CBFEX Performance — American Funds Global Balanced Fund, Class 529-E
Data updated: 2026-09-28
CBFEX returned +6.69% year to date and +13.74% over one year to Jul 2026. Annualised returns are +11.18% over 3 years and +5.56% over 5 years. The fund trailed its Moderate Allocation category average: $100 invested three years ago grew to $137, against $138 for the category, and to $114 over one year, against $115. Volatility over the past three years was 8.80% a year. In the 12 months to Jul 2026 the fund took in a net $3.1B, and assets reached $33.55B.
CBFEX Growth of $100
What $100 invested in American Funds Global Balanced Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | CBFEX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $114 | $115 |
| 3 years (Aug 2023 – Jul 2026) | $137 | $138 |
| 5 years (Aug 2021 – Jul 2026) | $131 | $133 |
| Since data start (Aug 2019 – Jul 2026) | $163 | $168 |
CBFEX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.69% |
| 1 year | +13.74% |
| 3 years (annualised) | +11.18% |
| 5 years (annualised) | +5.56% |
CBFEX Annual Returns
Calendar-year total returns of American Funds Global Balanced Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +6.69% |
| 2025 | +16.82% |
| 2024 | +6.27% |
| 2023 | +13.41% |
| 2022 | −14.48% |
| 2021 | +8.85% |
| 2020 | +10.22% |
| 2019 (Aug–Dec) | +5.97% |
CBFEX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.4% | +2.4% | −5.0% | +4.6% | +2.1% | −0.7% | +0.9% | — | — | — | — | — |
| 2025 | +3.0% | +0.6% | −1.8% | +0.7% | +3.2% | +3.5% | +0.1% | +1.9% | +1.9% | +1.4% | +1.2% | 0.0% |
| 2024 | −0.4% | +1.5% | +2.4% | −2.9% | +3.0% | +0.3% | +2.4% | +2.6% | +1.8% | −2.9% | +0.6% | −2.1% |
| 2023 | +4.8% | −3.4% | +2.7% | +1.6% | −1.7% | +3.5% | +1.7% | −2.4% | −3.7% | −1.4% | +6.8% | +4.9% |
| 2022 | −2.7% | −2.4% | −0.5% | −6.4% | +1.7% | −7.0% | +3.9% | −3.6% | −7.1% | +4.2% | +6.9% | −1.4% |
| 2021 | −0.5% | +0.8% | +1.2% | +2.5% | +1.5% | +0.3% | +0.6% | +1.5% | −2.8% | +2.6% | −2.0% | +2.9% |
| 2020 | −1.0% | −4.1% | −8.8% | +6.3% | +3.5% | +1.8% | +2.7% | +3.1% | −2.6% | −1.6% | +8.6% | +3.1% |
| 2019 | — | — | — | — | — | — | — | −1.2% | +0.5% | +1.9% | +1.6% | +3.0% |
CBFEX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 8.80%
- 3-year Sharpe ratio: 0.76 (vs 4.5% risk-free rate)
- Best month: +6.80% (Nov 2023)
- Worst month: −4.96% (Mar 2026)
CBFEX Fund Flows
Monthly money in and out of American Funds Global Balanced Fund, from SEC Form N-PORT.
- 12-month net flow: $3.1B
- 12-month gross sales (incl. reinvestments): $6.9B
- Sales ÷ redemptions: 1.82×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $468.8M | $387.4M | $81.4M |
| Jun 2026 | $631.6M | $282.9M | $348.7M |
| May 2026 | $317.8M | $190.9M | $126.9M |
| Apr 2026 | $729.6M | $529.2M | $200.4M |
| Mar 2026 | $464.1M | $336.4M | $127.8M |
| Feb 2026 | $308.7M | $238.4M | $70.3M |
| Jan 2026 | $771.1M | $536.5M | $234.6M |
| Dec 2025 | $1.7B | $286.6M | $1.4B |
| Nov 2025 | $285.8M | $325.3M | −$39.6M |
| Oct 2025 | $336.6M | $252.1M | $84.5M |
| Sep 2025 | $521.4M | $197.4M | $324.0M |
| Aug 2025 | $323.2M | $227.6M | $95.6M |
CBFEX Assets Under Management
Net assets of American Funds Global Balanced Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $33.55B |
| 2026-04-30 | $32.39B |
| 2026-01-31 | $31.53B |
| 2025-10-31 | $30.11B |
| 2025-07-31 | $28.23B |
| 2025-04-30 | $25.93B |
| 2025-01-31 | $25.83B |
| 2024-10-31 | $26.62B |
| 2024-07-31 | $26.22B |
| 2024-04-30 | $25.88B |
| 2024-01-31 | $26.43B |
| 2023-10-31 | $24.56B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.