Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) | 31.68% | 23.51% | 22.02% | 14.02% | 6.76% | 8.76% | 6.97% | 8.95% |
Data as of 07/10/2025, AR inception is 09/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) | 09/18/2001 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 23.51 | 22.02 | 14.02 | 6.76 | 8.76 | 6.97 | 8.95 | 31.68 | 3.74 | 18.51 | -15.18 | 17.96 | 8.73 | 21.78 | -18.48 | 22.60 | -3.66 | 1.65 | -6.90 | 36.27 | 26.38 | -14.70 | 9.66 | 28.90 | -47.29 | 14.11 | 39.34 | 18.67 | 17.88 | 44.97 | -8.16 | 13.31 |
| Sharpe Ratio | NA | 1.15 | 1.03 | 0.68 | 0.28 | NA | NA | 0.35 | 3.31 | -0.22 | 0.99 | -0.68 | 1.20 | 0.25 | 1.77 | -1.28 | 2.17 | -0.18 | 0.10 | -0.46 | 2.46 | 1.33 | -0.48 | 0.36 | 0.89 | -1.10 | 0.55 | 2.42 | 1.54 | 1.19 | 3.53 | -0.55 | 2.75 |
| Standard Deviation(%) | NA | 17.11 | 16.67 | 17.69 | 19.13 | NA | NA | 21.29 | 19.99 | 12.95 | 14.54 | 24.51 | 15.00 | 34.22 | 11.54 | 15.54 | 10.15 | 21.11 | 17.02 | 15.09 | 14.75 | 19.94 | 30.51 | 26.79 | 32.53 | 43.82 | 20.23 | 14.96 | 10.73 | 14.19 | 12.54 | 16.90 | 19.47 |
| Draw Down(%) | NA | 12.89 | 14.89 | 30.74 | 44.33 | NA | NA | 63.49 | 12.89 | 11.04 | 11.27 | 30.46 | 7.50 | 40.08 | 9.31 | 27.15 | 3.18 | 15.29 | 12.53 | 17.16 | 8.60 | 18.26 | 29.61 | 23.30 | 27.58 | 56.86 | 15.65 | 15.97 | 8.00 | 15.78 | 11.80 | 19.37 | 6.53 |
| Yield(%) | 0.00 | 3.61 | 3.39 | 2.99 | 2.35 | 3.47 | 4.17 | 6.81 | 0.00 | 4.03 | 3.63 | 0.75 | 2.65 | 1.29 | 3.59 | 2.25 | 1.96 | 2.06 | 1.30 | 3.43 | 0.30 | 1.64 | 3.08 | 1.75 | 2.81 | 3.56 | 13.57 | 7.30 | 15.96 | 5.89 | 0.02 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 09/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) |
-16.99%
Jun 2007 - Jun 2010 |
-8.79%
May 2007 - May 2012 |
1.29%
Nov 2006 - Nov 2016 |
0.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFESX (JPMORGAN INTREPID EUROPEAN FUND SELECT CLASS) |
34.32%
Mar 2003 - Mar 2006 |
27.76%
Oct 2002 - Oct 2007 |
10.86%
Jan 2003 - Jan 2013 |
10.25%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart