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American Funds Global Balanced Fd Cl A: (MF: GBLAX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.41 USD
+0.09 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.53 | 10 |
| 3 months | -0.47 | 22 |
| 6 months | 1.01 | 37 |
| 1 Year | 8.53 | 49 |
| 3 Year | 6.34 | 48 |
| 5 Year | 6.85 | 62 |
| 10 Year | 4.89 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.04 |
| 5 Year | 6.81 |
| 10 Year | 4.44 |
| Since Inception | 5.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.76 | NA | NA | NA |
| 2024 | 3.60 | 0.45 | 6.99 | -4.32 |
| 2023 | 4.06 | 3.38 | -4.36 | 10.47 |
| 2022 | -5.38 | -11.43 | -6.86 | 9.85 |
| 2021 | 1.64 | 4.39 | -0.62 | 3.49 |
| 2020 | -13.33 | 12.14 | 3.23 | 10.11 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.53 | 6.54 | 13.68 | -14.25 | 9.13 | 10.47 | 17.26 | -6.12 | 13.98 | 6.43 | -3.45 |
| % Total Return Rel to Index | 7.45 | -18.48 | -12.56 | 3.95 | -19.55 | -7.92 | -14.22 | -1.73 | -7.81 | -5.49 | -4.84 |
| % Total Return Rel to Peer | 2.36 | -3.37 | 0.52 | -1.28 | -2.37 | -0.20 | 0.06 | 0.36 | 0.52 | 0.16 | -1.10 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.18 | 0.70 | 0.58 | 0.49 | 0.67 | 0.46 | 0.64 | 0.68 | 0.54 | 0.58 | 0.37 |
| % Yield | 0.45 | 1.74 | 1.91 | 1.43 | 1.58 | 1.16 | 1.76 | 2.17 | 1.55 | 1.88 | 1.24 |
| Capital Gains ($) | 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 | 0.81 | 0.82 | 0.81 | 0.82 | 0.83 | 0.83 | 0.84 | 0.85 | 0.85 | 0.85 |
* 1 = Top 20%, 5 = Bottom 20%