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JPMorgan Intrepid Value R5 (JIVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.96-0.22 (-0.73%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.30%
5-year average return10.03%
Number of years up12
Number of years down5
Best 1-yr total return (30 Jun 2024)35.68%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return35.68%
Worst 3-yr total return4.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJIVRXCategory
YTD8.44%4.44%
1-month2.74%-4.04%
3-month3.23%4.09%
1-year23.63%14.37%
3-year6.89%6.04%
5-year11.90%9.20%
10-year8.76%8.57%
Last bull market24.65%22.97%
Last bear market-11.10%-11.27%

Annual total return (%) history

Year
JIVRXCategory
2024
N/AN/A
2023
12.23%11.63%
2022
-6.05%-5.90%
2021
31.63%26.22%
2020
1.71%2.91%
2019
23.31%25.04%
2018
-8.17%-8.53%
2017
16.87%15.94%
2016
12.27%14.81%
2015
-5.96%-4.05%
2014
14.17%10.21%
2013
35.68%31.21%
2012
18.40%14.57%
2011
-0.86%-0.75%
2010
14.06%13.66%
2009
24.14%24.13%
2008
-36.39%-37.09%
2007
0.29%1.42%
2006
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.97%N/AN/AN/A
20230.04%4.66%-2.63%10.09%
2022-0.34%-11.10%-4.91%11.51%
202114.34%6.02%-0.73%9.39%
2020-27.11%15.10%4.24%16.31%
201911.88%2.84%0.54%6.61%
2018-0.59%1.71%5.95%-14.27%
20172.37%1.40%5.03%7.20%
2016-1.25%0.92%3.11%9.26%
2015-0.15%0.21%-9.61%3.96%
20142.47%5.58%0.55%4.96%
201311.78%3.73%4.93%11.53%
201212.34%-3.43%7.23%1.78%
20117.08%-0.05%-17.18%11.85%
20106.25%-13.25%10.92%11.57%
2009-15.79%18.40%18.46%5.11%
2008-9.55%-2.78%-6.41%-22.70%
20071.80%4.81%-0.58%-5.45%
20064.84%8.00%N/AN/A

Rank in category (by total return)

YTD39
1-month66
3-month64
1-year41
3-year40
5-year40

Load adjusted returns

1-year23.63%
3-year6.89%
5-year11.90%
10-year8.76%