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JGISX: JPMORGAN INTREPID GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 98.83 3.28(3.21%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/03/2015 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.71% |
| Expenses | 0.84% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/03/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 5.0 | 26.0 | 24.9 | 15.4 | 17.8 | 16.5 | 13.8 | 32.8 | 42.4 | -27.4 | 31.0 | 28.1 | 29.6 | -3.2 | 32.2 | 6.0 | -2.6 |
| Sharpe Ratio | NA | 0.55 | 1.49 | 1.15 | 0.62 | 0.78 | 0.73 | 0.45 | 1.74 | 2.54 | -0.99 | 1.91 | 0.81 | 1.94 | -0.23 | 3.76 | 0.41 | -1.02 |
| Draw Down(%) | NA | 12.6 | 14.5 | 23.0 | 31.0 | 31.3 | 31.3 | 23.0 | 11.9 | 9.3 | 30.8 | 6.7 | 31.3 | 9.1 | 22.1 | 2.3 | 12.1 | 4.4 |
| Standard Deviation(%) | NA | 17.6 | 15.6 | 18.8 | 20.8 | 20.6 | 20.4 | 24.4 | 16.8 | 15.4 | 29.3 | 16.2 | 34.2 | 14.5 | 20.4 | 8.4 | 14.1 | 15.2 |
| Treynor Ratio | NA | 0.08 | 0.2 | 0.18 | 0.11 | 0.15 | 0.14 | 0.09 | 0.24 | 0.37 | -0.25 | 0.28 | 0.29 | 0.25 | -0.04 | 0.29 | 0.06 | -0.16 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.04 | -0.02 | 0.01 | 0.03 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 |
| Beta | NA | 1.17 | 1.17 | 1.18 | 1.16 | 1.08 | 1.07 | 1.18 | 1.22 | 1.07 | 1.16 | 1.11 | 0.95 | 1.11 | 1.17 | 1.08 | 1.0 | 0.95 |
| RSquared | NA | 0.9 | 0.88 | 0.91 | 0.93 | 0.93 | 0.93 | 0.85 | 0.89 | 0.88 | 0.97 | 0.89 | 0.94 | 0.94 | 0.95 | 0.82 | 0.93 | 0.96 |
| Yield(%) | N/A | 0.0 | 8.7 | 7.5 | 8.6 | 12.5 | N/A | 8.8 | 7.6 | 1.6 | 3.3 | 24.0 | 11.6 | 15.1 | 11.0 | 1.1 | 1.2 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 46.6 | -44.6 | 45.6 | N/A | N/A | 46.6 | 556.1 | -65.8 | -85.1 | 134.9 | -12.0 | 17.0 | 1162.7 | 0.8 | 6.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2015
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