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American Funds Global Balanced F1 (GBLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.85+0.23 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.08%
5-year average return5.21%
Number of years up9
Number of years down3
Best 1-yr total return (2 Jul 2024)17.17%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return17.17%
Worst 3-yr total return1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBLEXCategory
YTD4.08%8.60%
1-month0.36%0.11%
3-month0.47%4.82%
1-year9.93%25.33%
3-year1.39%8.02%
5-year5.23%8.06%
10-year4.38%6.03%
Last bull market16.07%13.54%
Last bear market-11.43%-13.20%

Annual total return (%) history

Year
GBLEXCategory
2024
N/AN/A
2023
13.65%N/A
2022
-14.29%N/A
2021
9.09%N/A
2020
10.46%6.18%
2019
17.17%16.10%
2018
-6.18%-8.26%
2017
13.96%14.79%
2016
6.37%6.04%
2015
-3.50%-4.15%
2014
3.62%1.54%
2013
17.13%10.07%
2012
12.72%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.59%0.47%N/AN/A
20234.09%3.37%-4.40%10.49%
2022-5.39%-11.43%-6.88%9.84%
20211.63%4.39%-0.63%3.48%
2020-13.34%12.16%3.20%10.13%
20198.54%2.18%-0.96%6.68%
20180.06%-0.52%0.47%-6.18%
20174.35%3.27%3.10%2.57%
20163.25%2.94%2.20%-2.07%
20150.61%-0.45%-5.14%1.57%
20142.26%3.67%-1.64%-0.64%
20134.27%0.25%5.85%5.86%
20127.35%-1.87%4.70%2.21%
20111.98%-10.35%5.49%N/A

Rank in category (by total return)

YTD56
1-month52
3-month53
1-year53
3-year50
5-year47

Load adjusted returns

1-year9.93%
3-year1.39%
5-year5.23%
10-year4.38%