JPMorgan Global Allocation Fund Class R2 (GAONX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.12% | 3.01% | -1.88% |
Year-to-Date | 0.96% | 5.16% | -4.20% |
1 Year | 8.29% | 0.00% | 8.29% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
18%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 18% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.30%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,611
Real cost (fees + lost compounding)
$1,998
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-3.22%