Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GFBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-3) | 3.53% | 13.23% | 11.73% | 5.58% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.81 | 13.23 | 11.73 | 5.58 | NA | NA | NA | … | … | 3.53 | 17.52 | 6.92 | 14.08 | -13.95 | 9.57 | 10.85 | 17.65 | -5.82 | 12.65 |
| Sharpe Ratio | NA | 1.48 | 1.05 | 0.34 | NA | NA | NA | … | … | 0.82 | 1.60 | 0.43 | 1.29 | -1.11 | 1.17 | 0.54 | 2.39 | -0.79 | 2.98 |
| Standard Deviation(%) | NA | 8.43 | 8.76 | 9.79 | NA | NA | NA | … | … | 10.55 | 9.21 | 7.69 | 8.16 | 13.85 | 8.14 | 19.54 | 6.76 | 9.12 | 4.41 |
| Draw Down(%) | NA | 6.70 | 8.72 | 22.32 | NA | NA | NA | … | … | 6.70 | 8.41 | 4.71 | 8.25 | 22.32 | 3.68 | 23.30 | 3.89 | 13.02 | 1.95 |
| Yield(%) | 0.00 | 6.87 | 5.46 | 4.35 | 4.04 | 2.69 | 2.02 | … | … | 0.53 | 7.33 | 5.98 | 2.17 | 1.59 | 6.58 | 1.68 | 2.52 | 2.42 | 3.79 |
Data as of 06/10/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-3) |
0.49%
Sep 2019 – Sep 2022 |
1.57%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFBLX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS F-3) |
15.29%
Sep 2022 – Sep 2025 |
8.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart