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Jpmorgan Intrepid Growth Fund R2: (MF: JIGZX)
(NASDAQ Mutual Funds) As of May 6, 2024 08:00 PM ET
$71.69 USD
+0.99 (1.40%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.74 | 11 |
| 3 months | 13.74 | 11 |
| 6 months | 29.64 | 10 |
| 1 Year | 41.00 | 9 |
| 3 Year | 12.84 | 3 |
| 5 Year | 16.49 | 9 |
| 10 Year | 14.22 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 950.92 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 41.00 |
| 5 Year | 16.48 |
| 10 Year | 14.22 |
| Since Inception | 15.69 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.74 | NA | NA | NA |
| 2023 | 13.99 | 12.19 | -3.05 | 13.97 |
| 2022 | -8.66 | -20.11 | -3.63 | 2.47 |
| 2021 | 5.07 | 9.93 | 0.12 | 12.71 |
| 2020 | -15.64 | 24.63 | 9.48 | 10.44 |
| 2019 | 14.95 | 2.27 | -0.45 | 9.75 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.74 | 41.31 | -27.94 | 30.36 | 27.12 | 28.45 | -4.00 | 31.25 | 5.18 | 1.63 | 15.82 |
| % Total Return Rel to Index | 3.18 | 15.06 | -9.74 | 1.67 | 8.72 | -3.03 | 0.38 | 9.46 | -6.75 | 0.24 | 2.17 |
| % Total Return Rel to Peer | 3.79 | 18.31 | -8.24 | 8.30 | 7.20 | 0.03 | 2.85 | 10.57 | -2.63 | 3.23 | 7.61 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 4.00 | 2.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.22 | 0.27 | 0.11 | 0.22 | 0.28 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.54 | 0.35 | 0.48 | 0.19 | 0.51 | 0.67 | 0.15 |
| Capital Gains ($) | 0.00 | 0.41 | 1.93 | 14.77 | 5.60 | 6.67 | 5.64 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.09 | 1.09 | 1.09 | 1.09 | 1.09 | 1.10 | 1.17 | 1.17 | 1.22 | 1.41 |
* 1 = Top 20%, 5 = Bottom 20%