Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-1) | 3.40% | 12.84% | 11.31% | 4.28% | 6.21% | 6.16% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-1) | 02/02/2011 | 06/10/2026 |
| 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 (%) | -2.79 | 12.84 | 11.31 | 4.28 | 6.21 | 6.16 | NA | … | … | 3.40 | 17.05 | 6.53 | 13.65 | -14.29 | 4.56 | 10.46 | 17.17 | -6.18 | 13.95 | 5.76 | -3.50 | 3.62 | 17.14 | 12.73 | -1.97 |
| Sharpe Ratio | NA | 1.43 | 1.00 | 0.20 | 0.44 | NA | NA | … | … | 0.79 | 1.54 | 0.38 | 1.23 | -1.14 | 0.52 | 0.52 | 2.31 | -0.83 | 3.00 | 0.60 | -0.40 | 0.54 | 2.39 | 1.57 | -0.15 |
| Standard Deviation(%) | NA | 8.42 | 8.75 | 9.90 | 10.49 | NA | NA | … | … | 10.53 | 9.21 | 7.66 | 8.16 | 13.86 | 8.75 | 19.51 | 6.79 | 9.13 | 4.44 | 9.18 | 8.76 | 6.72 | 7.14 | 8.14 | 14.49 |
| Draw Down(%) | NA | 6.74 | 8.92 | 25.83 | 25.83 | NA | NA | … | … | 6.74 | 8.47 | 4.80 | 8.37 | 22.52 | 6.08 | 23.36 | 3.92 | 13.32 | 1.98 | 6.07 | 9.70 | 5.57 | 5.97 | 6.58 | 13.48 |
| Yield(%) | 0.00 | 6.47 | 5.02 | 3.16 | 3.21 | 3.56 | 2.71 | … | … | 0.43 | 6.91 | 5.56 | 1.75 | 1.24 | 1.78 | 1.31 | 2.11 | 2.05 | 3.41 | 1.41 | 3.01 | 4.20 | 3.54 | 2.21 | 1.16 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| GBLEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-1) |
-1.30%
Sep 2019 – Sep 2022 |
0.32%
Sep 2017 – Sep 2022 |
3.14%
Oct 2013 – Oct 2023 |
5.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLEX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-1) |
14.84%
Sep 2022 – Sep 2025 |
8.51%
Sep 2011 – Sep 2016 |
7.95%
Sep 2011 – Sep 2021 |
6.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart