News
Top news
National
Sydney
Melbourne
Brisbane
Adelaide
Perth
World
Environment
Weather
Life
Trending
Wedding
Travel
Hacks
Real life
Royals
Shopping
Sex and relationships
Health and wellbeing
Food
Watch
Horoscopes
Entertainment
Celebrity
TV
Movies
Finance
Cost Of Living
Watchlists
My Portfolios
Markets
Australian
International Markets
Commodities
Cryptocurrencies
Indices
Currencies
Currency Converter
Calendar
Money
Money News
Personal Finance
Property News
Work
Technology
Industries
Basic Materials
Consumer Goods & Media
Financial
Real Estate
Healthcare
Industrial Goods
Technology
Telecom & Utilities
Give Feedback
Sport
NRL
AFL
Tennis
Cricket
Football
Rugby
Motorsport
Golf
NBA
NFL
MLB
NHL
Boxing
MMA
Terms
Privacy
Privacy dashboard
Feedback
© 2024
All rights reserved.
About our ads
Advertising
Jobs
Yahoo Finance
Yahoo Finance
Search query
News
Finance
Sport
More
News
Top news
Latest
Sydney
Melbourne
Brisbane
Adelaide
Perth
World
Environment
Weather
Life
Trending
Royals
Shopping
Sex and relationships
Health and wellbeing
Watch
Horoscopes
Entertainment
Celebrity
TV
Movies
Finance
Cost of living
Personal finance
Property
Work and career
Watchlist
Portfolio
Technology
Sport
NRL
AFL
Tennis
Cricket
Football
Rugby
Motorsport
Golf
NBA
NFL
Boxing
MMA
Editions
US
English
US y LATAM
Español
Australia
English
Canada
English
Canada
Français
Deutschland
Deutsch
France
Français
香港
繁中
Malaysia
English
New Zealand
English
Singapore
English
台灣
繁中
UK
English
Mail
Sign in
Cost Of Living
Watchlists
My Portfolios
Markets
Australian
International Markets
Commodities
Cryptocurrencies
Indices
Currencies
Currency Converter
Calendar
Money
Money News
Personal Finance
Property News
Work
Technology
Industries
Basic Materials
Consumer Goods & Media
Financial
Real Estate
Healthcare
Industrial Goods
Technology
Telecom & Utilities
Give Feedback
…
Back to classic
Australia markets open in 1 hour 55 minutes
ALL ORDS
8,529.50
+38.00
(+0.45%)
AUD/USD
0.6727
-0.0026
(-0.38%)
ASX 200
8,252.80
+38.30
(+0.47%)
OIL
72.11
-3.45
(-4.57%)
GOLD
2,664.80
-11.50
(-0.43%)
Bitcoin AUD
98,006.17
+4,725.38
(+5.07%)
JPMorgan Global Allocation R6 (GAOZX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.98
+0.10
(+0.48%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
11.94%
5-year average return
6.68%
Number of years up
4
Number of years down
2
Best 1-yr total return (10 Oct 2024)
16.42%
Worst 1-yr total return (10 Oct 2024)
N/A
Best 3-yr total return
16.42%
Worst 3-yr total return
0.33%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
GAOZX
Category
YTD
12.63%
8.60%
1-month
1.85%
0.11%
3-month
5.68%
4.82%
1-year
25.03%
25.33%
3-year
2.76%
8.02%
5-year
6.80%
8.06%
10-year
6.10%
6.03%
Last bull market
18.71%
13.54%
Last bear market
-12.71%
-13.20%
Annual total return (%) history
Year
GAOZX
Category
2024
N/A
N/A
2023
12.97%
N/A
2022
-18.44%
N/A
2021
9.60%
N/A
2020
15.65%
6.18%
2019
16.42%
16.10%
2018
-5.73%
-8.26%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.14%
1.37%
5.68%
N/A
2023
5.36%
1.45%
-4.80%
11.01%
2022
-6.71%
-12.71%
-6.26%
6.86%
2021
1.96%
4.42%
-1.55%
4.55%
2020
-15.40%
13.19%
6.16%
13.77%
2019
6.88%
3.00%
0.11%
5.63%
2018
0.48%
-1.56%
2.07%
-6.63%
Rank in category (by total return)
YTD
28
1-month
35
3-month
53
1-year
16
3-year
69
5-year
37
Load adjusted returns
1-year
25.03%
3-year
2.76%
5-year
6.80%
10-year
6.10%
Copyright © 2024 Yahoo. All rights reserved.
About
Data disclaimer
Help
Feedback
About our ads
Terms
and
Privacy Policy
Privacy dashboard