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JPMorgan Investor Balanced A (OGIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.46+0.11 (+0.72%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.31%
5-year average return6.23%
Number of years up20
Number of years down7
Best 1-yr total return (2 May 2024)23.09%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return23.09%
Worst 3-yr total return2.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGIAXCategory
YTD1.84%9.69%
1-month-2.93%0.91%
3-month1.43%5.21%
1-year9.56%27.06%
3-year1.40%11.00%
5-year5.94%10.26%
10-year5.67%8.34%
Last bull market16.25%15.58%
Last bear market-10.07%-12.16%

Annual total return (%) history

Year
OGIAXCategory
2024
N/AN/A
2023
13.39%N/A
2022
-13.81%N/A
2021
10.66%N/A
2020
13.87%11.72%
2019
16.87%19.23%
2018
-4.99%-5.76%
2017
13.01%13.21%
2016
6.52%7.34%
2015
-1.05%-1.93%
2014
6.26%6.21%
2013
14.73%16.48%
2012
11.06%11.72%
2011
-0.19%-0.11%
2010
9.93%11.83%
2009
23.09%24.13%
2008
-19.59%-28.00%
2007
5.89%5.99%
2006
10.17%11.29%
2005
4.87%5.13%
2004
8.37%8.86%
2003
18.08%20.35%
2002
-7.78%-12.02%
2001
-2.30%-5.05%
2000
2.44%1.82%
1999
8.36%10.71%
1998
15.85%13.52%
1997
16.71%19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.91%N/AN/AN/A
20234.59%2.90%-3.00%8.61%
2022-4.95%-10.07%-4.27%5.32%
20212.69%4.36%-0.68%3.96%
2020-11.69%12.90%4.63%9.16%
20197.74%3.03%0.82%4.43%
2018-0.60%0.55%2.67%-7.40%
20173.76%2.40%3.00%3.26%
20160.59%1.28%3.36%1.15%
20151.49%-0.27%-4.53%2.39%
20141.43%3.06%-0.59%2.26%
20134.90%0.18%3.67%5.31%
20127.80%-2.06%4.24%0.91%
20113.31%0.55%-9.01%5.60%
20103.45%-5.28%6.73%5.11%
2009-3.57%11.50%10.51%3.60%
2008-3.68%-0.38%-6.56%-10.32%
20072.14%2.63%1.66%-0.63%
20062.78%-0.33%3.17%4.24%
2005-0.98%2.12%2.19%1.49%
20042.31%-0.16%0.44%5.62%
2003-0.98%9.60%2.31%6.34%
20021.02%-5.03%-7.71%4.14%
2001-4.52%3.49%-7.11%6.45%
20003.34%-1.13%2.52%-2.21%
19990.76%3.24%-3.22%7.63%
19986.83%1.90%-3.48%10.26%
19970.21%8.72%5.82%1.24%

Rank in category (by total return)

YTD50
1-month29
3-month55
1-year58
3-year60
5-year57

Load adjusted returns

1-year4.63%
3-year-0.15%
5-year4.97%
10-year5.18%