OTC Markets OTCPK - Delayed Quote • USD
JPM Global Balanced C (dist) USDH (0P00016RZZ)
At close: September 13 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.24% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00016RZZ | Category Average | 0P00016RZZ | Category Average | 0P00016RZZ | Category Average | |
| Alpha | -0.96 | -- | 0.04 | -- | -- | -- |
| BETA | 0.82 | -- | 0.89 | -- | -- | -- |
| Mean Annual Return | 0.18 | -- | 0.5 | -- | -- | -- |
| R-squared | 90.36 | -- | 91.41 | -- | -- | -- |
| Standard Deviation | 9.02 | -- | 9.38 | -- | -- | -- |
| Sharpe Ratio | -0.17 | -- | 0.38 | -- | -- | -- |
| Treynor Ratio | -2.34 | -- | 3.64 | -- | -- | -- |
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