GFBLX
American Funds Global Balanced Fund Class F-3
Mutual fund
$41.83+0.19 (+0.46%)Close Oct 2, 2026
Jan 27, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $19,663
- CAGR
- +7.24%
- Max drawdown
- −23.31%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.18%
- 3M
- −0.54%
- 6M
- +4.96%
- YTD
- +5.69%
- 1Y
- +8.29%
- 3Y
- +13.95%
- 5Y
- +6.07%
- Since 2017
- +7.24%
Metrics
Since 2017| Volatility | 10.44% |
|---|---|
| Sortino ratio | 1.00 |
| Calmar ratio | 0.31 |
| Best year, 2019 | +17.64% |
| Worst year, 2022 | −13.95% |
| Positive years | 6 of 8 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −23.3% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −22.3% | Jan 2022 | Oct 2022 | Mar 2024 | 2.1 years |
| −13.0% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
| −8.7% | Sep 2024 | Apr 2025 | May 2025 | 7 months |
| −6.7% | Feb 2026 | Mar 2026 | May 2026 | 2 months |
Annual returns
2017 from Jan 27 · 2026 through Oct 2