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JPMorgan Growth And Income I (VGIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.21+0.65 (+0.83%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.17%
5-year average return11.25%
Number of years up21
Number of years down6
Best 1-yr total return (5 May 2024)34.26%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return34.26%
Worst 3-yr total return7.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGIIXCategory
YTD5.27%17.52%
1-month-2.91%-0.87%
3-month5.10%5.51%
1-year13.18%42.88%
3-year7.01%11.93%
5-year10.67%12.07%
10-year10.06%10.95%
Last bull market20.88%23.18%
Last bear market-9.70%-17.87%

Annual total return (%) history

Year
VGIIXCategory
2024
N/AN/A
2023
9.45%N/A
2022
-2.33%N/A
2021
27.20%N/A
2020
4.54%2.91%
2019
28.16%25.04%
2018
-7.49%-8.53%
2017
17.43%15.94%
2016
15.06%14.81%
2015
-2.32%-4.05%
2014
14.39%10.21%
2013
34.26%31.21%
2012
19.86%14.57%
2011
0.67%-0.75%
2010
15.30%13.66%
2009
22.55%24.13%
2008
-36.88%-37.09%
2007
0.35%1.42%
2006
18.95%18.15%
2005
4.08%5.95%
2004
14.42%12.97%
2003
26.78%28.44%
2002
-17.48%-18.69%
2001
-11.81%-4.99%
2000
0.86%7.87%
1999
8.52%6.72%
1998
14.50%12.00%
1997
30.07%26.61%
1996
N/A20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.42%N/AN/AN/A
2023-0.49%4.28%-2.88%8.60%
2022-0.43%-9.70%-3.64%12.73%
202111.74%6.41%-0.76%7.80%
2020-26.12%15.85%5.50%15.77%
201910.98%3.89%2.05%8.93%
2018-1.60%1.35%5.57%-12.14%
20172.31%1.93%5.04%7.21%
20160.33%2.55%3.37%8.19%
20150.09%-0.85%-6.99%5.84%
20142.51%4.98%0.31%5.97%
201311.12%4.82%3.81%11.04%
201213.81%-2.62%7.17%0.92%
20115.99%-0.49%-15.33%12.72%
20106.74%-11.27%9.49%11.19%
2009-13.43%14.95%15.84%6.31%
2008-10.22%-2.00%-7.55%-22.41%
20071.39%6.52%-1.79%-5.38%
20063.56%0.37%6.19%7.77%
2005-1.81%2.29%2.02%1.57%
20042.55%1.08%1.03%9.26%
2003-5.64%17.82%1.00%12.91%
20023.07%-10.45%-17.98%9.00%
2001-8.56%4.28%-14.23%7.83%
20003.45%-4.64%4.75%-2.40%
19990.07%8.34%-9.57%10.69%
199811.50%0.07%-12.11%16.76%
19971.39%14.39%9.65%2.28%
19962.46%3.42%6.13%N/A

Rank in category (by total return)

YTD32
1-month15
3-month24
1-year59
3-year33
5-year25

Load adjusted returns

1-year13.18%
3-year7.01%
5-year10.67%
10-year10.06%