Nasdaq - Delayed Quote USD

JPMorgan Investor Balanced I (OIBFX)

15.94
-0.03
(-0.19%)
At close: May 23 at 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.88%
5y Average Return 7.93%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (May 23, 2025) 17.16%
Worst 1Y Total Return (May 23, 2025) --
Best 3Y Total Return 17.16%
Worst 3Y Total Return 2.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
OIBFX
Category
YTD
0.16%
9.69%
1-Month
-0.06%
0.91%
3-Month
-1.84%
5.21%
1-Year
8.67%
27.06%
3-Year
6.47%
11.00%
5-Year
7.84%
10.26%
10-Year
6.12%
8.34%
Last Bull Market
11.34%
15.58%
Last Bear Market
-10.04%
-12.16%

Annual Total Return (%) History

Year
OIBFX
Category
2025
--
--
2024
10.55%
--
2023
13.70%
--
2022
-13.56%
--
2021
10.91%
--
2020
14.19%
11.72%
2019
17.16%
19.23%
2018
-4.74%
-5.76%

2017
13.28%
13.21%
2016
6.78%
7.34%
2015
-0.79%
-1.93%
2014
6.50%
6.21%
2013
14.98%
16.48%
2012
11.31%
11.72%
2011
0.05%
-0.11%
2010
10.27%
11.83%
2009
23.36%
24.13%
2008
-19.37%
-28.00%
2007
6.15%
5.99%
2006
10.43%
11.29%
2005
5.11%
5.13%
2004
8.62%
8.86%
2003
18.45%
20.35%
2002
-7.55%
-12.02%
2001
-2.05%
-5.05%
2000
2.77%
1.82%
1999
8.62%
10.71%
1998
16.25%
13.52%
1997
16.93%
19.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.22% -- -- --
2024 4.89% 1.33% 5.40% -1.32%
2023 4.64% 2.96% -2.93% 8.72%
2022 -4.88% -10.04% -4.20% 5.45%
2021 2.75% 4.41% -0.61% 4.01%
2020 -11.61% 12.94% 4.75% 9.20%
2019 7.86% 3.01% 0.93% 4.48%
2018 -0.48% 0.61% 2.73% -7.39%
2017 3.89% 2.40% 3.06% 3.31%
2016 0.72% 1.27% 3.42% 1.21%

2015 1.55% -0.20% -4.45% 2.45%
2014 1.48% 3.11% -0.53% 2.32%
2013 4.95% 0.16% 3.80% 5.37%
2012 7.76% -1.92% 4.29% 0.97%
2011 3.28% 0.69% -8.94% 5.66%
2010 3.60% -5.30% 6.88% 5.16%
2009 -3.51% 11.55% 10.56% 3.66%
2008 -3.61% -0.31% -6.49% -10.25%
2007 2.20% 2.69% 1.72% -0.57%
2006 2.84% -0.35% 3.32% 4.29%
2005 -0.92% 2.10% 2.33% 1.54%
2004 2.37% -0.19% 0.59% 5.68%
2003 -0.92% 9.66% 2.47% 6.40%
2002 1.08% -4.97% -7.65% 4.21%
2001 -4.46% 3.55% -7.05% 6.51%
2000 3.49% -1.07% 2.66% -2.23%
1999 0.81% 3.39% -3.16% 7.61%
1998 6.81% 2.05% -3.34% 10.33%
1997 0.21% 8.69% 5.98% 1.30%

Rank in Category (By Total Return)

YTD 24
1-Month 45
3-Month 23
1-Year 46
3-Year 52
5-Year 73

Load Adjusted Returns

1-Year 8.67%
3-Year 6.47%
5-Year 7.84%
10-Year 6.12%

Performance & Risk

YTD Return 1.88%
5y Average Return 7.93%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family JPMorgan
Net Assets 5.35B
YTD Return 0.16%
Yield 3.21%
Morningstar Rating
Inception Date Jul 01, 1997

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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