Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAOTX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R3) | 3.37% | 12.40% | 10.95% | 3.60% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAOTX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R3) | 10/05/2018 | 06/09/2026 |
| 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 (%) | -2.50 | 12.40 | 10.95 | 3.60 | NA | NA | NA | … | … | 3.37 | 14.53 | 8.03 | 12.35 | -18.88 | 9.14 | 15.15 | 15.80 | -5.43 |
| Sharpe Ratio | NA | 0.98 | 0.74 | 0.08 | NA | NA | NA | … | … | 0.36 | 1.08 | 0.49 | 0.96 | -1.42 | 0.96 | 0.79 | 2.35 | -2.18 |
| Standard Deviation(%) | NA | 10.12 | 10.30 | 10.98 | NA | NA | NA | … | … | 12.81 | 10.87 | 9.05 | 9.15 | 14.30 | 9.48 | 18.76 | 6.10 | 10.65 |
| Draw Down(%) | NA | 8.97 | 10.91 | 25.24 | NA | NA | NA | … | … | 8.97 | 10.91 | 5.47 | 9.62 | 24.92 | 4.65 | 23.67 | 3.12 | 7.72 |
| Yield(%) | 0.00 | 10.01 | 4.97 | 4.73 | 3.58 | 2.39 | 1.79 | … | … | 0.54 | 10.43 | 2.36 | 0.01 | 3.45 | 9.79 | 1.70 | 2.67 | 1.32 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| GAOTX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R3) |
-1.40%
Apr 2021 – Apr 2024 |
3.17%
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 |
|---|---|---|---|---|
| GAOTX (JPMORGAN GLOBAL ALLOCATION FUND CLASS R3) |
13.51%
Sep 2022 – Sep 2025 |
7.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart