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Jpmorgan Intrepid Growth Fund R2: (MF: JIGZX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$77.86 USD

-0.31 (-0.40%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 23.00 6
3 months 6.97 26
6 months 10.93 21
1 Year 33.19 5
3 Year 10.06 6
5 Year 17.89 5
10 Year 14.04 10

* 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) 1,036.46

Load Adjusted Returns as of Aug 31, 2024

1 Year 34.94
5 Year 17.63
10 Year 14.52
Since Inception 15.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 13.74 7.37 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

20242023202220212020201920182017201620152014
% Total Return 23.0041.31-27.9430.3627.1228.45-4.0031.255.181.6315.82
% Total Return Rel to Index 3.4515.06-9.741.678.72-3.030.389.46-6.750.242.17
% Total Return Rel to Peer 8.1518.31-8.248.307.200.032.8510.57-2.633.237.61
% Perf Quintile vs Peer* 0.001.004.001.002.004.002.001.004.002.001.00
% Dividends 0.000.000.000.000.380.220.270.110.220.280.06
% Yield 0.000.000.000.000.540.350.480.190.510.670.15
Capital Gains ($) 0.000.411.9314.775.606.675.640.000.000.000.00
Expense Ratio 1.091.091.091.091.091.091.101.171.171.221.41

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