Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAOSX (JPMORGAN GLOBAL ALLOCATION FUND SELECT CLASS) | 5.63% | 15.49% | 12.19% | 4.35% | 7.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOSX (JPMORGAN GLOBAL ALLOCATION FUND SELECT CLASS) | 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 (%) | 0.18 | 15.49 | 12.19 | 4.35 | 7.25 | NA | NA | … | … | 5.63 | 14.95 | 8.44 | 12.79 | -18.59 | 9.54 | 15.56 | 16.26 | -5.82 | 17.12 | 4.92 | -0.53 | 4.45 | 10.95 |
| Sharpe Ratio | NA | 1.41 | 0.92 | 0.17 | 0.53 | NA | NA | … | … | 0.94 | 1.12 | 0.53 | 1.01 | -1.40 | 1.00 | 0.81 | 2.42 | -0.83 | 3.32 | 0.58 | -0.07 | 0.60 | 3.12 |
| Standard Deviation(%) | NA | 9.79 | 10.19 | 10.93 | 10.78 | NA | NA | … | … | 12.45 | 10.84 | 9.05 | 9.14 | 14.32 | 9.47 | 18.75 | 6.11 | 8.69 | 4.98 | 8.14 | 8.62 | 7.38 | 7.40 |
| Draw Down(%) | NA | 8.93 | 10.84 | 24.98 | 24.98 | NA | NA | … | … | 8.93 | 10.84 | 5.43 | 9.52 | 24.67 | 4.60 | 23.69 | 3.12 | 13.42 | 1.59 | 7.60 | 8.91 | 6.15 | 3.87 |
| Yield(%) | 0.00 | 10.26 | 5.23 | 4.94 | 4.95 | 4.24 | 3.18 | … | … | 0.63 | 10.66 | 2.70 | 0.01 | 3.77 | 10.13 | 1.88 | 3.00 | 2.46 | 3.60 | 2.29 | 1.14 | 5.89 | 3.01 |
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 |
|---|---|---|---|---|
| GAOSX (JPMORGAN GLOBAL ALLOCATION FUND SELECT CLASS) |
-1.04%
Apr 2021 – Apr 2024 |
1.61%
Mar 2015 – Mar 2020 |
4.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOSX (JPMORGAN GLOBAL ALLOCATION FUND SELECT CLASS) |
13.93%
Sep 2022 – Sep 2025 |
10.51%
Feb 2016 – Feb 2021 |
7.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart