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American Funds Global Balanced Fd Cl 529- F-1: (MF: CBFFX)
(NASDAQ Mutual Funds) As of May 19, 2025 08:00 PM ET
$38.58 USD
+0.20 (0.52%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.57 | 10 |
| 3 months | -0.44 | 21 |
| 6 months | 1.09 | 34 |
| 1 Year | 8.67 | 46 |
| 3 Year | 6.47 | 47 |
| 5 Year | 7.01 | 61 |
| 10 Year | 5.05 | 57 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.80 |
| 5 Year | 8.18 |
| 10 Year | 5.19 |
| Since Inception | 5.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.80 | NA | NA | NA |
| 2024 | 3.62 | 0.51 | 7.00 | -4.28 |
| 2023 | 4.14 | 3.39 | -4.32 | 10.52 |
| 2022 | -5.32 | -11.42 | -6.83 | 9.86 |
| 2021 | 1.69 | 4.44 | -0.58 | 3.56 |
| 2020 | -13.31 | 12.20 | 3.29 | 10.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.57 | 6.67 | 13.85 | -14.16 | 9.34 | 10.69 | 17.48 | -5.95 | 14.18 | 6.55 | -3.33 |
| % Total Return Rel to Index | 7.49 | -18.34 | -12.38 | 4.04 | -19.33 | -7.70 | -14.00 | -1.55 | -7.60 | -5.38 | -4.72 |
| % Total Return Rel to Peer | 2.40 | -3.24 | 0.69 | -1.19 | -2.16 | 0.01 | 0.28 | 0.54 | 0.72 | 0.28 | -0.97 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.19 | 0.75 | 0.63 | 0.53 | 0.73 | 0.53 | 0.70 | 0.74 | 0.59 | 0.63 | 0.41 |
| % Yield | 0.50 | 1.93 | 2.10 | 1.60 | 1.78 | 1.38 | 1.97 | 2.41 | 1.75 | 2.06 | 1.40 |
| Capital Gains ($) | 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 | 0.67 | 0.68 | 0.67 | 0.65 | 0.63 | 0.65 | 0.66 | 0.69 | 0.72 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%