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Nasdaq - Delayed Quote USD
American Funds Global Balanced 529F1 (CBFFX)
35.32
-1.30
(-3.55%)
At close: April 4 at 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 | 17.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.08% |
| 5y Average Return | 7.67% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBFFX | Category Average | CBFFX | Category Average | CBFFX | Category Average | |
| Alpha | 0.01 | -0.04 | -0.42 | -0.03 | -0.76 | -0.03 |
| BETA | 0.97 | 0.01 | 0.97 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.71 | 0.01 | 0.47 | 0.01 |
| R-squared | 95.99 | 0.89 | 96.56 | 0.89 | 94.73 | 0.89 |
| Standard Deviation | 12.48 | 0.13 | 11.5 | 0.11 | 10.15 | 0.1 |
| Sharpe Ratio | 0 | 0.01 | 0.5 | 0.01 | 0.36 | 0.01 |
| Treynor Ratio | -0.75 | 0.06 | 5.54 | 0.06 | 3.28 | 0.05 |
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