Finance Home - My Yahoo - Yahoo! - Help

Sunday, December 27, 2009, 10:47PM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

JPMorgan Equity Income A (OIEIX)

On Dec 24: 7.69   0.04 (0.52%)

MORE ON OIEIX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 20.62% Worst 1 Yr Total Return (2008): -29.92% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic OIEIX Category Alpha (against Standard Index) -1.68 -1.37 Beta (against Standard Index) 0.83 1.02 Mean Annual Return -5.82 -0.45 R-squared (against Standard Index) 95 94.58 Standard Deviation 16.81 20.79 Sharpe Ratio -0.41 N/A Treynor Ratio -9.80 N/A 5 Years Statistic OIEIX Category Alpha (against Standard Index) 0.09 -0.29 Beta (against Standard Index) 0.82 1.01 Mean Annual Return 1.32 0.14 R-squared (against Standard Index) 93 93.49 Standard Deviation 13.70 16.81 Sharpe Ratio -0.05 N/A Treynor Ratio -2.03 N/A 10 Years Statistic OIEIX Category Alpha (against Standard Index) 0.84 2.74 Beta (against Standard Index) 0.74 0.88 Mean Annual Return 1.24 0.31 R-squared (against Standard Index) 81 81.33 Standard Deviation 13.40 15.97 Sharpe Ratio -0.06 N/A Treynor Ratio -2.27 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center