Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) | 6.23% | 14.24% | 23.45% | 10.29% | 11.45% | 13.77% | 9.97% | 9.99% |
Data as of 06/30/2025, AR inception is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) | 03/01/2005 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.05 | 14.24 | 23.45 | 10.29 | 11.45 | 13.77 | 9.97 | 9.99 | 6.23 | 25.34 | 40.78 | -30.45 | 7.01 | 16.80 | 28.93 | -3.69 | 31.55 | 5.45 | 1.87 | 16.14 | 33.93 | 15.66 | 1.10 | 15.61 | 33.46 | -39.38 | 10.88 | 9.15 | 8.10 |
| Sharpe Ratio | NA | 0.24 | 0.91 | 0.31 | 0.42 | NA | NA | 0.40 | -0.03 | 1.05 | 2.40 | -1.08 | 0.26 | 0.47 | 1.90 | -0.25 | 3.68 | 0.37 | 0.12 | 1.24 | 2.89 | 1.16 | 0.04 | 0.81 | 1.34 | -1.07 | 0.46 | 0.49 | 0.64 |
| Standard Deviation(%) | NA | 24.63 | 21.15 | 23.87 | 22.02 | NA | NA | 21.00 | 30.45 | 17.84 | 15.37 | 29.44 | 26.83 | 35.33 | 14.50 | 20.34 | 8.44 | 14.06 | 15.80 | 13.03 | 11.71 | 13.60 | 24.31 | 19.13 | 24.84 | 37.44 | 17.12 | 12.10 | 11.65 |
| Draw Down(%) | NA | 23.10 | 23.10 | 43.83 | 43.83 | NA | NA | 52.98 | 23.10 | 11.90 | 9.45 | 32.21 | 21.52 | 31.36 | 9.16 | 22.21 | 2.34 | 12.14 | 11.23 | 8.96 | 6.37 | 10.12 | 19.67 | 17.19 | 20.84 | 48.31 | 11.24 | 10.35 | 7.91 |
| Yield(%) | 0.00 | 5.79 | 3.24 | 1.85 | 4.65 | 7.35 | 5.35 | 5.36 | 0.00 | 7.21 | 0.15 | 0.03 | 0.00 | 0.94 | 14.59 | 10.53 | 0.59 | 0.66 | 0.65 | 0.56 | 0.49 | 0.81 | 0.25 | 0.68 | 0.87 | 0.36 | 1.96 | 0.24 | 0.16 |
Data as of 06/30/2025, AR inception is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) |
-14.76%
Feb 2006 - Feb 2009 |
-1.18%
Aug 2005 - Aug 2010 |
6.63%
Jan 2006 - Jan 2016 |
6.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) |
25.83%
Feb 2009 - Feb 2012 |
23.09%
Feb 2009 - Feb 2014 |
17.38%
Feb 2009 - Feb 2019 |
14.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart