Nasdaq - Delayed Quote USD
JPMorgan Investor Balanced A (OGIAX)
15.28
+0.57
+(3.87%)
At close: 8:04:04 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 50% in income securities and 50% in equity securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.87% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 7 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OGIAX | Category Average | OGIAX | Category Average | OGIAX | Category Average | |
| Alpha | 0.28 | -0.01 | 0.82 | -0.01 | 0.19 | -0 |
| BETA | 0.87 | 0.01 | 0.88 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.77 | 0.01 | 0.51 | 0.01 |
| R-squared | 98.27 | 0.93 | 98.33 | 0.92 | 97.89 | 0.92 |
| Standard Deviation | 10.99 | 0.13 | 10.3 | 0.1 | 9.12 | 0.09 |
| Sharpe Ratio | 0.03 | 0.01 | 0.62 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -0.31 | 0.09 | 7.08 | 0.09 | 4.38 | 0.07 |
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