Nasdaq - Delayed Quote USD

American Funds Global Balanced A (GBLAX)

38.30
-0.31
(-0.80%)
At close: 8:04:44 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.98%
5y Average Return 7.18%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 17.27%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 17.27%
Worst 3Y Total Return 1.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GBLAX
Category
YTD
2.54%
0.00%
1-Month
0.75%
0.00%
3-Month
-0.48%
0.00%
1-Year
8.53%
0.00%
3-Year
6.34%
0.00%
5-Year
6.85%
0.00%
10-Year
4.89%
0.00%
Last Bull Market
8.13%
0.00%
Last Bear Market
-11.43%
0.00%

Annual Total Return (%) History

Year
GBLAX
Category
2025
--
--
2024
6.54%
--
2023
13.68%
--
2022
-14.25%
--
2021
9.13%
--
2020
10.48%
--
2019
17.27%
--
2018
-6.13%
--

2017
13.99%
--
2016
6.44%
--
2015
-3.47%
--
2014
3.69%
--
2013
17.16%
--
2012
12.78%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.77% -- -- --
2024 3.61% 0.45% 6.99% -4.32%
2023 4.07% 3.39% -4.36% 10.48%
2022 -5.38% -11.43% -6.87% 9.86%
2021 1.64% 4.40% -0.63% 3.49%
2020 -13.34% 12.14% 3.24% 10.11%
2019 8.56% 2.23% -0.96% 6.68%
2018 0.09% -0.50% 0.45% -6.17%
2017 4.37% 3.28% 3.08% 2.58%
2016 3.27% 2.96% 2.22% -2.06%

2015 0.60% -0.43% -5.12% 1.58%
2014 2.27% 3.70% -1.62% -0.62%
2013 4.28% 0.25% 5.87% 5.87%
2012 7.36% -1.89% 4.75% 2.22%
2011 1.98% -10.37% 5.48% --

Rank in Category (By Total Return)

YTD 26
1-Month 22
3-Month 31
1-Year 49
3-Year 37
5-Year 75

Load Adjusted Returns

1-Year 2.29%
3-Year 4.26%
5-Year 5.59%
10-Year 4.27%

Performance & Risk

YTD Return 4.98%
5y Average Return 7.18%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family American Funds
Net Assets 25.94B
YTD Return 2.54%
Yield 1.97%
Morningstar Rating
Inception Date Oct 30, 2020

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.

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