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Jpmorgan Intrepid Growth R5: (MF: JGIRX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:59 PM ET

$90.79 USD

-0.78 (-0.85%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.35 75
3 months -2.15 73
6 months 8.91 40
1 Year 18.14 9
3 Year 27.73 3
5 Year 16.82 2
10 Year 17.82 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.42
Bull Market (2/09 - 3/21) 1,530.80

Load Adjusted Returns as of Jan 31, 2026

1 Year 20.74
5 Year 16.74
10 Year 17.11
Since Inception 12.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.55 17.66 11.31 1.92
2024 13.92 7.53 3.77 4.39
2023 14.19 12.37 -2.90 14.17
2022 -8.54 -19.96 -3.47 2.63
2021 5.24 10.10 0.28 12.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.3520.7432.7242.25-27.4931.2127.9529.32-3.3832.155.90
% Total Return Rel to Index 0.002.527.7016.00-9.282.539.55-2.161.0010.35-6.03
% Total Return Rel to Peer 0.008.0313.3319.25-7.799.158.040.903.4711.47-1.91
% Perf Quintile vs Peer* 0.000.000.001.004.001.002.003.002.001.004.00
% Dividends 0.000.190.210.290.240.190.740.550.530.460.46
% Yield NA0.180.220.250.460.221.020.850.930.781.02
Capital Gains ($) 0.007.074.720.411.9314.775.606.675.640.000.00
Expense Ratio 0.000.440.440.440.440.440.440.440.450.480.47

* 1 = Top 20%, 5 = Bottom 20%