Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIAZX (JPMORGAN INTREPID AMERICA FUND CLASS R2) | NA | 9.20% | 11.94% | 7.99% | 11.60% | NA | NA | … | … |
Data as of 11/13/2019, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIAZX (JPMORGAN INTREPID AMERICA FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.20 | 11.94 | 7.99 | 11.60 | NA | NA | … | … | 18.89 | -7.00 | 22.69 | 7.45 | -0.85 | 15.55 | 33.88 | 16.47 | -0.55 | 13.45 | 29.03 | -0.13 |
| Sharpe Ratio | NA | 0.47 | 0.81 | 0.51 | 0.71 | NA | NA | … | … | 1.47 | -0.46 | 2.89 | 0.51 | -0.06 | 1.25 | 2.84 | 1.22 | -0.02 | 0.67 | 1.04 | -0.02 |
| Standard Deviation(%) | NA | 16.27 | 13.70 | 14.34 | 15.90 | NA | NA | … | … | 13.87 | 18.09 | 7.67 | 14.26 | 15.76 | 12.40 | 11.91 | 13.57 | 24.98 | 20.01 | 27.75 | 58.35 |
| Draw Down(%) | NA | 15.93 | 21.46 | 21.46 | 21.46 | NA | NA | … | … | 7.86 | 21.46 | 2.92 | 12.62 | 12.49 | 9.35 | 6.10 | 10.45 | 21.14 | 17.60 | 24.08 | 13.48 |
| Yield(%) | 0.00 | 13.60 | 10.42 | 8.21 | 8.56 | 7.22 | 5.41 | … | … | 0.00 | 13.67 | 12.65 | 3.54 | 6.92 | 6.64 | 0.84 | 1.65 | 0.11 | 0.98 | 2.16 | 0.00 |
Data as of 11/13/2019, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIAZX (JPMORGAN INTREPID AMERICA FUND CLASS R2) |
6.84%
Oct 2013 – Oct 2016 |
7.03%
Dec 2013 – Dec 2018 |
11.69%
Sep 2009 – Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIAZX (JPMORGAN INTREPID AMERICA FUND CLASS R2) |
23.85%
Feb 2009 – Feb 2012 |
22.08%
Feb 2009 – Feb 2014 |
15.55%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart