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Saturday, December 26, 2009, 3:04AM ET - U.S. Markets Closed. Dow Up 0.51% Nasdaq Up 0.71%
JPMorgan Investor Balanced Select (OIBFX)On Dec 24: 11.50  Up 0.02 (0.17%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:21.81%
5-Year Average Return:4.35%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):10.43%
Worst 1-Yr Total Return (2008):-19.37%
Best 3-Yr Total Return (2004-6):8.03%
Worst 3-Yr Total Return (2006-8):-1.86%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnOIBFXCategoryDiffIndex*Diff
Year To Date21.8119.412.4N/AN/A
1-Month3.102.380.72N/AN/A
3-Month5.204.880.32N/AN/A
1-Year25.6823.372.31N/AN/A
3-Year1.620.451.17N/AN/A
5-Year4.352.901.45N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)28.8025.193.61N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-2.34-3.190.85N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearOIBFXCategoryDiff
2009N/AN/AN/A
2008
 
-19.37-18.61-0.76
2007
 
6.154.531.62
2006
 
10.438.162.27
2005
 
5.112.972.14
2004
 
8.625.463.16
2003
 
18.4512.346.11
2002
 
-7.55-3.11-4.44
2001
 
-2.05-0.39-1.66
2000
 
2.774.28-1.51
1999
 
8.625.852.77
PAST QUARTERLY RETURNS (%) FOR OIBFX 
Q1Q2Q3Q4
2009-3.5111.5510.56N/A
2008-3.61-0.31-6.49-10.25
20072.202.691.72-0.57
20062.84-0.353.324.29
2005-0.922.102.331.54
20042.37-0.190.595.68
2003-0.929.662.476.40
20021.08-4.97-7.654.21
2001-4.463.55-7.056.51
20003.49-1.072.66-2.23
1999N/AN/AN/A7.61
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date17863927.86
1-Month18365527.94
3-Month20265330.93
6-Month16164724.88
1-Year15463524.25
3-Year11851422.96
5-Year333499.46

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