GFBLX
American Funds Global Balanced-F3
$37.97
-0.10 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 25962.71M |
| 52 Week High | 38.07 |
| 52 Week Low | 31.761 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | GFBLX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 37.97 |
| Price Yesterday | 38.07 |
| Market Cap | 25,962.71 |
| YTD Return | 5.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0048 |
Overview
| 52 Week High | 38.07 |
|---|---|
| 52 Week Low | 31.76 |
| Market Cap | 25,962.71M |
| Shares Outstanding | 683.77M |
| Income Dividend Yield | 2.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.00% |
Returns Annualized
| One Day | -48.49% |
|---|---|
| Five Days | 92.57% |
| One Months | 20.21% |
| Three Months | 8.21% |
| Six Months | 13.90% |
| Nine Months | 23.35% |
| One Year | 13.46% |
| Three Years | 2.11% |
| Five Years | 5.90% |
| Ten Years | -999 |
| YTD | 11.47% |
| Since Inception | 6.22% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.31% |
| One Month | 1.47% |
| Three Months | 1.96% |
| Six Months | 6.61% |
| Nine Months | 16.83% |
| One Year | 13.45% |
| Three Years | 6.43% |
| Five Years | 33.09% |
| Ten Years | -999 |
| YTD | 5.75% |
| Since Inception | 56.49% |
Yearly Returns
| 2024 | 5.75% |
|---|---|
| 2023 | 14.08% |
| 2022 | -13.96% |
| 2021 | 9.51% |
| 2020 | 10.84% |
| 2019 | 17.65% |
| 2018 | -5.82% |
| 2017 | 12.09% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.09% |
|---|---|
| Beta | 0.61 |
| Correlation | 85.77% |
| Downside Deviation | 2.19% |
| Coefficient of determination | 73.57% |
| Standard Deviation | 2.28% |
| Sharpe Ratio | -1.93 |
| Sortino | -6.97 |
| Treynor | 13.31 |
| Ulcer Index | 2.91 |
| Ulcer Performance Index | -5.24 |