Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCICX (JPMORGAN INTREPID GROWTH FUND CLASS C) | 8.26% | 28.39% | 25.07% | 15.09% | 15.92% | 14.45% | 11.50% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCICX (JPMORGAN INTREPID GROWTH FUND CLASS C) | 03/01/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 28.39 | 25.07 | 15.09 | 15.92 | 14.45 | 11.50 | … | … | 8.26 | 12.39 | 24.35 | 40.05 | -30.91 | 5.82 | 15.94 | 28.29 | -4.17 | 30.93 | 4.91 | 1.38 | 15.55 | 33.28 | 15.10 | 0.63 | 15.01 | 32.75 | -39.67 | 10.39 | 8.47 | 7.65 |
| Sharpe Ratio | NA | 1.87 | 1.23 | 0.62 | 0.69 | NA | NA | … | … | 1.23 | 0.39 | 0.99 | 2.35 | -1.10 | 0.21 | 0.44 | 1.86 | -0.27 | 3.61 | 0.33 | 0.09 | 1.19 | 2.83 | 1.12 | 0.02 | 0.78 | 1.31 | -1.08 | 0.43 | 0.43 | 0.59 |
| Standard Deviation(%) | NA | 15.24 | 18.68 | 20.75 | 20.81 | NA | NA | … | … | 17.09 | 24.60 | 17.94 | 15.38 | 29.45 | 27.12 | 35.40 | 14.49 | 20.35 | 8.43 | 14.07 | 15.78 | 13.06 | 11.73 | 13.60 | 24.30 | 19.16 | 24.88 | 37.35 | 17.10 | 12.13 | 11.64 |
| Draw Down(%) | NA | 14.81 | 23.17 | 31.60 | 31.60 | NA | NA | … | … | 12.71 | 23.16 | 11.94 | 9.58 | 32.64 | 22.01 | 31.38 | 9.21 | 22.32 | 2.37 | 12.19 | 11.31 | 9.02 | 6.43 | 10.22 | 19.77 | 17.30 | 20.91 | 48.54 | 11.28 | 10.45 | 7.91 |
| Yield(%) | 0.00 | 8.88 | 7.31 | 8.41 | 10.37 | 11.94 | 10.34 | … | … | 0.00 | 8.95 | 7.54 | 0.92 | 2.94 | 24.16 | 0.28 | 14.31 | 10.23 | 0.00 | 0.10 | 0.22 | 0.16 | 0.06 | 0.24 | 0.00 | 0.09 | 0.27 | 0.00 | 1.75 | 0.02 | 0.13 |
Data as of 06/04/2026, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCICX (JPMORGAN INTREPID GROWTH FUND CLASS C) |
-15.18%
Feb 2006 – Feb 2009 |
-1.68%
Aug 2005 – Aug 2010 |
6.09%
Jan 2006 – Jan 2016 |
7.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCICX (JPMORGAN INTREPID GROWTH FUND CLASS C) |
30.74%
Sep 2022 – Sep 2025 |
22.46%
Feb 2009 – Feb 2014 |
16.79%
Feb 2009 – Feb 2019 |
15.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart