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JGIRX: JPMORGAN INTREPID GROWTH FUND CLASS R5 (MUTUAL FUND)
Basic Info 98.82 3.28(3.21%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 05/17/2006 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.68% |
| Expenses | 0.84% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 5.0 | 25.9 | 24.8 | 10.2 | 14.0 | 13.4 | 11.1 | 11.2 | 20.7 | 32.7 | 42.3 | -30.2 | 7.6 | 17.3 | 29.5 | -3.3 | 32.2 | 5.9 | 2.3 | 16.7 | 34.5 | 16.2 | 1.6 | 16.1 | 34.0 | -39.1 | 11.4 | 8.6 |
| Sharpe Ratio | NA | 1.26 | 1.93 | 1.28 | 0.37 | 0.58 | NA | NA | 0.47 | 0.77 | 1.73 | 2.53 | -1.08 | 0.29 | 0.48 | 1.93 | -0.23 | 3.76 | 0.4 | 0.15 | 1.28 | 2.93 | 1.2 | 0.06 | 0.83 | 1.36 | -1.07 | 0.49 | 0.82 |
| Draw Down(%) | NA | 12.6 | 14.5 | 23.0 | 43.5 | 43.5 | NA | NA | 52.7 | 23.0 | 11.9 | 9.4 | 31.9 | 21.4 | 31.3 | 9.1 | 22.2 | 2.3 | 12.1 | 11.2 | 8.9 | 6.4 | 10.0 | 19.6 | 17.1 | 20.8 | 48.1 | 11.2 | 6.2 |
| Standard Deviation(%) | NA | 17.1 | 15.2 | 18.7 | 22.8 | 21.8 | NA | NA | 21.2 | 23.2 | 16.8 | 15.4 | 29.4 | 26.5 | 35.3 | 14.5 | 20.4 | 8.4 | 14.1 | 15.8 | 13.0 | 11.8 | 13.6 | 24.4 | 19.2 | 24.9 | 37.5 | 17.1 | 12.8 |
| Treynor Ratio | NA | 0.24 | 0.33 | 0.27 | 0.1 | 0.15 | NA | NA | 0.11 | 0.19 | 0.34 | 0.49 | -0.41 | 0.1 | 0.19 | 0.42 | -0.05 | 0.35 | 0.06 | 0.02 | 0.18 | 0.37 | 0.18 | 0.02 | 0.16 | 0.34 | -0.4 | 0.08 | 0.11 |
| Alpha | NA | 0.05 | 0.05 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.02 | 0.02 | 0.01 | 0.0 | -0.1 | 0.0 | -0.02 | 0.01 | 0.03 | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.02 |
| Beta | NA | 0.89 | 0.89 | 0.88 | 0.82 | 0.83 | NA | NA | 0.89 | 0.92 | 0.86 | 0.79 | 0.77 | 0.74 | 0.88 | 0.66 | 0.96 | 0.92 | 0.92 | 0.95 | 0.92 | 0.93 | 0.9 | 0.91 | 0.99 | 1.0 | 0.99 | 1.01 | 0.93 |
| RSquared | NA | 0.94 | 0.94 | 0.96 | 0.82 | 0.82 | NA | NA | 0.88 | 0.98 | 0.97 | 0.95 | 0.93 | 0.41 | 0.82 | 0.69 | 0.96 | 0.88 | 0.93 | 0.95 | 0.93 | 0.91 | 0.93 | 0.97 | 0.97 | 0.97 | 0.97 | 0.94 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.7 | 7.5 | 1.5 | 0.4 | 0.3 | 1.4 | 15.0 | 10.9 | 1.1 | 1.2 | 1.1 | 0.8 | 1.1 | 1.4 | 0.8 | 1.2 | 1.4 | 0.8 | 2.3 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 47.2 | 598.6 | 189.8 | 25.1 | -74.0 | -89.6 | 17.2 | 1229.3 | 0.0 | 6.2 | 51.2 | -4.6 | -2.9 | 75.3 | -25.8 | 9.6 | 11.2 | -61.7 | 389.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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