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Saturday, December 26, 2009, 3:35PM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
JPMorgan Investor Balanced C (OGBCX)On Dec 24: 11.35  Up 0.02 (0.18%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:21.02%
5-Year Average Return:3.48%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):9.54%
Worst 1-Yr Total Return (2008):-20.08%
Best 3-Yr Total Return (2004-6):7.08%
Worst 3-Yr Total Return (2006-8):-2.69%
LOAD ADJUSTED RETURNS 
1-Year:4.93%
3-Year:1.20%
5-Year:3.68%
10-Year:3.35%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnOGBCXCategoryDiffIndex*Diff
Year To Date21.0219.411.61N/AN/A
1-Month3.052.380.67N/AN/A
3-Month5.084.880.2N/AN/A
1-Year24.6523.371.28N/AN/A
3-Year0.780.450.33N/AN/A
5-Year3.482.900.58N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)28.1425.192.95N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-3.20-3.19-0.01N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearOGBCXCategoryDiff
2009N/AN/AN/A
2008
 
-20.08-18.61-1.47
2007
 
5.274.530.74
2006
 
9.548.161.38
2005
 
4.192.971.22
2004
 
7.565.462.10
2003
 
17.2012.344.86
2002
 
-8.37-3.11-5.26
2001
 
-3.02-0.39-2.63
2000
 
1.614.28-2.67
1999
 
7.515.851.66
PAST QUARTERLY RETURNS (%) FOR OGBCX 
Q1Q2Q3Q4
2009-3.6511.3510.38N/A
2008-3.77-0.52-6.67-10.55
20072.012.501.45-0.78
20062.65-0.483.054.05
2005-1.151.912.141.27
20042.15-0.430.345.39
2003-1.259.382.176.21
20020.95-5.32-7.824.01
2001-4.643.32-7.326.20
20003.17-1.322.34-2.48
1999N/AN/AN/A7.38
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date23063935.99
1-Month26865540.92
3-Month24865337.98
6-Month20064730.91
1-Year20063531.50
3-Year18351435.60
5-Year9734927.79

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