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JIGAX: JPMORGAN INTREPID GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 75.4 0.16(0.21%) May 10
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (33%) |
Start Date: | 03/01/2005 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.88% |
Expenses | 0.84% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/01/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 13.2 | 38.5 | 11.5 | 16.4 | 14.5 | 15.9 | 11.1 | 42.2 | -27.7 | 30.4 | 27.4 | 28.9 | -3.7 | 31.5 | 5.5 | 1.9 | 16.1 | 33.9 | 15.7 | 1.1 | 15.6 | 33.5 | -39.4 | 10.9 | 9.1 | 8.1 |
Sharpe Ratio | NA | 2.33 | 2.35 | 0.44 | 0.62 | 0.67 | NA | 0.49 | 2.49 | -1.0 | 1.9 | 0.74 | 1.9 | -0.25 | 3.68 | 0.37 | 0.12 | 1.24 | 2.89 | 1.16 | 0.04 | 0.81 | 1.34 | -1.07 | 0.46 | 0.49 | 0.64 |
Draw Down(%) | NA | 7.0 | 9.4 | 31.3 | 31.4 | 31.4 | NA | 53.0 | 9.4 | 31.1 | 6.7 | 31.4 | 9.2 | 22.2 | 2.3 | 12.1 | 11.2 | 9.0 | 6.4 | 10.1 | 19.7 | 17.2 | 20.8 | 48.3 | 11.2 | 10.3 | 7.9 |
Standard Deviation(%) | NA | 16.0 | 14.7 | 21.0 | 24.1 | 20.0 | NA | 20.3 | 15.4 | 29.3 | 16.0 | 36.4 | 14.5 | 20.3 | 8.4 | 14.1 | 15.8 | 13.0 | 11.7 | 13.6 | 24.3 | 19.1 | 24.8 | 37.4 | 17.1 | 12.1 | 11.7 |
Treynor Ratio | NA | 0.44 | 0.43 | 0.12 | 0.18 | 0.16 | NA | 0.11 | 0.49 | -0.38 | 0.46 | 0.29 | 0.42 | -0.05 | 0.34 | 0.06 | 0.02 | 0.17 | 0.37 | 0.17 | 0.01 | 0.16 | 0.33 | -0.41 | 0.08 | 0.07 | 0.08 |
Alpha | NA | 0.04 | 0.03 | 0.03 | 0.02 | 0.01 | NA | 0.0 | 0.02 | 0.02 | 0.07 | -0.07 | 0.0 | -0.02 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.03 | -0.02 |
Beta | NA | 0.84 | 0.8 | 0.76 | 0.82 | 0.83 | NA | 0.89 | 0.78 | 0.76 | 0.66 | 0.93 | 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 | 0.88 | 0.93 |
RSquared | NA | 0.97 | 0.93 | 0.9 | 0.86 | 0.86 | NA | 0.9 | 0.9 | 0.93 | 0.78 | 0.83 | 0.69 | 0.96 | 0.88 | 0.93 | 0.95 | 0.93 | 0.91 | 0.93 | 0.97 | 0.98 | 0.97 | 0.97 | 0.94 | 0.89 | 0.84 |
Yield(%) | N/A | 0.0 | 0.9 | 8.3 | 10.8 | 10.4 | 16.6 | N/A | 1.0 | 2.9 | 23.6 | 11.1 | 14.6 | 10.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.8 | 0.3 | 0.7 | 0.9 | 0.4 | 2.0 | 0.2 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -75.3 | -9.7 | 339.4 | N/A | N/A | N/A | -75.5 | -86.7 | 141.5 | -12.7 | 18.0 | 2276.0 | -3.8 | 0.0 | 36.8 | 46.2 | -31.6 | 216.7 | -57.1 | 7.7 | 44.4 | -79.5 | 780.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2005
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