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Thursday, December 24, 2009, 9:59PM ET - U.S. Markets closed early today. Dow Up 0.51% Nasdaq Up 0.71%
JPMorgan Equity Income B (OGIBX)On Dec 24: 7.64  Up 0.04 (0.53%)  
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Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Low
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2006):20.03%
Worst 1 Yr Total Return (2008):-30.27%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticOGIBXCategory
Alpha (against Standard Index)-2.19-1.37
Beta (against Standard Index)0.831.02
Mean Annual Return-6.33-0.45
R-squared (against Standard Index)9594.58
Standard Deviation16.8820.79
Sharpe Ratio-0.43N/A
Treynor Ratio-10.38N/A
5 Years
StatisticOGIBXCategory
Alpha (against Standard Index)-0.44-0.29
Beta (against Standard Index)0.831.01
Mean Annual Return0.780.14
R-squared (against Standard Index)9393.49
Standard Deviation13.7516.81
Sharpe Ratio-0.09N/A
Treynor Ratio-2.68N/A
10 Years
StatisticOGIBXCategory
Alpha (against Standard Index)0.212.74
Beta (against Standard Index)0.740.88
Mean Annual Return0.600.31
R-squared (against Standard Index)8181.33
Standard Deviation13.4115.97
Sharpe Ratio-0.10N/A
Treynor Ratio-3.13N/A

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