Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2) | 3.50% | 13.12% | 11.61% | 4.56% | 6.49% | 6.43% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2) | 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 | 13.12 | 11.61 | 4.56 | 6.49 | 6.43 | NA | … | … | 3.50 | 17.41 | 6.78 | 13.98 | -14.04 | 4.83 | 10.74 | 17.51 | -5.94 | 14.27 | 5.97 | -3.28 | 3.91 | 17.41 | 13.04 | -1.81 |
| Sharpe Ratio | NA | 1.46 | 1.04 | 0.23 | 0.47 | NA | NA | … | … | 0.81 | 1.58 | 0.41 | 1.28 | -1.12 | 0.55 | 0.54 | 2.37 | -0.81 | 3.25 | 0.63 | -0.38 | 0.58 | 2.44 | 1.61 | -0.14 |
| Standard Deviation(%) | NA | 8.41 | 8.75 | 9.89 | 10.48 | NA | NA | … | … | 10.53 | 9.21 | 7.68 | 8.17 | 13.83 | 8.78 | 19.52 | 6.77 | 9.13 | 4.20 | 9.17 | 8.74 | 6.71 | 7.14 | 8.14 | 14.48 |
| Draw Down(%) | NA | 6.71 | 8.77 | 25.66 | 25.66 | NA | NA | … | … | 6.71 | 8.41 | 4.73 | 8.29 | 22.38 | 6.07 | 23.34 | 3.89 | 13.10 | 1.98 | 6.10 | 9.62 | 5.50 | 5.97 | 6.58 | 13.42 |
| Yield(%) | 0.00 | 6.75 | 5.33 | 3.42 | 3.52 | 3.89 | 2.97 | … | … | 0.50 | 7.21 | 5.87 | 2.06 | 1.49 | 2.07 | 1.57 | 2.40 | 2.32 | 3.71 | 1.62 | 3.27 | 4.49 | 3.79 | 2.47 | 1.31 |
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 |
|---|---|---|---|---|
| GBLFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2) |
-1.04%
Sep 2019 – Sep 2022 |
0.59%
Sep 2017 – Sep 2022 |
3.41%
Oct 2013 – Oct 2023 |
6.17%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLFX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-2) |
15.16%
Sep 2022 – Sep 2025 |
8.76%
Sep 2011 – Sep 2016 |
8.22%
Sep 2011 – Sep 2021 |
6.41%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart