Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) | 3.93% | 13.20% | 10.98% | 3.81% | 5.40% | 5.39% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) | 02/02/2011 | 06/08/2026 |
| 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 (%) | -1.74 | 13.20 | 10.98 | 3.81 | 5.40 | 5.39 | NA | … | … | 3.93 | 16.25 | 5.79 | 12.83 | -14.88 | 3.83 | 9.68 | 16.35 | -6.84 | 13.11 | 5.16 | -4.22 | 2.87 | 16.21 | 11.87 | -2.61 |
| Sharpe Ratio | NA | 1.29 | 0.90 | 0.12 | 0.37 | NA | NA | … | … | 0.64 | 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 | -0.20 |
| Standard Deviation(%) | NA | 8.47 | 8.77 | 9.91 | 10.50 | NA | NA | … | … | 10.65 | 9.21 | 7.68 | 8.15 | 13.84 | 8.79 | 19.55 | 6.78 | 9.11 | 4.45 | 9.19 | 8.74 | 6.74 | 7.13 | 8.13 | 14.50 |
| Draw Down(%) | NA | 7.03 | 9.25 | 26.32 | 26.32 | NA | NA | … | … | 7.03 | 8.55 | 4.96 | 8.56 | 22.92 | 6.19 | 23.44 | 3.99 | 13.90 | 1.99 | 6.03 | 9.95 | 5.78 | 6.02 | 6.75 | 13.78 |
| Yield(%) | 0.00 | 5.50 | 4.17 | 2.47 | 2.33 | 2.60 | 1.99 | … | … | 0.00 | 6.15 | 4.82 | 0.99 | 0.67 | 1.03 | 0.59 | 1.33 | 1.35 | 2.65 | 0.84 | 2.28 | 3.48 | 2.74 | 1.39 | 0.64 |
Data as of 06/08/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) |
-2.00%
Sep 2019 – Sep 2022 |
-0.39%
Sep 2017 – Sep 2022 |
2.42%
Oct 2013 – Oct 2023 |
5.12%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLCX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS C) |
14.05%
Sep 2022 – Sep 2025 |
7.76%
Feb 2016 – Feb 2021 |
7.17%
Sep 2011 – Sep 2021 |
5.36%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart