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JPMorgan Global Allocation R6 (GAOZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.98+0.10 (+0.48%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.94%
5-year average return6.68%
Number of years up4
Number of years down2
Best 1-yr total return (10 Oct 2024)16.42%
Worst 1-yr total return (10 Oct 2024)N/A
Best 3-yr total return16.42%
Worst 3-yr total return0.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAOZXCategory
YTD12.63%8.60%
1-month1.85%0.11%
3-month5.68%4.82%
1-year25.03%25.33%
3-year2.76%8.02%
5-year6.80%8.06%
10-year6.10%6.03%
Last bull market18.71%13.54%
Last bear market-12.71%-13.20%

Annual total return (%) history

Year
GAOZXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20245.14%1.37%5.68%N/A
20235.36%1.45%-4.80%11.01%
2022-6.71%-12.71%-6.26%6.86%
20211.96%4.42%-1.55%4.55%
2020-15.40%13.19%6.16%13.77%
20196.88%3.00%0.11%5.63%
20180.48%-1.56%2.07%-6.63%

Rank in category (by total return)

YTD28
1-month35
3-month53
1-year16
3-year69
5-year37

Load adjusted returns

1-year25.03%
3-year2.76%
5-year6.80%
10-year6.10%