Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JISIX (JPMORGAN INTREPID INTERNATIONAL FUND SELECT CLASS) | NA | 31.31% | 1.63% | 6.02% | 4.24% | 2.98% | NA | … | … |
Data as of 05/24/2021, Common starting date is 03/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISIX (JPMORGAN INTREPID INTERNATIONAL FUND SELECT CLASS) | 03/02/2006 | 05/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.31 | 1.63 | 6.02 | 4.24 | 2.98 | NA | … | … | 3.74 | 4.68 | 17.16 | -17.40 | 23.20 | 0.40 | 1.61 | -6.27 | 22.77 | 19.59 | -14.96 | 12.43 | 27.47 | -45.78 | 10.72 | 17.91 |
| Sharpe Ratio | NA | 2.40 | 0.04 | 0.30 | 0.22 | NA | NA | … | … | 1.15 | 0.15 | 1.48 | -1.37 | 2.85 | 0.01 | 0.10 | -0.53 | 1.72 | 1.15 | -0.52 | 0.55 | 0.90 | -1.04 | 0.40 | 1.24 |
| Standard Deviation(%) | NA | 14.55 | 19.68 | 17.33 | 17.84 | NA | NA | … | … | 8.63 | 30.03 | 10.63 | 13.65 | 7.95 | 18.28 | 15.42 | 11.96 | 13.18 | 17.15 | 28.85 | 22.49 | 30.30 | 44.84 | 19.19 | 14.89 |
| Draw Down(%) | NA | 7.53 | 37.96 | 41.94 | 41.94 | NA | NA | … | … | 5.19 | 36.33 | 8.84 | 25.44 | 2.97 | 13.84 | 15.18 | 13.94 | 10.18 | 16.36 | 28.19 | 18.83 | 29.05 | 56.94 | 14.20 | 16.93 |
| Yield(%) | 0.00 | 2.29 | 2.82 | 3.05 | 2.36 | 2.18 | 1.65 | … | … | 0.00 | 1.88 | 5.83 | 2.09 | 2.38 | 2.45 | 1.96 | 1.19 | 1.51 | 1.79 | 1.11 | 0.92 | 2.05 | 4.47 | 2.70 | 0.97 |
Data as of 05/24/2021, Common starting date is 03/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISIX (JPMORGAN INTREPID INTERNATIONAL FUND SELECT CLASS) |
-15.50%
Jun 2007 – Jun 2010 |
-8.32%
May 2007 – May 2012 |
0.27%
Dec 2006 – Dec 2016 |
2.56%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISIX (JPMORGAN INTREPID INTERNATIONAL FUND SELECT CLASS) |
20.04%
Feb 2009 – Feb 2012 |
18.03%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
2.56%
Apr 2006 – Apr 2021 |
Annualized Rolling Returns Comparison Chart