Hilda L. Applbaum

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Hilda L. Applbaum
Capital Group
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Manager profile

Hilda L. Applbaum is a portfolio manager at Capital Group. She also serves on the Global Solutions Committee. She has 37 years of investment industry experience and has been with Capital Group for 29 years. Earlier in her career, as an equity investment analyst at Capital, Hilda covered global convertible securities. Before joining Capital, she was a principal investment officer and director of research for the California Public Employees Retirement System, and a research analyst and economist at Federal Farm Credit Banks Funding Corp. in New York. Hilda holds a master's degree in economics from New York University and a bachelor's degree in economics from Barnard College of Columbia University graduating magna cum laude. She also holds the Chartered Financial Analyst® designation. Hilda is based in San Francisco.

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Annualised total return over 10.8 years

+7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Hilda L. Applbaum	15.1	11.4	28.2	39.5	93.5
Peer Group Composite	11.5	3.8	14.8	18.8	46.6
Over / Under	3.6	7.6	13.4	20.7	46.9

Total return for Hilda L. Applbaum

Discrete calendar year performance : Hilda L. Applbaum

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Hilda L. Applbaum	15.1	-3.7	-0.5	10.2	3.5	8.7	0.1	4.5	27.8	3.7
Peer Group Composite	11.5	0.6	-7.7	8.6	1.3	5.5	-1.9	4.1	18.6	0.1
Over / Under	3.6	-4.3	7.2	1.6	2.2	3.2	2.0	0.4	9.2	3.6

Performance vs peer group composite: Hilda L. Applbaum

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

9 years

out of a possible 10

Overall markets

Underperformed peer group composite

1 year

out of a possible 10

Rising markets

Outperformed peer group composite

7 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Capital Group Global Allocation Fund (LUX)	Co-managed	FO Mixed Asset - Flexible	since Jan 31 2014 to present
Capital Group American Balanced (LUX)	Co-managed	FO Mixed Asset - Balanced	since Jul 27 2021 to present