UK markets open in 3 hours 23 minutes

American Funds Global Balanced 529E (CBFEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
37.66-0.01 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.69%
5-year average return5.10%
Number of years up9
Number of years down3
Best 1-yr total return (23 Jun 2024)16.95%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return16.95%
Worst 3-yr total return0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBFEXCategory
YTD3.60%8.60%
1-month3.02%0.11%
3-month2.50%4.82%
1-year13.13%25.33%
3-year1.15%8.02%
5-year5.85%8.06%
10-year4.17%6.03%
Last bull market15.93%13.54%
Last bear market-11.50%-13.20%

Annual total return (%) history

Year
CBFEXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-14.48%N/A
2021
8.85%N/A
2020
10.21%6.18%
2019
16.95%16.10%
2018
-6.40%-8.26%
2017
13.70%14.79%
2016
6.10%6.04%
2015
-3.76%-4.15%
2014
3.37%1.54%
2013
16.75%10.07%
2012
12.40%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.52%N/AN/AN/A
20234.04%3.29%-4.43%10.43%
2022-5.42%-11.50%-6.91%9.77%
20211.58%4.34%-0.71%3.44%
2020-13.39%12.10%3.15%10.06%
20198.50%2.13%-1.03%6.63%
2018-0.01%-0.57%0.41%-6.25%
20174.31%3.22%3.01%2.52%
20163.15%2.88%2.14%-2.13%
20150.55%-0.55%-5.18%1.50%
20142.23%3.59%-1.70%-0.70%
20134.17%0.18%5.79%5.75%
20127.28%-1.98%4.62%2.17%
20111.89%-10.42%5.37%N/A

Rank in category (by total return)

YTD68
1-month62
3-month72
1-year58
3-year53
5-year51

Load adjusted returns

1-year13.13%
3-year1.15%
5-year5.85%
10-year4.17%