Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JICCX (JPMORGAN INTREPID ADVANTAGE FUND CLASS C) | 3.01% | 17.31% | 18.04% | 9.25% | 12.73% | 12.37% | 9.21% | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JICCX (JPMORGAN INTREPID ADVANTAGE FUND CLASS C) | 03/01/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.87 | 17.31 | 18.04 | 9.25 | 12.73 | 12.37 | 9.21 | … | … | 3.01 | 4.89 | 24.65 | 24.39 | -21.78 | 25.50 | 17.65 | 29.05 | -5.50 | 20.38 | 9.12 | -0.25 | 12.48 | 34.46 | 18.35 | -0.57 | 14.43 | 29.19 | -42.40 | 1.58 | 15.08 | 5.44 |
| Sharpe Ratio | NA | 1.54 | 1.09 | 0.43 | 0.62 | NA | NA | … | … | 0.91 | 0.10 | 1.39 | 1.49 | -0.92 | 1.73 | 0.50 | 2.09 | -0.41 | 2.81 | 0.67 | -0.02 | 1.02 | 2.90 | 1.34 | -0.02 | 0.69 | 1.06 | -1.08 | -0.08 | 1.07 | 0.39 |
| Standard Deviation(%) | NA | 12.23 | 15.11 | 17.59 | 18.49 | NA | NA | … | … | 14.20 | 20.93 | 12.97 | 13.66 | 25.26 | 14.75 | 34.49 | 13.24 | 16.83 | 7.06 | 13.20 | 15.99 | 12.22 | 11.88 | 13.78 | 26.04 | 20.68 | 27.45 | 39.95 | 17.30 | 11.04 | 10.96 |
| Draw Down(%) | NA | 12.17 | 19.77 | 30.60 | 32.30 | NA | NA | … | … | 12.17 | 19.38 | 8.61 | 9.46 | 28.04 | 7.81 | 32.30 | 7.03 | 20.39 | 2.23 | 11.13 | 13.04 | 8.58 | 5.88 | 10.34 | 22.59 | 18.33 | 24.57 | 52.37 | 14.37 | 8.89 | 7.70 |
| Yield(%) | 0.00 | 9.95 | 4.74 | 2.74 | 4.92 | 5.83 | 4.54 | … | … | 0.00 | 9.92 | 0.02 | 0.31 | 0.30 | 0.00 | 0.08 | 8.18 | 7.22 | 6.77 | 0.43 | 1.23 | 0.67 | 0.32 | 0.72 | 0.52 | 0.00 | 1.13 | 0.00 | 3.70 | 7.46 | 14.29 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JICCX (JPMORGAN INTREPID ADVANTAGE FUND CLASS C) |
-18.08%
Feb 2006 – Feb 2009 |
-3.88%
May 2007 – May 2012 |
4.85%
Jan 2006 – Jan 2016 |
6.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JICCX (JPMORGAN INTREPID ADVANTAGE FUND CLASS C) |
24.66%
Feb 2009 – Feb 2012 |
22.53%
Feb 2009 – Feb 2014 |
16.00%
Sep 2011 – Sep 2021 |
14.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart