GBLCX
American Funds Global Balanced-C
$37.93
-0.10 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25956.106M |
| 52 Week High | 38.03 |
| 52 Week Low | 31.96 |
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Key Data
| Symbol | GBLCX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 37.93 |
| Price Yesterday | 38.03 |
| Market Cap | 25,956.11 |
| YTD Return | 5.18% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0158 |
Overview
| 52 Week High | 38.03 |
|---|---|
| 52 Week Low | 31.96 |
| Market Cap | 25,956.11M |
| Shares Outstanding | 684.32M |
| Income Dividend Yield | 0.95% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.95% |
Returns Annualized
| One Day | -48.53% |
|---|---|
| Five Days | 92.70% |
| One Months | 18.90% |
| Three Months | 7.02% |
| Six Months | 12.72% |
| Nine Months | 22.04% |
| One Year | 12.26% |
| Three Years | 1.01% |
| Five Years | 4.76% |
| Ten Years | 3.79% |
| YTD | 10.30% |
| Since Inception | 5.07% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.31% |
| One Month | 1.38% |
| Three Months | 1.68% |
| Six Months | 6.06% |
| Nine Months | 15.91% |
| One Year | 12.24% |
| Three Years | 3.05% |
| Five Years | 26.10% |
| Ten Years | 44.87% |
| YTD | 5.18% |
| Since Inception | 93.87% |
Yearly Returns
| 2024 | 5.18% |
|---|---|
| 2023 | 12.83% |
| 2022 | -14.89% |
| 2021 | 8.34% |
| 2020 | 9.69% |
| 2019 | 16.35% |
| 2018 | -6.84% |
| 2017 | 13.11% |
| 2016 | 5.58% |
| 2015 | -4.22% |
Risk against SP-DA
| Alpha | -7.11% |
|---|---|
| Beta | 0.6 |
| Correlation | 84.86% |
| Downside Deviation | 2.22% |
| Coefficient of determination | 72.02% |
| Standard Deviation | 2.27% |
| Sharpe Ratio | -2.09 |
| Sortino | -7.4 |
| Treynor | 11.47 |
| Ulcer Index | 3.05 |
| Ulcer Performance Index | -5.4 |