ratio | NA | 1.34 | 1.00 | 0.22 | 0.46 | NA | NA | … | … | 0.91 | 1.55 | 0.38 | 1.24 | -1.14 | 0.52 | 0.52 | 2.33 | -0.83 | 3.02 | 0.61 | -0.40 | 0.55 | 2.40 | 1.58 | -0.15 |
| Standard Deviation(%) | NA | 8.59 | 8.81 | 9.93 | 10.51 | NA | NA | … | … | 10.65 | 9.22 | 7.69 | 8.18 | 13.85 | 8.77 | 19.55 | 6.79 | 9.11 | 4.43 | 9.17 | 8.75 | 6.73 | 7.15 | 8.14 | 14.45 |
| Draw Down(%) | NA | 6.74 | 8.90 | 25.80 | 25.80 | NA | NA | … | … | 6.74 | 8.46 | 4.80 | 8.35 | 22.50 | 6.08 | 23.36 | 3.92 | 13.28 | 1.98 | 6.07 | 9.68 | 5.58 | 5.97 | 6.58 | 13.50 |
| Yield(%) | 0.00 | 6.48 | 5.08 | 3.19 | 3.28 | 3.60 | 2.75 | … | … | 0.44 | 6.97 | 5.62 | 1.81 | 1.29 | 1.81 | 1.34 | 2.16 | 2.10 | 3.47 | 1.46 | 3.07 | 4.27 | 3.56 | 2.27 | 1.12 |
Data as of 06/12/2026, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A) |
-1.28%
Sep 2019 – Sep 2022 |
0.37%
Sep 2017 – Sep 2022 |
3.18%
Oct 2013 – Oct 2023 |
5.94%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLAX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS A) |
14.89%
Sep 2022 – Sep 2025 |
8.55%
Sep 2011 – Sep 2016 |
7.99%
Sep 2011 – Sep 2021 |
6.18%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart