# JPMorgan Investor Balanced I (OIBFX)

> Source: Nexqual · https://nexqual.com/OIBFX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, JPMorgan Investor Balanced I (OIBFX), nexqual.com/OIBFX" · informational, not investment advice.

**Price:** USD 17.05 (-0.29% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.1 · day 17.05–17.05 · 52w 16.18–17.67 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.5% vs S&P 500 +13.4%; 5Y +28.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.5% | +28.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.5% | +5.2% |
| Volatility (annualized) | 7.6% | 9.1% |
| Max drawdown | -5.7% (Feb 2026→Mar 2026) | -18.7% (Nov 2021→Oct 2022) |

## Peers
ONGFX (JPMorgan Investor Growth & Inco) USD 21.38 +0.00% · ONIFX (JPMorgan Investor Growth Fund I) USD 31.35 -0.00% · ONCFX (JPMorgan Investor Conservative ) USD 13.14 -0.00% · OGIAX (JPMorgan Investor Balanced Fund) USD 16.99 +0.00% · OGBCX (JPMorgan Investor Balanced Fund) USD 16.58 +0.00%

## More
Full page: https://nexqual.com/OIBFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt