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American Funds Global Balanced C (GBLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.53+0.09 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.82%
5-year average return4.42%
Number of years up9
Number of years down3
Best 1-yr total return (30 June 2024)16.35%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return16.35%
Worst 3-yr total return0.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBLCXCategory
YTD3.39%8.60%
1-month2.97%0.11%
3-month2.37%4.82%
1-year12.57%25.33%
3-year0.66%8.02%
5-year5.33%8.06%
10-year3.66%6.03%
Last bull market15.69%13.54%
Last bear market-11.60%-13.20%

Annual total return (%) history

Year
GBLCXCategory
2024
N/AN/A
2023
12.83%N/A
2022
-14.89%N/A
2021
8.34%N/A
2020
9.69%6.18%
2019
16.35%16.10%
2018
-6.84%-8.26%
2017
13.11%14.79%
2016
5.58%6.04%
2015
-4.22%-4.15%
2014
2.87%1.54%
2013
16.21%10.07%
2012
11.87%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.39%N/AN/AN/A
20233.87%3.19%-4.56%10.30%
2022-5.55%-11.60%-7.06%9.67%
20211.46%4.21%-0.81%3.31%
2020-13.49%11.97%3.01%9.93%
20198.37%2.01%-1.15%6.48%
2018-0.10%-0.69%0.26%-6.34%
20174.14%3.12%2.89%2.36%
20163.03%2.76%2.02%-2.26%
20150.44%-0.66%-5.30%1.38%
20142.08%3.51%-1.84%-0.82%
20134.05%0.09%5.63%5.63%
20127.15%-2.07%4.50%2.01%
20111.79%-10.53%5.25%N/A

Rank in category (by total return)

YTD71
1-month66
3-month74
1-year63
3-year62
5-year61

Load adjusted returns

1-year11.57%
3-year0.66%
5-year5.33%
10-year3.66%