Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAOZX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R6) | 3.23% | 13.11% | 11.44% | 3.99% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOZX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R6) | 11/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 13.11 | 11.44 | 3.99 | NA | NA | NA | … | … | 3.23 | 15.07 | 8.32 | 13.20 | -18.45 | 9.68 | 15.67 | 16.42 | -5.73 | 2.13 |
| Sharpe Ratio | NA | 1.43 | 0.93 | 0.19 | NA | NA | NA | … | … | 0.97 | 1.12 | 0.51 | 1.06 | -1.40 | 1.02 | 0.81 | 2.46 | -0.82 | 3.01 |
| Standard Deviation(%) | NA | 9.78 | 10.22 | 10.94 | NA | NA | NA | … | … | 12.40 | 10.89 | 9.14 | 9.11 | 14.29 | 9.46 | 18.85 | 6.07 | 8.72 | 4.42 |
| Draw Down(%) | NA | 8.92 | 10.80 | 24.91 | NA | NA | NA | … | … | 8.92 | 10.80 | 5.43 | 9.47 | 24.60 | 4.64 | 23.65 | 3.12 | 13.32 | 1.06 |
| Yield(%) | 0.00 | 10.39 | 5.33 | 5.03 | 4.18 | 2.79 | 2.09 | … | … | 0.66 | 10.77 | 2.81 | 0.01 | 3.88 | 10.27 | 2.01 | 3.14 | 2.56 | 2.44 |
Data as of 06/05/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOZX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R6) |
-0.91%
Apr 2021 – Apr 2024 |
2.57%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAOZX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R6) |
14.08%
Sep 2022 – Sep 2025 |
8.52%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart