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American Funds Global Balanced 529C (CBFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.71+0.23 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.05%
5-year average return4.35%
Number of years up9
Number of years down3
Best 1-yr total return (1 Jul 2024)16.28%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return16.28%
Worst 3-yr total return0.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBFCXCategory
YTD3.38%8.60%
1-month2.98%0.11%
3-month2.39%4.82%
1-year12.52%25.33%
3-year0.61%8.02%
5-year5.28%8.06%
10-year3.61%6.03%
Last bull market15.67%13.54%
Last bear market-11.62%-13.20%

Annual total return (%) history

Year
CBFCXCategory
2024
N/AN/A
2023
12.79%N/A
2022
-14.92%N/A
2021
8.27%N/A
2020
9.63%6.18%
2019
16.28%16.10%
2018
-6.87%-8.26%
2017
13.05%14.79%
2016
5.49%6.04%
2015
-4.29%-4.15%
2014
2.79%1.54%
2013
16.17%10.07%
2012
11.75%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.38%0.30%N/AN/A
20233.87%3.18%-4.55%10.26%
2022-5.54%-11.62%-7.04%9.63%
20211.45%4.21%-0.83%3.27%
2020-13.52%11.94%3.03%9.91%
20198.34%2.00%-1.17%6.47%
2018-0.11%-0.71%0.28%-6.36%
20174.14%3.09%2.88%2.36%
20163.02%2.72%2.01%-2.27%
20150.39%-0.68%-5.29%1.36%
20142.07%3.46%-1.83%-0.84%
20134.04%0.07%5.59%5.66%
20127.15%-2.12%4.49%1.97%
20111.77%-10.55%5.24%N/A

Rank in category (by total return)

YTD72
1-month65
3-month73
1-year63
3-year63
5-year62

Load adjusted returns

1-year11.52%
3-year0.61%
5-year5.28%
10-year3.61%