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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 Global Allocation mutual funds.


Category is Global Allocation
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Catalyst/MAP Global Balanced FundGlobal AllocationJul 28, 20111.22%
3.65%
5.55%
2.25%
91
T. Rowe Price Total Return Fund Class IGlobal AllocationSep 28, 20010.37%
-6.84%
17.34%
54.03%
79
Templeton Global Balanced FundGlobal AllocationJun 30, 20050.95%
1.94%
4.45%
4.90%
88
VALIC Company I Global Strategy FundGlobal AllocationDec 4, 20050.79%
0.35%
5.61%
3.23%
89
Allspring Absolute Return FundGlobal AllocationFeb 29, 20120.70%
14.70%
5.59%
1.74%
92
Delaware Ivy Asset Strategy FundGlobal AllocationApr 19, 19952.18%
-1.52%
7.83%
10.87%
47
Wilmington Real Asset FundGlobal AllocationJun 30, 20030.64%
11.10%
5.51%
6.44%
77

Rows per page

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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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