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JPMorgan U.S. GARP Equity R2 (JIGZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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77.57-0.42 (-0.54%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.14%
5-Year Average Return17.63%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)41.31%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return41.31%
Worst 3-Yr Total Return6.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJIGZXCategory
YTD14.99%12.38%
1-Month6.01%5.09%
3-Month3.71%10.28%
1-Year35.58%41.70%
3-Year11.27%22.56%
5-Year17.73%21.98%
10-Year13.99%15.99%
Last Bull Market31.38%25.99%
Last Bear Market-20.12%-17.29%

Annual Total Return (%) History

Year
JIGZXCategory
2024
N/AN/A
2023
41.31%N/A
2022
-27.95%N/A
2021
30.36%N/A
2020
27.13%35.86%
2019
28.47%31.90%
2018
-4.01%-2.09%
2017
31.26%27.67%
2016
5.19%3.23%
2015
1.63%3.60%
2014
15.82%10.00%
2013
33.63%33.92%
2012
15.36%15.34%
2011
0.89%-2.46%
2010
15.31%15.53%
2009
33.04%35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.75%N/AN/AN/A
202313.99%12.20%-3.06%13.98%
2022-8.67%-20.12%-3.63%2.48%
20215.08%9.93%0.13%12.71%
2020-15.65%24.64%9.48%10.45%
201914.95%2.28%-0.45%9.76%
20181.53%4.10%8.68%-16.44%
20179.51%3.97%6.71%8.03%
2016-0.40%-0.48%4.46%1.58%
20151.08%0.77%-6.51%6.72%
20141.75%4.59%3.29%5.37%
20139.96%2.34%6.40%11.61%
201214.65%-4.00%7.08%-2.12%
20116.78%1.43%-14.92%9.49%
20105.36%-13.20%11.94%12.64%
2009-7.09%14.82%15.65%7.83%

Rank In Category (By Total Return)

YTD25
1-Month32
3-Month24
1-Year24
3-Year6
5-Year22

Load Adjusted Returns

1-Year35.58%
3-Year11.27%
5-Year17.73%
10-Year13.99%