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JPMorgan Global Allocation Fund (GAOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.20-0.14 (-0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.57%
5-year average return5.52%
Number of years up9
Number of years down3
Best 1-yr total return (27 June 2024)17.11%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return17.11%
Worst 3-yr total return0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAOSXCategory
YTD4.64%8.60%
1-month3.26%0.11%
3-month1.88%4.82%
1-year13.67%25.33%
3-year-0.45%8.02%
5-year5.98%8.06%
10-year5.25%6.03%
Last bull market18.68%13.54%
Last bear market-12.74%-13.20%

Annual total return (%) history

Year
GAOSXCategory
2024
N/AN/A
2023
12.78%N/A
2022
-18.58%N/A
2021
9.45%N/A
2020
15.55%6.18%
2019
16.26%16.10%
2018
-5.82%-8.26%
2017
17.11%14.79%
2016
5.50%6.04%
2015
-0.54%-4.15%
2014
4.58%1.54%
2013
15.81%10.07%
2012
15.20%10.74%
2011
N/A-3.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
20235.30%1.45%-4.80%10.89%
2022-6.79%-12.74%-6.29%6.82%
20211.88%4.43%-1.62%4.56%
2020-15.47%13.22%6.12%13.78%
20196.85%2.97%0.08%5.59%
20180.48%-1.59%1.98%-6.61%
20174.82%4.06%3.37%3.87%
2016-0.26%1.66%4.11%-0.07%
20154.46%-1.90%-4.92%2.09%
20140.92%3.58%-1.72%1.79%
20134.99%-0.72%4.82%6.01%
20129.02%-2.37%4.32%3.75%
2011-13.18%4.76%N/AN/A

Rank in category (by total return)

YTD42
1-month46
3-month84
1-year52
3-year78
5-year49

Load adjusted returns

1-year13.67%
3-year-0.45%
5-year5.98%
10-year5.25%