OTC Markets OTCPK - Delayed Quote USD

JPM Global Balanced C (dist) USDH (0P00016RZZ)

183.52 +1.12 (+0.61%)
At close: September 13 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 17.24%
Worst 1Y Total Return --
Best 3Y Total Return 17.24%
Worst 3Y Total Return 1.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016RZZ
Category
YTD
9.31%
0.00%
1-Month
1.50%
0.00%
3-Month
4.74%
0.00%
1-Year
14.69%
0.00%
3-Year
1.82%
0.00%
5-Year
5.65%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016RZZ
Category
2024
--
--
2023
11.36%
--
2022
-14.85%
--
2021
9.52%
--
2020
12.28%
--
2019
17.24%
--
2018
-3.57%
--
2017
12.91%
--

2016
3.63%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.18% 1.86% -- --
2023 3.77% 1.76% -2.18% 7.81%
2022 -5.01% -9.56% -3.28% 2.48%
2021 1.98% 3.51% 0.30% 3.44%
2020 -9.52% 8.58% 5.12% 8.71%
2019 7.50% 3.51% 2.12% 3.18%
2018 -0.51% 1.11% 2.39% -6.37%
2017 2.59% 2.25% 2.87% 4.64%
2016 -0.02% 0.59% 2.94% 0.09%
2015 3.74% -- -- --

Rank in Category (By Total Return)

YTD 21
1-Month 63
3-Month 40
1-Year 24
3-Year 26
5-Year 23

Load Adjusted Returns

1-Year 14.69%
3-Year 1.82%
5-Year 5.65%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Asset Management (Europe) S.à r.l.
Net Assets --
YTD Return 9.31%
Yield 1.14%
Morningstar Rating
Inception Date Jan 21, 1998

Fund Summary

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