Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAORX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R5) | 5.64% | 15.51% | 12.22% | 4.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAORX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R5) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 15.51 | 12.22 | 4.38 | NA | NA | NA | … | … | 5.64 | 14.97 | 8.46 | 12.84 | -18.55 | 9.58 | 15.60 | 16.30 | -5.33 |
| Sharpe Ratio | NA | 1.42 | 0.92 | 0.18 | NA | NA | NA | … | … | 0.95 | 1.12 | 0.53 | 1.01 | -1.40 | 1.01 | 0.81 | 2.42 | -2.16 |
| Standard Deviation(%) | NA | 9.80 | 10.19 | 10.92 | NA | NA | NA | … | … | 12.47 | 10.82 | 9.08 | 9.14 | 14.29 | 9.50 | 18.81 | 6.13 | 10.59 |
| Draw Down(%) | NA | 8.93 | 10.83 | 24.96 | NA | NA | NA | … | … | 8.93 | 10.83 | 5.43 | 9.52 | 24.67 | 4.63 | 23.69 | 3.12 | 7.67 |
| Yield(%) | 0.00 | 10.28 | 5.25 | 4.95 | 3.82 | 2.55 | 1.91 | … | … | 0.64 | 10.68 | 2.72 | 0.01 | 3.80 | 10.13 | 1.92 | 3.03 | 1.41 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAORX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R5) |
-1.01%
Apr 2021 – Apr 2024 |
3.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAORX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R5) |
13.96%
Sep 2022 – Sep 2025 |
8.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart