Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAONX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R2) | 5.35% | 14.75% | 11.50% | 3.70% | 6.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAONX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R2) | 07/02/2013 | 06/04/2026 |
| 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 (%) | 0.14 | 14.75 | 11.50 | 3.70 | 6.63 | NA | NA | … | … | 5.35 | 14.26 | 7.72 | 12.14 | -19.08 | 8.85 | 14.97 | 15.56 | -6.40 | 16.54 | 4.51 | -1.01 | 4.01 | 10.62 |
| Sharpe Ratio | NA | 1.33 | 0.85 | 0.11 | 0.47 | NA | NA | … | … | 0.89 | 1.05 | 0.45 | 0.94 | -1.43 | 0.93 | 0.78 | 2.31 | -0.89 | 3.19 | 0.53 | -0.12 | 0.54 | 3.02 |
| Standard Deviation(%) | NA | 9.82 | 10.19 | 10.94 | 10.80 | NA | NA | … | … | 12.48 | 10.85 | 9.05 | 9.12 | 14.35 | 9.48 | 18.81 | 6.10 | 8.73 | 5.01 | 8.14 | 8.63 | 7.36 | 7.39 |
| Draw Down(%) | NA | 8.98 | 11.00 | 25.39 | 25.39 | NA | NA | … | … | 8.98 | 10.94 | 5.45 | 9.69 | 25.03 | 4.66 | 23.74 | 3.14 | 13.94 | 1.60 | 7.63 | 9.15 | 6.23 | 3.87 |
| Yield(%) | 0.00 | 9.93 | 4.83 | 4.60 | 4.46 | 3.81 | 2.86 | … | … | 0.48 | 10.31 | 2.17 | 0.01 | 3.31 | 9.62 | 1.66 | 2.45 | 2.03 | 3.21 | 1.99 | 0.72 | 5.51 | 2.80 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GAONX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R2) |
-1.66%
Apr 2021 – Apr 2024 |
1.08%
Mar 2015 – Mar 2020 |
3.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAONX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R2) |
13.23%
Sep 2022 – Sep 2025 |
9.93%
Feb 2016 – Feb 2021 |
7.14%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart