JPMorgan Intrepid Growth Fund Class R5 (JGIRX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 9.35% | 9.05% | 0.30% |
Year-to-Date | 10.40% | 9.63% | 0.76% |
1 Year | 36.02% | 0.00% | 36.02% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
33%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.71%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$906
Real cost (fees + lost compounding)
$1,120
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-2.75%