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Nasdaq - Delayed Quote USD
JPMorgan Investor Conservative Growth C (OCGCX)
12.08
-0.22
(-1.79%)
At close: April 4 at 8:03:56 PM EDT
Fund Summary
The fund is a "fund of funds." Its main investment strategy is to invest in other J.P. Morgan Funds (underlying funds). Generally, the fund's allocation strategy is to achieve a long-term risk/return profile similar to a fund that invests 70% in income securities and 30% in equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 12.12% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -1.09% |
| 5y Average Return | 5.00% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OCGCX | Category Average | OCGCX | Category Average | OCGCX | Category Average | |
| Alpha | -1.66 | -0.01 | -1.6 | -0.01 | -1.07 | -0 |
| BETA | 0.68 | 0.01 | 0.67 | 0.01 | 0.64 | 0.01 |
| Mean Annual Return | 0.24 | 0.01 | 0.45 | 0.01 | 0.31 | 0.01 |
| R-squared | 97.61 | 0.92 | 97.13 | 0.91 | 95.92 | 0.91 |
| Standard Deviation | 8.72 | 0.1 | 7.85 | 0.08 | 6.64 | 0.07 |
| Sharpe Ratio | -0.19 | 0.01 | 0.34 | 0.01 | 0.27 | 0.01 |
| Treynor Ratio | -3.02 | 0.09 | 3.65 | 0.08 | 2.53 | 0.07 |
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