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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

Risk overview

Morningstar risk rating★
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

Risk statistics

3 years
OGIAXCategory average
5 years
OGIAXCategory average
10 years
OGIAXCategory average
Alpha
0.38-0.01
0.84-0.01
0.52-0
BETA
0.870.01
0.890.01
0.90.01
Mean annual return
0.160.01
0.530.01
0.490.01
R-squared
98.610.93
98.50.92
97.990.92
Standard deviation
10.930.13
11.170.1
9.020.09
Sharpe ratio
-0.10.01
0.380.01
0.490.01
Treynor ratio
-1.990.09
4.20.09
4.630.07