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Nasdaq - Delayed Quote USD

American Funds Global Balanced 529C (CBFCX)

34.71
-0.20
(-0.57%)
At close: 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.24%
5y Average Return 5.78%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 7, 2025) 16.28%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 16.28%
Worst 3Y Total Return 0.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBFCX
Category
YTD
1.54%
8.60%
1-Month
-1.89%
0.11%
3-Month
1.54%
4.82%
1-Year
3.84%
25.33%
3-Year
2.93%
8.02%
5-Year
7.17%
8.06%
10-Year
4.18%
6.03%
Last Bull Market
7.66%
13.54%
Last Bear Market
-11.62%
-13.20%

Annual Total Return (%) History

Year
CBFCX
Category
2025
--
--
2024
5.72%
--
2023
12.79%
--
2022
-14.92%
--
2021
8.27%
--
2020
9.63%
6.18%
2019
16.28%
16.10%
2018
-6.87%
-8.26%

2017
13.05%
14.79%
2016
5.49%
6.04%
2015
-4.29%
-4.15%
2014
2.79%
1.54%
2013
16.17%
10.07%
2012
11.75%
10.74%
2011
--
-3.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.54% -- -- --
2024 3.38% 0.30% 6.79% -4.52%
2023 3.87% 3.18% -4.55% 10.26%
2022 -5.54% -11.62% -7.04% 9.63%
2021 1.45% 4.21% -0.83% 3.27%
2020 -13.52% 11.94% 3.03% 9.91%
2019 8.34% 2.00% -1.17% 6.47%
2018 -0.11% -0.71% 0.28% -6.36%
2017 4.14% 3.09% 2.88% 2.36%
2016 3.02% 2.72% 2.01% -2.27%

2015 0.39% -0.68% -5.29% 1.36%
2014 2.07% 3.46% -1.83% -0.84%
2013 4.04% 0.07% 5.59% 5.66%
2012 7.15% -2.12% 4.49% 1.97%
2011 1.77% -10.55% 5.24% --

Rank in Category (By Total Return)

YTD 52
1-Month 61
3-Month 52
1-Year 71
3-Year 59
5-Year 85

Load Adjusted Returns

1-Year 2.85%
3-Year 2.93%
5-Year 7.17%
10-Year 4.18%

Performance & Risk

YTD Return -4.24%
5y Average Return 5.78%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 25.67B
YTD Return 1.54%
Yield 1.18%
Morningstar Rating
Inception Date Feb 01, 2011

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.

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