GBLCX
American Funds Global Balanced-C
$36.26
-0.06 (-0.17%)
Currency in USD / Last Updated: 4/18/2024
Category | World |
---|---|
Market Cap | 27035.165M |
52 Week High | 37.45 |
52 Week Low | 32.086 |
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Key Data
Symbol | GBLCX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 36.26 |
Price Yesterday | 36.32 |
Market Cap | 27,035.17 |
YTD Return | 0.16% |
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 | 37.45 |
---|---|
52 Week Low | 32.09 |
Market Cap | 27,035.17M |
Shares Outstanding | 745.59M |
Income Dividend Yield | 0.92% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.92% |
Returns Annualized
One Day | -34.10% |
---|---|
Five Days | -69.77% |
One Months | -21.22% |
Three Months | 6.87% |
Six Months | 23.54% |
Nine Months | 4.46% |
One Year | 7.24% |
Three Years | -0.08% |
Five Years | 4.06% |
Ten Years | 3.64% |
YTD | 0.53% |
Since Inception | 4.76% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | -2.34% |
One Month | -2.06% |
Three Months | 1.67% |
Six Months | 11.04% |
Nine Months | 3.34% |
One Year | 7.23% |
Three Years | -0.25% |
Five Years | 21.96% |
Ten Years | 42.93% |
YTD | 0.16% |
Since Inception | 84.60% |
Yearly Returns
2024 | 0.16% |
---|---|
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 | -8.42% |
---|---|
Beta | 0.6 |
Correlation | 89.59% |
Downside Deviation | 2.21% |
Coefficient of determination | 80.26% |
Standard Deviation | 2.28% |
Sharpe Ratio | -1.94 |
Sortino | -6.93 |
Treynor | 3.11 |
Ulcer Index | 3.02 |
Ulcer Performance Index | -5.06 |