Nasdaq - Delayed Quote USD
American Funds Global Balanced 529A (CBFAX)
34.79
-0.19
(-0.54%)
At close: 8:00:10 PM EDT
Fund Summary
As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility. The adviser will allocate its assets among various countries. The fund will invest at least 40% of its net assets in issuers outside the United States. Normally it will invest at least 25% of the value of its assets in bonds and other debt securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -4.05% |
| 5y Average Return | 6.58% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBFAX | Category Average | CBFAX | Category Average | CBFAX | Category Average | |
| Alpha | -0.15 | -0.04 | -0.6 | -0.03 | -0.96 | -0.03 |
| BETA | 0.97 | 0.01 | 0.97 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 0.7 | 0.01 | 0.45 | 0.01 |
| R-squared | 95.95 | 0.89 | 96.52 | 0.89 | 94.74 | 0.89 |
| Standard Deviation | 12.48 | 0.13 | 11.49 | 0.11 | 10.15 | 0.1 |
| Sharpe Ratio | -0.01 | 0.01 | 0.49 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -0.92 | 0.06 | 5.34 | 0.06 | 3.07 | 0.05 |
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