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
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 | 17.16% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| OIBFX | Category Average | OIBFX | Category Average | OIBFX | Category Average | |
| Alpha | 0.28 | -0.01 | 0.78 | -0.01 | 0.43 | -0 |
| BETA | 0.86 | 0.01 | 0.88 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 0.57 | 0.01 | 0.67 | 0.01 | 0.53 | 0.01 |
| R-squared | 97.86 | 0.93 | 98.07 | 0.92 | 97.84 | 0.92 |
| Standard Deviation | 10.49 | 0.13 | 9.92 | 0.1 | 9.12 | 0.09 |
| Sharpe Ratio | 0.21 | 0.01 | 0.53 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | 2.03 | 0.09 | 5.68 | 0.09 | 4.58 | 0.07 |
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