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American Funds Global Balanced 529F1 (CBFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.43-0.12 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.15%
5-year average return5.44%
Number of years up9
Number of years down3
Best 1-yr total return (27 June 2024)17.48%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return17.48%
Worst 3-yr total return1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBFFXCategory
YTD3.76%8.60%
1-month3.05%0.11%
3-month2.60%4.82%
1-year13.57%25.33%
3-year1.56%8.02%
5-year6.29%8.06%
10-year4.62%6.03%
Last bull market16.14%13.54%
Last bear market-11.42%-13.20%

Annual total return (%) history

Year
CBFFXCategory
2024
N/AN/A
2023
13.86%N/A
2022
-14.17%N/A
2021
9.35%N/A
2020
10.70%6.18%
2019
17.48%16.10%
2018
-5.95%-8.26%
2017
14.19%14.79%
2016
6.55%6.04%
2015
-3.34%-4.15%
2014
3.83%1.54%
2013
17.32%10.07%
2012
12.89%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.62%N/AN/AN/A
20234.14%3.39%-4.32%10.52%
2022-5.32%-11.42%-6.84%9.86%
20211.69%4.44%-0.59%3.56%
2020-13.31%12.20%3.29%10.18%
20198.61%2.27%-0.94%6.77%
20180.14%-0.48%0.53%-6.13%
20174.41%3.36%3.13%2.60%
20163.26%3.02%2.25%-2.05%
20150.63%-0.40%-5.09%1.61%
20142.30%3.73%-1.58%-0.59%
20134.31%0.29%5.90%5.90%
20127.38%-1.83%4.73%2.25%
20112.06%-10.32%5.48%N/A

Rank in category (by total return)

YTD65
1-month60
3-month68
1-year54
3-year48
5-year41

Load adjusted returns

1-year13.57%
3-year1.56%
5-year6.29%
10-year4.62%