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Nasdaq - Delayed Quote USD

JPMorgan Investor Balanced A (OGIAX)

15.28
+0.57
+(3.87%)
At close: 8:04:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.74%
5y Average Return 7.13%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (Apr 8, 2025) 16.87%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 16.87%
Worst 3Y Total Return 2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OGIAX
Category
YTD
0.16%
9.69%
1-Month
-2.21%
0.91%
3-Month
0.16%
5.21%
1-Year
5.31%
27.06%
3-Year
4.34%
11.00%
5-Year
9.03%
10.26%
10-Year
5.89%
8.34%
Last Bull Market
11.24%
15.58%
Last Bear Market
-10.07%
-12.16%

Annual Total Return (%) History

Year
OGIAX
Category
2025
--
--
2024
10.31%
--
2023
13.39%
--
2022
-13.81%
--
2021
10.66%
--
2020
13.87%
11.72%
2019
16.87%
19.23%
2018
-4.99%
-5.76%

2017
13.01%
13.21%
2016
6.52%
7.34%
2015
-1.05%
-1.93%
2014
6.26%
6.21%
2013
14.73%
16.48%
2012
11.06%
11.72%
2011
-0.19%
-0.11%
2010
9.93%
11.83%
2009
23.09%
24.13%
2008
-19.59%
-28.00%
2007
5.89%
5.99%
2006
10.17%
11.29%
2005
4.87%
5.13%
2004
8.37%
8.86%
2003
18.08%
20.35%
2002
-7.78%
-12.02%
2001
-2.30%
-5.05%
2000
2.44%
1.82%
1999
8.36%
10.71%
1998
15.85%
13.52%
1997
16.71%
19.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.16% -- -- --
2024 4.91% 1.21% 5.42% -1.45%
2023 4.59% 2.90% -3.00% 8.61%
2022 -4.95% -10.07% -4.27% 5.32%
2021 2.69% 4.36% -0.68% 3.96%
2020 -11.69% 12.90% 4.63% 9.16%
2019 7.74% 3.03% 0.82% 4.43%
2018 -0.60% 0.55% 2.67% -7.40%
2017 3.76% 2.40% 3.00% 3.26%
2016 0.59% 1.28% 3.36% 1.15%

2015 1.49% -0.27% -4.53% 2.39%
2014 1.43% 3.06% -0.59% 2.26%
2013 4.90% 0.18% 3.67% 5.31%
2012 7.80% -2.06% 4.24% 0.91%
2011 3.31% 0.55% -9.01% 5.60%
2010 3.45% -5.28% 6.73% 5.11%
2009 -3.57% 11.50% 10.51% 3.60%
2008 -3.68% -0.38% -6.56% -10.32%
2007 2.14% 2.63% 1.66% -0.63%
2006 2.78% -0.33% 3.17% 4.24%
2005 -0.98% 2.12% 2.19% 1.49%
2004 2.31% -0.16% 0.44% 5.62%
2003 -0.98% 9.60% 2.31% 6.34%
2002 1.02% -5.03% -7.71% 4.14%
2001 -4.52% 3.49% -7.11% 6.45%
2000 3.34% -1.13% 2.52% -2.21%
1999 0.76% 3.24% -3.22% 7.63%
1998 6.83% 1.90% -3.48% 10.26%
1997 0.21% 8.72% 5.82% 1.24%

Rank in Category (By Total Return)

YTD 35
1-Month 31
3-Month 35
1-Year 48
3-Year 46
5-Year 74

Load Adjusted Returns

1-Year 0.57%
3-Year 2.75%
5-Year 8.03%
10-Year 5.41%

Performance & Risk

YTD Return -5.74%
5y Average Return 7.13%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family JPMorgan
Net Assets 5.37B
YTD Return 0.16%
Yield 2.97%
Morningstar Rating
Inception Date Dec 10, 1996

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 50% in income securities and 50% in equity securities.

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