Nasdaq - Delayed Quote USD
JPMorgan U.S. GARP Equity R2 (JIGZX)
68.53
-4.14
(-5.70%)
As of 8:06:24 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.23% |
| 5y Average Return | 19.84% |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 2, 2025) | 41.31% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 41.31% |
| Worst 3Y Total Return | 6.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JIGZX
Category
- YTD
- -9.70%
- 12.38%
- 1-Month
- -8.18%
- 5.09%
- 3-Month
- -9.70%
- 10.28%
- 1-Year
- 4.69%
- 41.70%
- 3-Year
- 9.90%
- 22.56%
- 5-Year
- 18.96%
- 21.98%
- 10-Year
- 13.15%
- 15.99%
- Last Bull Market
- 22.89%
- 25.99%
- Last Bear Market
- -20.12%
- -17.29%
Annual Total Return (%) History
Year
JIGZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.70% | -- | -- | -- |
| 2024 | 13.75% | 7.38% | 3.60% | 4.22% |
| 2023 | 13.99% | 12.20% | -3.06% | 13.98% |
| 2022 | -8.67% | -20.12% | -3.63% | 2.48% |
| 2021 | 5.08% | 9.93% | 0.13% | 12.71% |
| 2020 | -15.65% | 24.64% | 9.48% | 10.45% |
| 2019 | 14.95% | 2.28% | -0.45% | 9.76% |
| 2018 | 1.53% | 4.10% | 8.68% | -16.44% |
| 2017 | 9.51% | 3.97% | 6.71% | 8.03% |
| 2016 | -0.40% | -0.48% | 4.46% | 1.58% |
| 2015 | 1.08% | 0.77% | -6.51% | 6.72% |
| 2014 | 1.75% | 4.59% | 3.29% | 5.37% |
| 2013 | 9.96% | 2.34% | 6.40% | 11.61% |
| 2012 | 14.65% | -4.00% | 7.08% | -2.12% |
| 2011 | 6.78% | 1.43% | -14.92% | 9.49% |
| 2010 | 5.36% | -13.20% | 11.94% | 12.64% |
| 2009 | -7.09% | 14.82% | 15.65% | 7.83% |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 49 |
| 3-Month | 64 |
| 1-Year | 50 |
| 3-Year | 20 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 4.69% |
| 3-Year | 9.90% |
| 5-Year | 18.96% |
| 10-Year | 13.15% |
Performance & Risk
| YTD Return | -8.23% |
| 5y Average Return | 19.84% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | JPMorgan |
| Net Assets | 1.65B |
| YTD Return | -9.70% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 15, 2006 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity investments of large and mid capitalization companies located in the U.S. "Assets" means net assets, plus the amount of borrowings for investment purposes. It invests primarily in a broad portfolio of equity securities that the adviser believes are high quality growth companies that have strong fundamentals and are trading at what the adviser determines to be attractive valuations. The fund is non-diversified.
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