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JPMorgan Investor Balanced B (OGBBX)

On Dec 24: 11.45   0.02 (0.17%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 9.56% Worst 1 Yr Total Return (2008): -20.10% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OGBBX Category Alpha (against Standard Index) -0.56 -0.95 Beta (against Standard Index) 0.82 0.74 Mean Annual Return 0.79 0.09 R-squared (against Standard Index) 98 87.00 Standard Deviation 11.04 10.61 Sharpe Ratio -0.08 N/A Treynor Ratio -1.80 N/A 5 Years Statistic OGBBX Category Alpha (against Standard Index) -1.04 -1.38 Beta (against Standard Index) 0.82 0.71 Mean Annual Return 3.48 0.27 R-squared (against Standard Index) 97 85.46 Standard Deviation 8.92 8.33 Sharpe Ratio 0.10 N/A Treynor Ratio 0.60 N/A 10 Years Statistic OGBBX Category Alpha (against Standard Index) -1.49 -0.99 Beta (against Standard Index) 0.84 0.72 Mean Annual Return 3.14 0.31 R-squared (against Standard Index) 97 80.09 Standard Deviation 8.50 8.09 Sharpe Ratio 0.07 N/A Treynor Ratio 0.25 N/A
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