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JPMorgan Global Allocation Fund (GAOTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.06-0.12 (-0.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.90%
5-year average return5.02%
Number of years up4
Number of years down1
Best 1-yr total return (27 June 2024)15.80%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return15.80%
Worst 3-yr total return-0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAOTXCategory
YTD4.48%8.60%
1-month3.23%0.11%
3-month1.75%4.82%
1-year13.23%25.33%
3-year-0.83%8.02%
5-year5.58%8.06%
10-year4.92%6.03%
Last bull market18.45%13.54%
Last bear market-12.81%-13.20%

Annual total return (%) history

Year
GAOTXCategory
2024
N/AN/A
2023
12.35%N/A
2022
-18.87%N/A
2021
9.05%N/A
2020
15.14%6.18%
2019
15.80%16.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.06%N/AN/AN/A
20235.20%1.35%-4.88%10.78%
2022-6.88%-12.81%-6.39%6.74%
20211.80%4.35%-1.72%4.46%
2020-15.52%13.06%6.06%13.66%
20196.76%2.90%-0.05%5.46%

Rank in category (by total return)

YTD48
1-month47
3-month86
1-year57
3-year83
5-year54

Load adjusted returns

1-year13.23%
3-year-0.83%
5-year5.58%
10-year4.92%