CBFEX
American Funds Global Balanced Fund Class 529-E
Mutual fund
$41.80+0.19 (+0.46%)Close Oct 2, 2026
Feb 1, 2011 – Oct 2, 2026, Dividends reinvested
- Final balance
- $25,647
- CAGR
- +6.20%
- Max drawdown
- −23.38%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.22%
- 3M
- −0.67%
- 6M
- +4.68%
- YTD
- +5.21%
- 1Y
- +7.67%
- 3Y
- +13.29%
- 5Y
- +5.43%
- 10Y
- +6.36%
- 15Y
- +7.01%
- Since 2011
- +6.20%
Metrics
Since 2011| Volatility | 10.01% |
|---|---|
| Sortino ratio | 0.90 |
| Calmar ratio | 0.27 |
| Best year, 2019 | +16.95% |
| Worst year, 2022 | −14.47% |
| Positive years | 11 of 14 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.4% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.7% | Nov 2021 | Oct 2022 | Mar 2024 | 2.4 years |
| −13.6% | May 2011 | Oct 2011 | Aug 2012 | 1.3 years |
| −13.5% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
| −12.7% | May 2015 | Jan 2016 | Jul 2016 | 1.2 years |
Annual returns
2011 from Feb 1 · 2026 through Oct 2