Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAOAX (JPMORGAN GLOBAL ALLOCATION FUND CLASS A) | 5.29% | 15.41% | 11.82% | 4.16% | 7.02% | 5.96% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOAX (JPMORGAN GLOBAL ALLOCATION FUND CLASS A) | 06/01/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 15.41 | 11.82 | 4.16 | 7.02 | 5.96 | NA | … | … | 5.29 | 14.68 | 7.91 | 12.69 | -18.74 | 9.24 | 15.51 | 15.94 | -6.07 | 16.83 | 4.75 | -0.78 | 4.28 | 14.44 | 11.40 | -10.36 |
| Sharpe Ratio | NA | 1.38 | 0.89 | 0.15 | 0.50 | NA | NA | … | … | 0.93 | 1.09 | 0.47 | 0.99 | -1.41 | 0.92 | 0.81 | 2.38 | -0.86 | 3.27 | 0.55 | -0.10 | 0.59 | 1.64 | 1.45 | -1.00 |
| Standard Deviation(%) | NA | 9.82 | 10.25 | 10.96 | 10.86 | NA | NA | … | … | 12.41 | 10.90 | 9.15 | 9.19 | 14.32 | 9.97 | 18.83 | 6.08 | 8.70 | 4.97 | 8.18 | 8.57 | 7.28 | 8.79 | 7.89 | 16.99 |
| Draw Down(%) | NA | 8.95 | 10.87 | 25.15 | 25.15 | NA | NA | … | … | 8.95 | 10.87 | 5.48 | 9.60 | 24.83 | 5.07 | 23.67 | 3.13 | 13.64 | 1.59 | 7.62 | 8.98 | 6.16 | 8.22 | 8.04 | 16.17 |
| Yield(%) | 0.00 | 10.21 | 5.09 | 4.84 | 4.78 | 4.22 | 3.15 | … | … | 0.57 | 10.55 | 2.50 | 0.01 | 3.58 | 9.95 | 1.91 | 2.75 | 2.29 | 3.33 | 2.18 | 0.95 | 5.72 | 3.03 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOAX (JPMORGAN GLOBAL ALLOCATION FUND CLASS A) |
-1.29%
Apr 2021 – Apr 2024 |
1.38%
Mar 2015 – Mar 2020 |
3.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOAX (JPMORGAN GLOBAL ALLOCATION FUND CLASS A) |
13.65%
Sep 2022 – Sep 2025 |
10.28%
Feb 2016 – Feb 2021 |
8.29%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart