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JPMorgan Investor Balanced C (OGBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.13+0.11 (+0.73%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.11%
5-year average return5.69%
Number of years up19
Number of years down7
Best 1-yr total return (2 May 2024)22.46%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return22.46%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGBCXCategory
YTD1.61%9.69%
1-month-2.99%0.91%
3-month1.33%5.21%
1-year8.98%27.06%
3-year0.88%11.00%
5-year5.40%10.26%
10-year5.10%8.34%
Last bull market16.00%15.58%
Last bear market-10.19%-12.16%

Annual total return (%) history

Year
OGBCXCategory
2024
N/AN/A
2023
12.86%N/A
2022
-14.24%N/A
2021
10.13%N/A
2020
13.23%11.72%
2019
16.30%19.23%
2018
-5.54%-5.76%
2017
12.34%13.21%
2016
5.93%7.34%
2015
-1.60%-1.93%
2014
5.79%6.21%
2013
14.04%16.48%
2012
10.55%11.72%
2011
-0.77%-0.11%
2010
9.40%11.83%
2009
22.46%24.13%
2008
-20.08%-28.00%
2007
5.27%5.99%
2006
9.54%11.29%
2005
4.19%5.13%
2004
7.56%8.86%
2003
17.20%20.35%
2002
-8.37%-12.02%
2001
-3.02%-5.05%
2000
1.61%1.82%
1999
7.51%10.71%
1998
15.01%13.52%
1997
N/A19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%N/AN/AN/A
20234.48%2.76%-3.12%8.50%
2022-5.05%-10.19%-4.42%5.23%
20212.56%4.25%-0.76%3.78%
2020-11.83%12.76%4.50%8.99%
20197.65%2.80%0.69%4.37%
2018-0.76%0.41%2.56%-7.58%
20173.60%2.23%2.90%3.09%
20160.46%1.15%3.19%1.02%
20151.35%-0.39%-4.64%2.21%
20141.32%2.89%-0.72%2.22%
20134.76%-0.01%3.60%5.09%
20127.67%-2.12%4.07%0.80%
20113.15%0.43%-9.16%5.44%
20103.37%-5.46%6.67%4.95%
2009-3.65%11.35%10.38%3.41%
2008-3.77%-0.52%-6.67%-10.55%
20072.01%2.50%1.45%-0.78%
20062.65%-0.48%3.05%4.05%
2005-1.15%1.91%2.14%1.27%
20042.15%-0.43%0.34%5.39%
2003-1.25%9.38%2.17%6.21%
20020.95%-5.32%-7.82%4.01%
2001-4.64%3.32%-7.32%6.20%
20003.17%-1.32%2.34%-2.48%
19990.58%3.07%-3.41%7.38%
19986.49%1.73%-3.50%10.01%
19971.01%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month33
3-month60
1-year66
3-year70
5-year72

Load adjusted returns

1-year7.98%
3-year0.88%
5-year5.40%
10-year5.10%