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 Fund | Global Allocation | Jul 28, 2011 | 1.22% | 3.65% | 5.55% | 2.25% | 91 | ||||||||
| T. Rowe Price Total Return Fund Class I | Global Allocation | Sep 28, 2001 | 0.37% | -6.84% | 17.34% | 54.03% | 79 | ||||||||
| Templeton Global Balanced Fund | Global Allocation | Jun 30, 2005 | 0.95% | 1.94% | 4.45% | 4.90% | 88 | ||||||||
| VALIC Company I Global Strategy Fund | Global Allocation | Dec 4, 2005 | 0.79% | 0.35% | 5.61% | 3.23% | 89 | ||||||||
| Allspring Absolute Return Fund | Global Allocation | Feb 29, 2012 | 0.70% | 14.70% | 5.59% | 1.74% | 92 | ||||||||
| Delaware Ivy Asset Strategy Fund | Global Allocation | Apr 19, 1995 | 2.18% | -1.52% | 7.83% | 10.87% | 47 | ||||||||
| Wilmington Real Asset Fund | Global Allocation | Jun 30, 2003 | 0.64% | 11.10% | 5.51% | 6.44% | 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.
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5 Years