Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) | 8.08% | 29.13% | 25.53% | 10.54% | 13.80% | 13.13% | 10.73% | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIGAX (JPMORGAN INTREPID GROWTH FUND CLASS A) | 03/01/2005 | 06/03/2026 |
| 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 (%) | 0.40 | 29.13 | 25.53 | 10.54 | 13.80 | 13.13 | 10.73 | … | … | 8.08 | 20.26 | 31.70 | 42.17 | -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 | 1.90 | 1.26 | 0.35 | 0.56 | NA | NA | … | … | 1.24 | 0.75 | 1.67 | 2.53 | -1.09 | 0.26 | 0.47 | 1.89 | -0.25 | 3.68 | 0.37 | 0.12 | 1.24 | 2.89 | 1.16 | 0.04 | 0.81 | 1.34 | -1.07 | 0.45 | 0.48 | 0.63 |
| Standard Deviation(%) | NA | 15.28 | 18.71 | 22.85 | 21.89 | NA | NA | … | … | 17.08 | 23.21 | 16.82 | 15.38 | 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 | 14.66 | 23.10 | 43.83 | 43.83 | NA | NA | … | … | 12.66 | 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 | 8.44 | 7.05 | 3.53 | 6.46 | 7.57 | 6.80 | … | … | 0.00 | 8.50 | 7.21 | 1.03 | 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 06/03/2026, 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 |
|---|---|---|---|---|
| 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) |
31.07%
Dec 2022 – Dec 2025 |
23.09%
Feb 2009 – Feb 2014 |
17.38%
Feb 2009 – Feb 2019 |
14.58%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart