GBLAX
American Funds Global Balanced-A
$37.99
-0.10 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25962.557M |
| 52 Week High | 38.09 |
| 52 Week Low | 31.851 |
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Key Data
| Symbol | GBLAX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 37.99 |
| Price Yesterday | 38.09 |
| Market Cap | 25,962.56 |
| YTD Return | 5.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 38.09 |
|---|---|
| 52 Week Low | 31.85 |
| Market Cap | 25,962.56M |
| Shares Outstanding | 683.41M |
| Income Dividend Yield | 1.67% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.67% |
Returns Annualized
| One Day | -48.48% |
|---|---|
| Five Days | 92.50% |
| One Months | 19.75% |
| Three Months | 7.84% |
| Six Months | 13.51% |
| Nine Months | 22.92% |
| One Year | 13.07% |
| Three Years | 1.76% |
| Five Years | 5.54% |
| Ten Years | 4.59% |
| YTD | 11.10% |
| Since Inception | 5.91% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.31% |
| One Month | 1.44% |
| Three Months | 1.87% |
| Six Months | 6.43% |
| Nine Months | 16.53% |
| One Year | 13.05% |
| Three Years | 5.36% |
| Five Years | 30.87% |
| Ten Years | 56.40% |
| YTD | 5.57% |
| Since Inception | 115.56% |
Yearly Returns
| 2024 | 5.57% |
|---|---|
| 2023 | 13.69% |
| 2022 | -14.25% |
| 2021 | 9.13% |
| 2020 | 10.48% |
| 2019 | 17.27% |
| 2018 | -6.13% |
| 2017 | 13.99% |
| 2016 | 6.44% |
| 2015 | -3.47% |
Risk against SP-DA
| Alpha | -6.44% |
|---|---|
| Beta | 0.61 |
| Correlation | 85.45% |
| Downside Deviation | 2.20% |
| Coefficient of determination | 73.02% |
| Standard Deviation | 2.28% |
| Sharpe Ratio | -1.98 |
| Sortino | -7.12 |
| Treynor | 12.7 |
| Ulcer Index | 2.96 |
| Ulcer Performance Index | -5.29 |