Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Thursday, January 7, 2010, 10:33AM ET - U.S. Markets close in 5 hours and 27 minutes. Dow Down 0.24% Nasdaq Down 0.47%
JPMorgan Investor Balanced A (OGIAX)On Jan 6: 11.49  Up 0.02 (0.17%)  
MORE ON OGIAX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:21.51%
5-Year Average Return:4.08%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):10.17%
Worst 1-Yr Total Return (2008):-19.59%
Best 3-Yr Total Return (2004-6):7.78%
Worst 3-Yr Total Return (2006-8):-2.11%
LOAD ADJUSTED RETURNS 
1-Year:1.76%
3-Year:0.24%
5-Year:3.35%
10-Year:3.56%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnOGIAXCategoryDiffIndex*Diff
Year To Date21.5119.412.1N/AN/A
1-Month3.012.380.63N/AN/A
3-Month5.154.880.27N/AN/A
1-Year25.2923.371.92N/AN/A
3-Year1.360.450.91N/AN/A
5-Year4.082.901.18N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)28.6025.193.41N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-2.60-3.190.59N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearOGIAXCategoryDiff
2009N/AN/AN/A
2008
 
-19.59-18.61-0.98
2007
 
5.894.531.36
2006
 
10.178.162.01
2005
 
4.872.971.90
2004
 
8.375.462.91
2003
 
18.0812.345.74
2002
 
-7.78-3.11-4.67
2001
 
-2.30-0.39-1.91
2000
 
2.444.28-1.84
1999
 
8.365.852.51
PAST QUARTERLY RETURNS (%) FOR OGIAX 
Q1Q2Q3Q4
2009-3.5711.5010.51N/A
2008-3.68-0.38-6.56-10.32
20072.142.631.66-0.63
20062.78-0.333.174.24
2005-0.982.122.191.49
20042.31-0.160.445.62
2003-0.989.602.316.34
20021.02-5.03-7.714.14
2001-4.523.49-7.116.45
20003.34-1.132.52-2.21
1999N/AN/AN/A7.63
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date19863930.99
1-Month22265533.89
3-Month22865334.92
6-Month17464726.89
1-Year17163526.93
3-Year13551426.26
5-Year5034914.33

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder