Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS B) | NA | 6.23% | 2.05% | 6.05% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS B) | 02/02/2011 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 6.23 | 2.05 | 6.05 | NA | NA | NA | … | … | 4.03 | 5.25 | -4.17 | 2.91 | 16.28 | 11.90 | -2.61 |
| Sharpe Ratio | NA | 0.80 | 0.24 | 0.75 | NA | NA | NA | … | … | 3.62 | 0.55 | -0.48 | 0.43 | 2.28 | 1.47 | -0.20 |
| Standard Deviation(%) | NA | 7.52 | 8.08 | 7.90 | NA | NA | NA | … | … | 4.24 | 9.20 | 8.77 | 6.72 | 7.12 | 8.12 | 14.48 |
| Draw Down(%) | NA | 6.00 | 13.02 | 13.02 | NA | NA | NA | … | … | 0.95 | 6.00 | 9.95 | 5.77 | 6.05 | 6.71 | 13.75 |
| Yield(%) | 0.00 | 0.54 | 1.94 | 2.32 | 1.25 | 0.83 | 0.63 | … | … | 0.00 | 0.66 | 2.22 | 3.45 | 2.74 | 1.38 | 0.64 |
Data as of 04/10/2017, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS B) |
1.22%
Nov 2013 – Nov 2016 |
4.39%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLBX (AMERICAN FUNDS GLOBAL BALANCED FUND CLASS B) |
12.43%
Sep 2011 – Sep 2014 |
7.77%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart