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JIGZX: JPMORGAN INTREPID GROWTH FUND CLASS R2 (MUTUAL FUND)
Basic Info 92.23 3.07(3.22%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.97% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.9 | 4.8 | 25.2 | 24.0 | 14.7 | 15.9 | 14.4 | 15.8 | 12.7 | 24.7 | 40.4 | -30.7 | 6.0 | 16.2 | 28.6 | -3.9 | 31.3 | 5.2 | 1.6 | 15.8 | 33.6 | 15.4 | 0.9 | 15.3 | 33.0 | 3.0 |
| Sharpe Ratio | NA | 1.24 | 1.89 | 1.24 | 0.63 | 0.71 | NA | 0.74 | 0.41 | 1.01 | 2.37 | -1.09 | 0.22 | 0.45 | 1.88 | -0.26 | 3.65 | 0.35 | 0.1 | 1.21 | 2.86 | 1.13 | 0.04 | 0.79 | 1.32 | 0.56 |
| Draw Down(%) | NA | 12.7 | 14.7 | 23.1 | 31.5 | 31.5 | NA | 31.5 | 23.1 | 11.9 | 9.5 | 32.5 | 22.1 | 31.4 | 9.2 | 22.3 | 2.4 | 12.1 | 11.3 | 9.0 | 6.4 | 10.2 | 19.7 | 17.2 | 20.9 | 11.0 |
| Standard Deviation(%) | NA | 17.1 | 15.2 | 18.7 | 20.8 | 20.8 | NA | 20.1 | 24.6 | 17.9 | 15.4 | 29.5 | 27.2 | 35.4 | 14.5 | 20.4 | 8.4 | 14.1 | 15.8 | 13.1 | 11.7 | 13.6 | 24.4 | 19.2 | 24.9 | 48.9 |
| Treynor Ratio | NA | 0.24 | 0.32 | 0.26 | 0.16 | 0.18 | NA | 0.17 | 0.12 | 0.23 | 0.46 | -0.42 | 0.1 | 0.17 | 0.41 | -0.06 | 0.34 | 0.05 | 0.02 | 0.17 | 0.36 | 0.17 | 0.01 | 0.15 | 0.33 | 0.27 |
| Alpha | NA | 0.05 | 0.05 | 0.02 | 0.03 | 0.01 | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.03 | -0.09 | 0.0 | -0.02 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 |
| Beta | NA | 0.89 | 0.89 | 0.88 | 0.81 | 0.83 | NA | 0.87 | 0.81 | 0.8 | 0.79 | 0.77 | 0.57 | 0.93 | 0.66 | 0.96 | 0.92 | 0.92 | 0.95 | 0.92 | 0.93 | 0.9 | 0.91 | 0.99 | 1.0 | 1.0 |
| RSquared | NA | 0.94 | 0.94 | 0.96 | 0.94 | 0.88 | NA | 0.91 | 0.8 | 0.85 | 0.94 | 0.93 | 0.28 | 0.89 | 0.69 | 0.96 | 0.88 | 0.93 | 0.95 | 0.93 | 0.91 | 0.93 | 0.97 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.9 | 7.5 | 0.9 | 2.9 | 24.3 | 0.7 | 14.7 | 10.7 | 0.3 | 0.6 | 0.7 | 0.2 | 0.2 | 0.9 | 0.1 | 0.5 | 0.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.7 | 1041.1 | -78.6 | -86.9 | 3718.9 | -94.4 | 16.8 | 5036.6 | -50.0 | -19.6 | 340.0 | 27.5 | -76.1 | 1021.1 | -81.2 | -4.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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