Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIVCX (JPMORGAN INTREPID VALUE FUND CLASS C) | NA | -4.10% | 8.96% | 5.66% | 5.01% | 7.46% | 5.33% | … | … |
Data as of 09/23/2025, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIVCX (JPMORGAN INTREPID VALUE FUND CLASS C) | 03/01/2005 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.10 | 8.96 | 5.66 | 5.01 | 7.46 | 5.33 | … | … | -2.24 | 14.49 | 11.48 | -11.01 | 0.18 | -0.34 | 22.32 | -8.93 | 15.81 | 11.34 | -6.84 | 12.99 | 34.53 | 17.41 | -1.70 | 13.01 | 22.95 | -36.97 | -0.65 | 22.02 | 6.11 |
| Sharpe Ratio | NA | -0.41 | 0.36 | 0.17 | 0.17 | NA | NA | … | … | -0.31 | 1.02 | 0.62 | -0.60 | 0.01 | -0.02 | 1.64 | -0.62 | 1.82 | 0.71 | -0.43 | 1.06 | 2.84 | 1.28 | -0.07 | 0.62 | 0.73 | -0.88 | -0.22 | 1.81 | 0.42 |
| Standard Deviation(%) | NA | 17.62 | 15.28 | 20.09 | 20.20 | NA | NA | … | … | 19.56 | 10.66 | 12.80 | 20.84 | 30.77 | 36.36 | 12.68 | 16.63 | 8.36 | 15.63 | 15.95 | 12.26 | 12.14 | 13.69 | 25.36 | 20.78 | 31.52 | 43.05 | 17.45 | 10.34 | 11.66 |
| Draw Down(%) | NA | 15.90 | 15.90 | 34.96 | 38.99 | NA | NA | … | … | 14.31 | 8.12 | 10.71 | 17.78 | 25.45 | 38.99 | 7.41 | 20.81 | 5.16 | 14.75 | 14.18 | 9.68 | 5.80 | 11.02 | 22.10 | 18.42 | 30.06 | 48.78 | 13.85 | 7.65 | 8.04 |
| Yield(%) | 0.00 | 7.18 | 5.88 | 4.09 | 6.16 | 7.91 | 5.65 | … | … | 0.68 | 8.00 | 7.33 | 1.05 | 0.62 | 2.52 | 8.98 | 11.48 | 16.09 | 2.14 | 5.31 | 9.19 | 0.91 | 1.31 | 1.06 | 0.48 | 1.58 | 0.74 | 1.55 | 2.12 | 4.36 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| JIVCX (JPMORGAN INTREPID VALUE FUND CLASS C) |
-17.00%
Feb 2006 – Feb 2009 |
-4.04%
May 2007 – May 2012 |
3.47%
Oct 2013 – Oct 2023 |
3.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVCX (JPMORGAN INTREPID VALUE FUND CLASS C) |
23.98%
Sep 2011 – Sep 2014 |
22.38%
Feb 2009 – Feb 2014 |
14.33%
Feb 2009 – Feb 2019 |
10.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart