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JPMorgan Global Allocation Fund (GAORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.34-0.05 (-0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return5.55%
Number of years up4
Number of years down1
Best 1-yr total return (20 Jun 2024)16.29%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return16.29%
Worst 3-yr total return0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAORXCategory
YTD4.59%8.60%
1-month3.26%0.11%
3-month1.83%4.82%
1-year13.67%25.33%
3-year-0.44%8.02%
5-year6.01%8.06%
10-year5.26%6.03%
Last bull market18.61%13.54%
Last bear market-12.72%-13.20%

Annual total return (%) history

Year
GAORXCategory
2024
N/AN/A
2023
12.84%N/A
2022
-18.54%N/A
2021
9.49%N/A
2020
15.58%6.18%
2019
16.29%16.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.12%N/AN/AN/A
20235.30%1.45%-4.79%10.94%
2022-6.78%-12.72%-6.28%6.82%
20211.89%4.44%-1.61%4.57%
2020-15.41%13.16%6.19%13.72%
20196.85%2.97%0.09%5.60%

Rank in category (by total return)

YTD42
1-month46
3-month84
1-year52
3-year78
5-year47

Load adjusted returns

1-year13.67%
3-year-0.44%
5-year6.01%
10-year5.26%