Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIAAX (JPMORGAN INTREPID AMERICA FUND CLASS A) | NA | 9.49% | 12.22% | 8.25% | 11.87% | NA | NA | … | … |
Data as of 11/13/2019, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIAAX (JPMORGAN INTREPID AMERICA FUND CLASS A) | 03/01/2005 | 11/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.49 | 12.22 | 8.25 | 11.87 | NA | NA | … | … | 19.18 | -6.78 | 22.99 | 7.68 | -0.60 | 15.86 | 34.19 | 16.76 | -0.33 | 13.77 | 29.31 | -39.14 | 3.37 | 15.76 | 6.06 |
| Sharpe Ratio | NA | 0.49 | 0.83 | 0.53 | 0.72 | NA | NA | … | … | 1.50 | -0.45 | 2.93 | 0.52 | -0.04 | 1.28 | 2.88 | 1.24 | -0.01 | 0.68 | 1.05 | -0.99 | 0.02 | 1.16 | 0.43 |
| Standard Deviation(%) | NA | 16.23 | 13.69 | 14.33 | 15.89 | NA | NA | … | … | 13.84 | 18.08 | 7.67 | 14.28 | 15.73 | 12.38 | 11.87 | 13.57 | 24.89 | 19.99 | 27.79 | 40.24 | 17.04 | 10.83 | 11.63 |
| Draw Down(%) | NA | 15.91 | 21.39 | 21.39 | 21.39 | NA | NA | … | … | 7.82 | 21.39 | 2.85 | 12.59 | 12.44 | 9.36 | 6.04 | 10.39 | 21.09 | 17.57 | 24.05 | 49.91 | 11.50 | 8.67 | 8.30 |
| Yield(%) | 0.00 | 13.47 | 10.54 | 8.25 | 8.74 | 5.84 | 4.38 | … | … | 0.00 | 13.57 | 13.02 | 3.68 | 6.70 | 6.45 | 1.00 | 1.80 | 0.70 | 0.81 | 2.18 | 2.66 | 5.15 | 1.15 | 0.45 |
Data as of 11/13/2019, 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 |
|---|---|---|---|---|
| JIAAX (JPMORGAN INTREPID AMERICA FUND CLASS A) |
-15.87%
Feb 2006 – Feb 2009 |
-2.31%
Sep 2006 – Sep 2011 |
5.59%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIAAX (JPMORGAN INTREPID AMERICA FUND CLASS A) |
24.18%
Feb 2009 – Feb 2012 |
22.39%
Feb 2009 – Feb 2014 |
15.84%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart