GBLFX
American Funds Global Balanced-F2
$38.00
-0.09 (-0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25962.474M |
| 52 Week High | 38.09 |
| 52 Week Low | 31.755 |
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Key Data
| Symbol | GBLFX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 38 |
| Price Yesterday | 38.09 |
| Market Cap | 25,962.47 |
| YTD Return | 5.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 38.09 |
|---|---|
| 52 Week Low | 31.76 |
| Market Cap | 25,962.47M |
| Shares Outstanding | 683.22M |
| Income Dividend Yield | 2.06% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.06% |
Returns Annualized
| One Day | -44.94% |
|---|---|
| Five Days | 95.08% |
| One Months | 20.23% |
| Three Months | 8.77% |
| Six Months | 14.20% |
| Nine Months | 23.51% |
| One Year | 13.55% |
| Three Years | 2.06% |
| Five Years | 5.83% |
| Ten Years | 4.84% |
| YTD | 11.69% |
| Since Inception | 6.13% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | 1.33% |
| One Month | 1.47% |
| Three Months | 2.09% |
| Six Months | 6.74% |
| Nine Months | 16.95% |
| One Year | 13.53% |
| Three Years | 6.28% |
| Five Years | 32.65% |
| Ten Years | 60.17% |
| YTD | 5.86% |
| Since Inception | 121.91% |
Yearly Returns
| 2024 | 5.86% |
|---|---|
| 2023 | 13.99% |
| 2022 | -14.05% |
| 2021 | 9.36% |
| 2020 | 10.75% |
| 2019 | 17.52% |
| 2018 | -5.94% |
| 2017 | 14.26% |
| 2016 | 6.66% |
| 2015 | -3.27% |
Risk against SP-DA
| Alpha | -6.05% |
|---|---|
| Beta | 0.61 |
| Correlation | 86.08% |
| Downside Deviation | 2.23% |
| Coefficient of determination | 74.10% |
| Standard Deviation | 2.28% |
| Sharpe Ratio | -1.92 |
| Sortino | -6.81 |
| Treynor | 13.41 |
| Ulcer Index | 2.93 |
| Ulcer Performance Index | -5.17 |