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The Best Global Allocation Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 77 Global Allocation mutual funds.

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

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAAZXDWS RREEF Real Assets FundGlobal AllocationJul 29, 20070.90%-0.9%4.3%2.1%-40.5%-0.2
APPLXAppleseed FundGlobal AllocationDec 7, 20061.14%1.2%3.2%0.7%-44.0%0.2
BBALXNorthern Global Tactical Asset Allocation FundGlobal AllocationJun 30, 19930.26%7.1%4.3%7.5%-44.7%0.7
BPGLXUBS Global Allocation FundGlobal AllocationAug 30, 19920.95%5.3%4.3%4.4%-53.0%0.4
CBFAXAmerican Funds Global Balanced FundGlobal AllocationJan 31, 20110.84%9.0%4.4%1.6%-23.4%1.0
CCAPXFS Chiron Capital Allocation FundGlobal AllocationNov 29, 20151.17%0.1%N/A2.7%-29.5%-0.2
CENTXCenterstone Investors FundGlobal AllocationMay 2, 20161.10%3.4%N/A1.6%-35.3%0.2
CVLOXCalamos Global Opportunities FundGlobal AllocationSep 8, 19961.22%10.8%5.9%0.4%-46.6%0.8
DPREXDelaware Global Listed Real Assets FundGlobal AllocationDec 5, 19951.31%3.0%6.5%12.6%-71.1%0.1
DVFIXCohen & Steers Alternative Income FundGlobal AllocationAug 30, 20050.65%5.2%5.6%5.1%-53.7%0.4
EDIAXEaton Vance Global Income Builder FundGlobal AllocationNov 29, 20051.17%14.3%6.1%3.2%-51.6%1.3
FEBIXFirst Eagle Global Income Builder FundGlobal AllocationApr 30, 20120.93%5.3%5.4%3.4%-23.1%0.8
FFAAXFranklin Global Allocation FundGlobal AllocationAug 14, 20030.66%9.6%4.0%3.0%-52.9%1.0
FLFGXMeeder Global Allocation FundGlobal AllocationJan 30, 20061.81%10.7%3.1%1.2%-60.3%0.8
FSRLXFS Chiron Real Asset FundGlobal AllocationDec 30, 20181.25%1.6%N/A0.0%-21.9%0.0
FSTBXFederated Hermes Global Allocation FundGlobal AllocationDec 30, 19681.14%7.0%3.8%1.6%-43.5%0.6
GAOSXJPMorgan Global Allocation FundGlobal AllocationMay 30, 20110.77%8.3%4.9%3.7%-25.0%0.6
GBATXGMO Strategic Opportunities Allocation FundGlobal AllocationMay 30, 20050.32%12.3%4.8%5.7%-35.2%1.4
GBFFXGMO Benchmark-Free FundGlobal AllocationJun 14, 20110.35%10.4%N/A5.1%-32.4%1.4
GBMFXGMO Benchmark-Free Allocation FundGlobal AllocationJul 22, 20030.74%9.2%2.7%3.2%-23.4%1.4

1–20 of 77

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

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