Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIISX (JPMORGAN INTREPID ADVANTAGE FUND SELECT CLASS) | 6.04% | 21.01% | 19.96% | 10.66% | 13.89% | 13.43% | 10.18% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIISX (JPMORGAN INTREPID ADVANTAGE FUND SELECT CLASS) | 03/06/2003 | 06/04/2026 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 21.01 | 19.96 | 10.66 | 13.89 | 13.43 | 10.18 | … | … | 6.04 | 14.34 | 25.57 | 25.31 | -21.20 | 26.60 | 18.58 | 30.02 | -4.78 | 21.28 | 9.94 | 0.48 | 13.33 | 35.47 | 19.21 | 0.21 | 15.25 | 30.23 | -41.98 | 2.35 | 15.92 | 6.65 | 15.45 | 44.92 |
| Sharpe Ratio | NA | 1.61 | 1.15 | 0.48 | 0.67 | NA | NA | … | … | 0.97 | 0.61 | 1.69 | 1.60 | -0.90 | 1.80 | 0.53 | 2.16 | -0.37 | 2.95 | 0.74 | 0.03 | 1.09 | 2.99 | 1.40 | 0.01 | 0.73 | 1.10 | -1.07 | -0.05 | 1.13 | 0.39 | 1.08 | 3.56 |
| Standard Deviation(%) | NA | 12.22 | 15.10 | 17.58 | 18.49 | NA | NA | … | … | 14.19 | 18.85 | 12.97 | 13.66 | 25.26 | 14.72 | 34.49 | 13.25 | 16.83 | 7.03 | 13.21 | 15.99 | 12.22 | 11.87 | 13.82 | 26.15 | 20.73 | 27.41 | 40.02 | 17.32 | 11.09 | 11.24 | 13.35 | 15.77 |
| Draw Down(%) | NA | 12.03 | 19.57 | 30.05 | 32.26 | NA | NA | … | … | 12.03 | 19.25 | 8.57 | 9.30 | 27.63 | 7.64 | 32.26 | 6.98 | 20.24 | 2.15 | 11.07 | 12.94 | 8.53 | 5.81 | 10.25 | 22.36 | 18.22 | 24.46 | 52.05 | 14.11 | 8.82 | 7.61 | 10.16 | 4.70 |
| Yield(%) | 0.00 | 10.25 | 5.50 | 3.44 | 5.98 | 7.32 | 5.71 | … | … | 0.00 | 10.28 | 0.94 | 1.22 | 0.94 | 0.68 | 0.93 | 8.84 | 7.86 | 7.68 | 1.34 | 1.91 | 0.87 | 1.10 | 1.48 | 1.52 | 0.49 | 1.55 | 0.49 | 4.22 | 7.81 | 14.78 | 0.77 | 5.12 |
Data as of 06/04/2026, Common starting date is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIISX (JPMORGAN INTREPID ADVANTAGE FUND SELECT CLASS) |
-17.47%
Feb 2006 – Feb 2009 |
-7.26%
Feb 2004 – Feb 2009 |
5.64%
Jan 2006 – Jan 2016 |
7.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIISX (JPMORGAN INTREPID ADVANTAGE FUND SELECT CLASS) |
25.60%
Feb 2009 – Feb 2012 |
23.47%
Feb 2009 – Feb 2014 |
16.88%
Sep 2011 – Sep 2021 |
15.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart