Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JIARX (JPMORGAN INTREPID AMERICA FUND CLASS R5) | NA | 9.90% | 12.68% | 8.73% | 12.37% | NA | NA | 8.59% |
Data as of 11/13/2019, AR inception is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIARX (JPMORGAN INTREPID AMERICA FUND CLASS R5) | 05/17/2006 | 11/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.90 | 12.68 | 8.73 | 12.37 | NA | NA | 8.59 | 19.58 | -6.41 | 23.53 | 8.17 | -0.10 | 16.38 | 34.79 | 17.28 | 0.15 | 14.22 | 29.94 | -38.86 | 3.82 | 12.58 |
| Sharpe Ratio | NA | 0.52 | 0.86 | 0.56 | 0.75 | NA | NA | 0.38 | 1.54 | -0.43 | 3.00 | 0.56 | -0.01 | 1.33 | 2.91 | 1.28 | 0.00 | 0.71 | 1.08 | -0.98 | 0.05 | 1.57 |
| Standard Deviation(%) | NA | 16.24 | 13.70 | 14.32 | 15.90 | NA | NA | 19.78 | 13.85 | 18.10 | 7.68 | 14.23 | 15.72 | 12.35 | 11.93 | 13.57 | 25.01 | 19.99 | 27.75 | 40.33 | 17.00 | 11.16 |
| Draw Down(%) | NA | 15.89 | 21.32 | 21.32 | 21.32 | NA | NA | 55.03 | 7.81 | 21.32 | 2.82 | 12.54 | 12.31 | 9.31 | 6.03 | 10.33 | 21.00 | 17.47 | 23.96 | 49.71 | 11.47 | 5.66 |
| Yield(%) | 0.00 | 13.52 | 10.74 | 8.36 | 9.12 | 5.63 | 4.22 | 6.50 | 0.00 | 13.66 | 13.07 | 4.21 | 5.94 | 6.80 | 1.48 | 2.39 | 1.08 | 1.35 | 2.47 | 3.02 | 5.56 | 1.41 |
Data as of 11/13/2019, 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 |
|---|---|---|---|---|
| JIARX (JPMORGAN INTREPID AMERICA FUND CLASS R5) |
-10.79%
Jun 2007 - Jun 2010 |
-1.87%
Sep 2006 - Sep 2011 |
6.08%
Oct 2006 - Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIARX (JPMORGAN INTREPID AMERICA FUND CLASS R5) |
24.72%
Feb 2009 - Feb 2012 |
22.93%
Feb 2009 - Feb 2014 |
16.35%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart