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American Funds Global Balanced Fd Cl F-2: (MF: GBLFX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$38.42 USD
+0.09 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.62 | 9 |
| 3 months | -0.42 | 21 |
| 6 months | 1.13 | 33 |
| 1 Year | 8.78 | 43 |
| 3 Year | 6.58 | 45 |
| 5 Year | 7.10 | 59 |
| 10 Year | 5.12 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.89 |
| 5 Year | 8.26 |
| 10 Year | 5.26 |
| Since Inception | 5.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.82 | NA | NA | NA |
| 2024 | 3.64 | 0.53 | 7.02 | -4.26 |
| 2023 | 4.16 | 3.41 | -4.29 | 10.57 |
| 2022 | -5.29 | -11.39 | -6.81 | 9.91 |
| 2021 | 1.70 | 4.46 | -0.59 | 3.55 |
| 2020 | -13.29 | 12.23 | 3.26 | 10.20 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.62 | 6.76 | 13.98 | -14.05 | 9.36 | 10.75 | 17.51 | -5.93 | 14.26 | 6.66 | -3.26 |
| % Total Return Rel to Index | 7.53 | -18.26 | -12.25 | 4.15 | -19.31 | -7.65 | -13.97 | -1.54 | -7.53 | -5.27 | -4.64 |
| % Total Return Rel to Peer | 2.44 | -3.15 | 0.82 | -1.08 | -2.14 | 0.06 | 0.31 | 0.55 | 0.80 | 0.38 | -0.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.20 | 0.79 | 0.66 | 0.57 | 0.76 | 0.54 | 0.71 | 0.76 | 0.61 | 0.65 | 0.43 |
| % Yield | 0.50 | 1.96 | 2.13 | 1.65 | 1.81 | 1.36 | 1.96 | 2.40 | 1.75 | 2.08 | 1.43 |
| Capital Gains ($) | 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 | 0.58 | 0.59 | 0.58 | 0.58 | 0.59 | 0.61 | 0.62 | 0.64 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%