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American Funds Global Balanced Fd Cl 529-a: (MF: CBFAX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.38 USD
+0.09 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.53 | 10 |
| 3 months | -0.48 | 22 |
| 6 months | 1.00 | 37 |
| 1 Year | 8.51 | 50 |
| 3 Year | 6.30 | 49 |
| 5 Year | 6.82 | 62 |
| 10 Year | 4.84 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 1.08 |
| 5 Year | 7.24 |
| 10 Year | 4.62 |
| Since Inception | 5.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.76 | NA | NA | NA |
| 2024 | 3.57 | 0.46 | 6.95 | -4.33 |
| 2023 | 4.09 | 3.38 | -4.39 | 10.51 |
| 2022 | -5.36 | -11.47 | -6.85 | 9.81 |
| 2021 | 1.63 | 4.39 | -0.65 | 3.49 |
| 2020 | -13.35 | 12.14 | 3.20 | 10.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.53 | 6.48 | 13.68 | -14.29 | 9.08 | 10.45 | 17.22 | -6.18 | 13.95 | 6.33 | -3.50 |
| % Total Return Rel to Index | 7.44 | -18.53 | -12.55 | 3.91 | -19.59 | -7.94 | -14.26 | -1.79 | -7.84 | -5.60 | -4.89 |
| % Total Return Rel to Peer | 2.35 | -3.43 | 0.53 | -1.32 | -2.41 | -0.23 | 0.02 | 0.31 | 0.49 | 0.05 | -1.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.17 | 0.68 | 0.57 | 0.48 | 0.66 | 0.45 | 0.62 | 0.67 | 0.53 | 0.56 | 0.35 |
| % Yield | 0.45 | 1.75 | 1.92 | 1.43 | 1.60 | 1.16 | 1.76 | 2.16 | 1.55 | 1.86 | 1.19 |
| Capital Gains ($) | 0.00 | 1.32 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 | 0.55 |
| Expense Ratio | 0.00 | 0.85 | 0.86 | 0.84 | 0.85 | 0.86 | 0.88 | 0.89 | 0.90 | 0.93 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%