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Saturday, December 26, 2009, 10:57AM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

JPMorgan Investor Balanced Select (OIBFX)

On Dec 24: 11.50   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): 10.43% Worst 1 Yr Total Return (2008): -19.37% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OIBFX Category Alpha (against Standard Index) 0.27 -0.95 Beta (against Standard Index) 0.83 0.74 Mean Annual Return 1.62 0.09 R-squared (against Standard Index) 98 87.00 Standard Deviation 11.07 10.61 Sharpe Ratio 0.00 N/A Treynor Ratio -0.79 N/A 5 Years Statistic OIBFX Category Alpha (against Standard Index) -0.21 -1.38 Beta (against Standard Index) 0.82 0.71 Mean Annual Return 4.35 0.27 R-squared (against Standard Index) 97 85.46 Standard Deviation 8.94 8.33 Sharpe Ratio 0.19 N/A Treynor Ratio 1.66 N/A 10 Years Statistic OIBFX Category Alpha (against Standard Index) -0.57 -0.99 Beta (against Standard Index) 0.84 0.72 Mean Annual Return 4.09 0.31 R-squared (against Standard Index) 97 80.09 Standard Deviation 8.52 8.09 Sharpe Ratio 0.17 N/A Treynor Ratio 1.39 N/A
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