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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

Risk overview

Morningstar risk rating★
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

Risk statistics

3 years
OGBCXCategory average
5 years
OGBCXCategory average
10 years
OGBCXCategory average
Alpha
-0.12-0.01
0.32-0.01
-0.02-0
BETA
0.870.01
0.890.01
0.90.01
Mean annual return
0.120.01
0.490.01
0.450.01
R-squared
98.690.93
98.560.92
98.030.92
Standard deviation
10.930.13
11.160.1
9.010.09
Sharpe ratio
-0.150.01
0.330.01
0.430.01
Treynor ratio
-2.580.09
3.590.09
40.07