FFBGX
American Funds Global Balanced Fund Class 529-F-3
Mutual fund
$41.82+0.18 (+0.43%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $15,934
- CAGR
- +8.18%
- Max drawdown
- −22.33%
- Sharpe ratio
- 0.87
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.20%
- 3M
- −0.56%
- 6M
- +4.94%
- YTD
- +5.62%
- 1Y
- +8.21%
- 3Y
- +13.87%
- 5Y
- +5.99%
- Since 2020
- +8.18%
Metrics
Since 2020| Volatility | 9.61% |
|---|---|
| Sortino ratio | 1.27 |
| Calmar ratio | 0.37 |
| Best year, 2025 | +17.43% |
| Worst year, 2022 | −14.01% |
| Positive years | 4 of 5 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −22.3% | Jan 2022 | Oct 2022 | Mar 2024 | 2.1 years |
| −8.7% | Sep 2024 | Apr 2025 | May 2025 | 7 months |
| −6.7% | Feb 2026 | Mar 2026 | May 2026 | 2 months |
| −3.7% | Sep 2021 | Oct 2021 | Nov 2021 | 2 months |
| −3.6% | Aug 2026 | Oct 2026 | Not yet | 2 months so far |
Annual returns
2020 from Oct 30 · 2026 through Oct 2