GBLAX
American Funds Global Balanced-A
$37.48
0.20 (0.54%)
Currency in USD / Last Updated: 3/27/2024
Category | World |
---|---|
Market Cap | 27560.018M |
52 Week High | 37.48 |
52 Week Low | 32.037 |
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Key Data
Symbol | GBLAX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 37.48 |
Price Yesterday | 37.28 |
Market Cap | 27,560.02 |
YTD Return | 3.55% |
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 | 37.48 |
---|---|
52 Week Low | 32.04 |
Market Cap | 27,560.02M |
Shares Outstanding | 735.33M |
Income Dividend Yield | 1.62% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.62% |
Returns Annualized
One Day | 285.61% |
---|---|
Five Days | 14.43% |
One Months | 35.54% |
Three Months | 13.99% |
Six Months | 32.09% |
Nine Months | 13.81% |
One Year | 15.08% |
Three Years | 2.61% |
Five Years | 5.74% |
Ten Years | 4.85% |
YTD | 15.81% |
Since Inception | 5.88% |
Returns Total
One Day | 0.54% |
---|---|
Five Days | 0.27% |
One Month | 2.56% |
Three Months | 3.27% |
Six Months | 14.79% |
Nine Months | 10.18% |
One Year | 15.07% |
Three Years | 8.01% |
Five Years | 32.12% |
Ten Years | 60.41% |
YTD | 3.55% |
Since Inception | 111.43% |
Yearly Returns
2024 | 3.55% |
---|---|
2023 | 13.69% |
2022 | -14.25% |
2021 | 9.13% |
2020 | 10.48% |
2019 | 17.27% |
2018 | -6.13% |
2017 | 13.98% |
2016 | 6.44% |
2015 | -3.47% |
Risk against SP-DA
Alpha | -7.70% |
---|---|
Beta | 0.61 |
Correlation | 90.83% |
Downside Deviation | 2.21% |
Coefficient of determination | 82.50% |
Standard Deviation | 2.25% |
Sharpe Ratio | -2.44 |
Sortino | -8.6 |
Treynor | 16.15 |
Ulcer Index | 2.91 |
Ulcer Performance Index | -6.53 |