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JPMorgan U.S. GARP Equity R5 (JGIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.42+0.02 (+0.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.81%
5-year average return18.70%
Number of years up14
Number of years down3
Best 1-yr total return (13 Jun 2024)42.25%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return42.25%
Worst 3-yr total return6.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJGIRXCategory
YTD15.29%12.38%
1-month6.07%5.09%
3-month3.87%10.28%
1-year36.45%41.70%
3-year11.99%22.56%
5-year18.50%21.98%
10-year14.75%15.99%
Last bull market31.72%25.99%
Last bear market-19.97%-17.29%

Annual total return (%) history

Year
JGIRXCategory
2024
N/AN/A
2023
42.25%N/A
2022
-27.49%N/A
2021
31.21%N/A
2020
27.96%35.86%
2019
29.34%31.90%
2018
-3.39%-2.09%
2017
32.15%27.67%
2016
5.91%3.23%
2015
2.34%3.60%
2014
16.66%10.00%
2013
34.50%33.92%
2012
16.22%15.34%
2011
1.60%-2.46%
2010
16.08%15.53%
2009
34.03%35.68%
2008
-39.09%-40.67%
2007
11.42%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.93%N/AN/AN/A
202314.19%12.37%-2.90%14.17%
2022-8.55%-19.97%-3.48%2.63%
20215.24%10.10%0.28%12.92%
2020-15.51%24.83%9.67%10.63%
201915.16%2.45%-0.30%9.95%
20181.70%4.27%8.87%-16.32%
20179.70%4.14%6.89%8.21%
2016-0.25%-0.30%4.64%1.76%
20151.24%0.96%-6.35%6.91%
20141.93%4.77%3.48%5.57%
201310.13%2.51%6.56%11.80%
201214.86%-3.84%7.27%-1.91%
20116.93%1.62%-14.76%9.69%
20105.51%-13.06%12.13%12.86%
2009-6.90%15.04%15.79%8.07%
2008-12.40%2.78%-13.18%-22.08%
20072.66%6.39%3.33%-1.28%
20062.35%5.97%N/AN/A

Rank in category (by total return)

YTD23
1-month30
3-month22
1-year17
3-year3
5-year16

Load adjusted returns

1-year36.45%
3-year11.99%
5-year18.50%
10-year14.75%