PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 78 Global Allocation mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Global Allocation
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAAZX
DWS RREEF Real Assets FundGlobal AllocationJul 29, 20070.90%
4.38%
4.35%
2.34%
Appleseed FundGlobal AllocationDec 7, 20061.14%
4.13%
3.85%
1.88%
Northern Global Tactical Asset Allocation FundGlobal AllocationJun 30, 19930.26%
6.21%
4.57%
3.64%
UBS Global Allocation FundGlobal AllocationAug 30, 19920.95%
7.27%
4.59%
2.21%
American Funds Global Balanced FundGlobal AllocationJan 31, 20110.84%
6.59%
4.68%
1.63%
FS Chiron Capital Allocation FundGlobal AllocationNov 29, 20151.17%
11.55%
2.15%
Centerstone Investors FundGlobal AllocationMay 2, 20161.10%
2.80%
1.53%
Calamos Global Opportunities FundGlobal AllocationSep 8, 19961.22%
24.18%
7.77%
0.46%
Delaware Global Listed Real Assets FundGlobal AllocationDec 5, 19951.31%
1.31%
5.34%
2.66%
Cohen & Steers Alternative Income FundGlobal AllocationAug 30, 20050.65%
Eaton Vance Global Income Builder FundGlobal AllocationNov 29, 20051.17%
9.77%
6.54%
3.72%
First Eagle Global Income Builder FundGlobal AllocationApr 30, 20120.93%
5.41%
4.99%
3.42%
Franklin Global Allocation FundGlobal AllocationAug 14, 20030.66%
11.19%
4.54%
1.56%
Meeder Global Allocation FundGlobal AllocationJan 30, 20061.81%
10.54%
3.33%
1.74%
FS Chiron Real Asset FundGlobal AllocationDec 30, 20181.25%
14.44%
1.27%
Federated Hermes Global Allocation FundGlobal AllocationDec 30, 19681.14%
7.51%
4.37%
1.56%
JPMorgan Global Allocation FundGlobal AllocationMay 30, 20110.77%
9.00%
5.50%
1.01%
GMO Strategic Opportunities Allocation FundGlobal AllocationMay 30, 20050.32%
6.70%
4.98%
5.66%
GMO Benchmark-Free FundGlobal AllocationJun 14, 20110.35%
5.22%
5.44%
GMO Benchmark-Free Allocation FundGlobal AllocationJul 22, 20030.74%
4.94%
2.41%
5.37%

1–20 of 78

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...