Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIACX (JPMORGAN INTREPID AMERICA FUND CLASS C) | NA | 8.93% | 11.66% | 7.72% | 11.32% | NA | NA | … | … |
Data as of 11/13/2019, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIACX (JPMORGAN INTREPID AMERICA FUND CLASS C) | 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 | 8.93 | 11.66 | 7.72 | 11.32 | NA | NA | … | … | 18.65 | -7.22 | 22.36 | 7.17 | -1.10 | 15.27 | 33.54 | 16.19 | -0.84 | 13.19 | 28.73 | -39.44 | 2.84 | 15.13 | 5.57 |
| Sharpe Ratio | NA | 0.46 | 0.78 | 0.49 | 0.69 | NA | NA | … | … | 1.45 | -0.47 | 2.85 | 0.49 | -0.07 | 1.23 | 2.82 | 1.20 | -0.03 | 0.66 | 1.03 | -1.00 | -0.01 | 1.10 | 0.38 |
| Standard Deviation(%) | NA | 16.26 | 13.70 | 14.33 | 15.88 | NA | NA | … | … | 13.87 | 18.09 | 7.67 | 14.25 | 15.72 | 12.38 | 11.87 | 13.58 | 24.88 | 19.94 | 27.74 | 40.13 | 17.04 | 10.82 | 11.60 |
| Draw Down(%) | NA | 15.94 | 21.52 | 21.52 | 21.52 | NA | NA | … | … | 7.90 | 21.52 | 2.96 | 12.64 | 12.57 | 9.37 | 6.11 | 10.50 | 21.19 | 17.65 | 24.13 | 50.13 | 11.58 | 8.72 | 8.35 |
| Yield(%) | 0.00 | 13.15 | 9.92 | 7.77 | 7.95 | 5.23 | 3.93 | … | … | 0.00 | 13.19 | 11.84 | 3.24 | 6.41 | 5.99 | 0.36 | 1.20 | 0.00 | 0.19 | 1.95 | 2.26 | 4.68 | 0.93 | 0.31 |
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 |
|---|---|---|---|---|
| JIACX (JPMORGAN INTREPID AMERICA FUND CLASS C) |
-16.28%
Feb 2006 – Feb 2009 |
-2.79%
Sep 2006 – Sep 2011 |
5.07%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIACX (JPMORGAN INTREPID AMERICA FUND CLASS C) |
23.55%
Feb 2009 – Feb 2012 |
21.78%
Feb 2009 – Feb 2014 |
15.26%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart