Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JGIRX (JPMORGAN INTREPID GROWTH FUND CLASS R5) | 6.70% | 6.45% | 20.22% | 9.17% | 11.32% | 13.69% | NA | 10.24% |
Data as of 07/07/2025, AR inception is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGIRX (JPMORGAN INTREPID GROWTH FUND CLASS R5) | 05/17/2006 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 6.45 | 20.22 | 9.17 | 11.32 | 13.69 | NA | 10.24 | 6.70 | 25.90 | 41.36 | -30.15 | 7.62 | 17.35 | 29.46 | -3.31 | 32.15 | 5.91 | 2.34 | 16.66 | 34.50 | 16.22 | 1.60 | 16.09 | 34.03 | -39.12 | 11.41 | 8.56 |
| Sharpe Ratio | NA | 0.20 | 0.87 | 0.31 | 0.45 | NA | NA | 0.43 | 0.43 | 1.08 | 2.44 | -1.08 | 0.29 | 0.48 | 1.93 | -0.23 | 3.76 | 0.41 | 0.15 | 1.28 | 2.93 | 1.20 | 0.06 | 0.84 | 1.36 | -1.06 | 0.49 | 0.84 |
| Standard Deviation(%) | NA | 25.42 | 21.26 | 23.89 | 22.06 | NA | NA | 21.50 | 29.59 | 17.82 | 15.37 | 29.43 | 26.50 | 35.34 | 14.50 | 20.35 | 8.42 | 14.06 | 15.78 | 13.02 | 11.76 | 13.60 | 24.40 | 19.16 | 24.92 | 37.52 | 17.10 | 12.83 |
| Draw Down(%) | NA | 26.87 | 26.87 | 43.47 | 43.47 | NA | NA | 52.69 | 23.02 | 11.88 | 9.35 | 31.91 | 21.38 | 31.33 | 9.12 | 22.15 | 2.32 | 12.10 | 11.17 | 8.95 | 6.36 | 10.04 | 19.59 | 17.11 | 20.76 | 48.09 | 11.23 | 6.18 |
| Yield(%) | 0.00 | 0.25 | 0.48 | 0.57 | 3.98 | 6.42 | 4.51 | 4.75 | 0.00 | 0.33 | 0.62 | 0.35 | 0.31 | 1.35 | 15.00 | 10.92 | 1.08 | 1.16 | 1.09 | 0.84 | 1.13 | 1.35 | 0.78 | 1.20 | 1.44 | 0.81 | 2.28 | 0.50 |
Data as of 07/07/2025, AR inception is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGIRX (JPMORGAN INTREPID GROWTH FUND CLASS R5) |
-8.60%
Jun 2007 - Jun 2010 |
0.68%
May 2007 - May 2012 |
7.58%
Oct 2006 - Oct 2016 |
7.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGIRX (JPMORGAN INTREPID GROWTH FUND CLASS R5) |
26.37%
Feb 2009 - Feb 2012 |
23.63%
Feb 2009 - Feb 2014 |
17.90%
Feb 2009 - Feb 2019 |
15.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart