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JPMorgan Global Allocation R5 (GAORX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.52+0.12 (+0.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.16%
5-year average return5.67%
Number of years up4
Number of years down1
Best 1-yr total return (4 July 2024)16.29%
Worst 1-yr total return (4 July 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
YTD6.53%8.60%
1-month1.85%0.11%
3-month1.34%4.82%
1-year12.52%25.33%
3-year0.25%8.02%
5-year5.54%8.06%
10-year5.25%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%1.34%N/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)

YTD26
1-month8
3-month23
1-year28
3-year70
5-year39

Load adjusted returns

1-year12.52%
3-year0.25%
5-year5.54%
10-year5.25%