Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAOCX (JPMORGAN GLOBAL ALLOCATION FUND CLASS C) | 4.06% | 11.90% | 10.62% | 3.32% | 6.51% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOCX (JPMORGAN GLOBAL ALLOCATION FUND CLASS C) | 07/02/2013 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 11.90 | 10.62 | 3.32 | 6.51 | NA | NA | … | … | 4.06 | 14.10 | 7.60 | 11.92 | -19.17 | 8.75 | 14.75 | 15.40 | -6.55 | 16.22 | 4.30 | -1.22 | 3.69 | 10.49 |
| Sharpe Ratio | NA | 0.90 | 0.71 | 0.07 | 0.44 | NA | NA | … | … | 0.53 | 1.04 | 0.44 | 0.91 | -1.44 | 0.92 | 0.77 | 2.30 | -0.91 | 3.17 | 0.50 | -0.15 | 0.50 | 2.97 |
| Standard Deviation(%) | NA | 10.27 | 10.32 | 11.02 | 10.84 | NA | NA | … | … | 12.83 | 10.83 | 9.06 | 9.16 | 14.32 | 9.51 | 18.81 | 6.06 | 8.73 | 4.93 | 8.14 | 8.60 | 7.40 | 7.42 |
| Draw Down(%) | NA | 8.99 | 11.02 | 25.53 | 25.53 | NA | NA | … | … | 8.99 | 10.90 | 5.48 | 9.71 | 25.15 | 4.66 | 23.77 | 3.18 | 14.05 | 1.56 | 7.69 | 9.21 | 6.26 | 3.88 |
| Yield(%) | 0.00 | 9.87 | 4.77 | 4.57 | 4.43 | 3.71 | 2.78 | … | … | 0.45 | 10.36 | 2.09 | 0.01 | 3.26 | 9.62 | 1.55 | 2.35 | 1.96 | 2.85 | 1.89 | 0.71 | 5.51 | 2.86 |
Data as of 06/12/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOCX (JPMORGAN GLOBAL ALLOCATION FUND CLASS C) |
-1.77%
Apr 2021 – Apr 2024 |
0.89%
Mar 2015 – Mar 2020 |
3.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOCX (JPMORGAN GLOBAL ALLOCATION FUND CLASS C) |
13.10%
Sep 2022 – Sep 2025 |
9.74%
Feb 2016 – Feb 2021 |
6.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart