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JPMorgan Investor Conservative Growth A (OICAX)

On Jan 6: 10.65   0.00 (0.00%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 7.53% Worst 1 Yr Total Return (2008): -12.28% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OICAX Category Alpha (against Standard Index) 1.08 -0.95 Beta (against Standard Index) 0.55 0.74 Mean Annual Return 2.89 0.09 R-squared (against Standard Index) 94 87.00 Standard Deviation 7.47 10.61 Sharpe Ratio 0.12 N/A Treynor Ratio 1.13 N/A 5 Years Statistic OICAX Category Alpha (against Standard Index) 0.08 -1.38 Beta (against Standard Index) 0.54 0.71 Mean Annual Return 4.19 0.27 R-squared (against Standard Index) 92 85.46 Standard Deviation 5.99 8.33 Sharpe Ratio 0.22 N/A Treynor Ratio 2.23 N/A 10 Years Statistic OICAX Category Alpha (against Standard Index) 0.12 -0.99 Beta (against Standard Index) 0.52 0.72 Mean Annual Return 4.21 0.31 R-squared (against Standard Index) 91 80.09 Standard Deviation 5.35 8.09 Sharpe Ratio 0.26 N/A Treynor Ratio 2.50 N/A
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