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JPMorgan Investor Balanced A (OGIAX)

On Dec 29: 11.48   0.00 (0.00%)

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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): 10.17% Worst 1 Yr Total Return (2008): -19.59% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OGIAX Category Alpha (against Standard Index) 0.02 -0.95 Beta (against Standard Index) 0.82 0.74 Mean Annual Return 1.36 0.09 R-squared (against Standard Index) 98 87.00 Standard Deviation 11.04 10.61 Sharpe Ratio -0.03 N/A Treynor Ratio -1.10 N/A 5 Years Statistic OGIAX Category Alpha (against Standard Index) -0.46 -1.38 Beta (against Standard Index) 0.82 0.71 Mean Annual Return 4.08 0.27 R-squared (against Standard Index) 97 85.46 Standard Deviation 8.91 8.33 Sharpe Ratio 0.16 N/A Treynor Ratio 1.34 N/A 10 Years Statistic OGIAX Category Alpha (against Standard Index) -0.83 -0.99 Beta (against Standard Index) 0.84 0.72 Mean Annual Return 3.82 0.31 R-squared (against Standard Index) 97 80.09 Standard Deviation 8.51 8.09 Sharpe Ratio 0.14 N/A Treynor Ratio 1.07 N/A
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