Nasdaq - Delayed Quote USD
American Funds Global Balanced F2 (GBLFX)
35.69
-0.42
(-1.16%)
At close: 8:01:02 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.51% |
| 5y Average Return | 6.43% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 8, 2025) | 17.52% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 17.52% |
| Worst 3Y Total Return | 1.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GBLFX
Category
- YTD
- 1.83%
- 8.60%
- 1-Month
- -1.79%
- 0.11%
- 3-Month
- 1.83%
- 4.82%
- 1-Year
- 4.89%
- 25.33%
- 3-Year
- 3.99%
- 8.02%
- 5-Year
- 8.27%
- 8.06%
- 10-Year
- 5.26%
- 6.03%
- Last Bull Market
- 8.28%
- 13.54%
- Last Bear Market
- -11.40%
- -13.20%
Annual Total Return (%) History
Year
GBLFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.83% | -- | -- | -- |
| 2024 | 3.64% | 0.54% | 7.02% | -4.26% |
| 2023 | 4.16% | 3.41% | -4.30% | 10.57% |
| 2022 | -5.30% | -11.40% | -6.81% | 9.92% |
| 2021 | 1.70% | 4.46% | -0.59% | 3.56% |
| 2020 | -13.29% | 12.24% | 3.27% | 10.20% |
| 2019 | 8.61% | 2.28% | -0.90% | 6.74% |
| 2018 | 0.12% | -0.44% | 0.51% | -6.12% |
| 2017 | 4.42% | 3.34% | 3.17% | 2.64% |
| 2016 | 3.31% | 3.01% | 2.27% | -2.00% |
| 2015 | 0.65% | -0.39% | -5.08% | 1.63% |
| 2014 | 2.32% | 3.75% | -1.57% | -0.57% |
| 2013 | 4.33% | 0.31% | 5.92% | 5.92% |
| 2012 | 7.45% | -1.85% | 4.80% | 2.27% |
| 2011 | 2.04% | -10.30% | 5.50% | -- |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 58 |
| 3-Month | 49 |
| 1-Year | 54 |
| 3-Year | 43 |
| 5-Year | 66 |
Load Adjusted Returns
| 1-Year | 4.89% |
| 3-Year | 3.99% |
| 5-Year | 8.27% |
| 10-Year | 5.26% |
Performance & Risk
| YTD Return | -4.51% |
| 5y Average Return | 6.43% |
| Rank in Category (ytd) | 49 |
| % 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 | 1.83% |
| Yield | 2.21% |
| 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. 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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