IGLGX vs. GAOAX
Compare and contrast key facts about Columbia Select Global Equity Fund (IGLGX) and JPMorgan Global Allocation Fund A (GAOAX).
IGLGX is managed by Columbia. It was launched on May 28, 1990. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
IGLGX vs. GAOAX - Performance Comparison
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IGLGX vs. GAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | -2.71% | 17.39% | 17.49% | 24.47% | -28.14% | 23.11% | 26.62% | 34.96% | -1.70% | 32.23% |
GAOAX JPMorgan Global Allocation Fund A | -3.89% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, IGLGX achieves a -2.71% return, which is significantly higher than GAOAX's -3.89% return. Over the past 10 years, IGLGX has outperformed GAOAX with an annualized return of 12.41%, while GAOAX has yielded a comparatively lower 5.74% annualized return.
IGLGX
- 1D
- 3.69%
- 1M
- -7.18%
- YTD
- -2.71%
- 6M
- -0.85%
- 1Y
- 16.73%
- 3Y*
- 15.29%
- 5Y*
- 7.26%
- 10Y*
- 12.41%
GAOAX
- 1D
- 1.47%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.79%
- 1Y
- 9.60%
- 3Y*
- 8.41%
- 5Y*
- 1.86%
- 10Y*
- 5.74%
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IGLGX vs. GAOAX - Expense Ratio Comparison
IGLGX has a 1.25% expense ratio, which is higher than GAOAX's 1.04% expense ratio.
Return for Risk
IGLGX vs. GAOAX — Risk / Return Rank
IGLGX
GAOAX
IGLGX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) and JPMorgan Global Allocation Fund A (GAOAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IGLGX | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.86 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.24 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.10 | +0.22 |
Martin ratioReturn relative to average drawdown | 5.32 | 4.47 | +0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGLGX | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.86 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.17 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.53 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.54 | -0.14 |
Correlation
The correlation between IGLGX and GAOAX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IGLGX vs. GAOAX - Dividend Comparison
IGLGX's dividend yield for the trailing twelve months is around 9.52%, less than GAOAX's 10.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | 9.52% | 9.26% | 6.61% | 4.42% | 0.00% | 9.10% | 8.52% | 2.98% | 11.20% | 0.42% | 0.00% | 0.01% |
GAOAX JPMorgan Global Allocation Fund A | 10.04% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
IGLGX vs. GAOAX - Drawdown Comparison
The maximum IGLGX drawdown since its inception was -60.11%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for IGLGX and GAOAX.
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Drawdown Indicators
| IGLGX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -29.02% | -31.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -8.95% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -35.73% | -29.02% | -6.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.73% | -29.02% | -6.71% |
Current DrawdownCurrent decline from peak | -9.52% | -7.61% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -14.69% | -6.01% | -8.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.20% | +0.97% |
Volatility
IGLGX vs. GAOAX - Volatility Comparison
Columbia Select Global Equity Fund (IGLGX) has a higher volatility of 8.28% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.98%. This indicates that IGLGX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGLGX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 4.98% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 7.55% | +5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 11.53% | +8.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 11.03% | +7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.51% | 10.81% | +7.70% |