GBLFX
American Funds Global Balanced-F2
$36.71
-0.03 (-0.08%)
Currency in USD / Last Updated: 4/24/2024
Category | World |
---|---|
Market Cap | 27310.771M |
52 Week High | 37.52 |
52 Week Low | 32.009 |
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Key Data
Symbol | GBLFX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 36.71 |
Price Yesterday | 36.74 |
Market Cap | 27,310.77 |
YTD Return | 1.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0059 |
Overview
52 Week High | 37.52 |
---|---|
52 Week Low | 32.01 |
Market Cap | 27,310.77M |
Shares Outstanding | 743.96M |
Income Dividend Yield | 1.88% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.88% |
Returns Annualized
One Day | -18.62% |
---|---|
Five Days | 53.39% |
One Months | -17.73% |
Three Months | 8.70% |
Six Months | 28.22% |
Nine Months | 7.42% |
One Year | 9.42% |
Three Years | 1.26% |
Five Years | 5.28% |
Ten Years | 4.73% |
YTD | 4.73% |
Since Inception | 5.89% |
Returns Total
One Day | -0.08% |
---|---|
Five Days | 0.85% |
One Month | -1.69% |
Three Months | 2.11% |
Six Months | 13.11% |
Nine Months | 5.54% |
One Year | 9.41% |
Three Years | 3.82% |
Five Years | 29.30% |
Ten Years | 58.55% |
YTD | 1.46% |
Since Inception | 112.66% |
Yearly Returns
2024 | 1.46% |
---|---|
2023 | 13.99% |
2022 | -14.05% |
2021 | 9.37% |
2020 | 10.75% |
2019 | 17.51% |
2018 | -5.94% |
2017 | 14.27% |
2016 | 6.66% |
2015 | -3.27% |
Risk against SP-DA
Alpha | -7.89% |
---|---|
Beta | 0.62 |
Correlation | 92.93% |
Downside Deviation | 2.15% |
Coefficient of determination | 86.36% |
Standard Deviation | 2.30% |
Sharpe Ratio | -1.9 |
Sortino | -7.04 |
Treynor | 6.48 |
Ulcer Index | 2.93 |
Ulcer Performance Index | -5.17 |