Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIVMX (JPMORGAN INTREPID VALUE FUND CLASS R6) | NA | -3.35% | 9.96% | 6.85% | 6.03% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIVMX (JPMORGAN INTREPID VALUE FUND CLASS R6) | 12/07/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.35 | 9.96 | 6.85 | 6.03 | NA | NA | … | … | -1.72 | 15.55 | 12.45 | -10.03 | 2.06 | 0.68 | 23.53 | -8.02 | 16.89 | 11.53 | -6.02 | 14.05 | 35.74 | 18.46 | -0.77 | 3.97 |
| Sharpe Ratio | NA | -0.37 | 0.43 | 0.24 | 0.23 | NA | NA | … | … | -0.28 | 1.12 | 0.69 | -0.55 | 0.07 | 0.01 | 1.74 | -0.57 | 1.95 | 0.72 | -0.38 | 1.14 | 2.94 | 1.35 | -0.03 | 11.86 |
| Standard Deviation(%) | NA | 17.44 | 15.20 | 19.80 | 20.06 | NA | NA | … | … | 19.34 | 10.69 | 12.79 | 20.80 | 29.94 | 36.34 | 12.69 | 16.64 | 8.37 | 15.63 | 15.92 | 12.26 | 12.14 | 13.71 | 25.49 | 6.58 |
| Draw Down(%) | NA | 15.70 | 15.70 | 33.85 | 38.86 | NA | NA | … | … | 14.30 | 8.09 | 10.54 | 17.26 | 24.68 | 38.86 | 7.33 | 20.59 | 4.98 | 14.65 | 13.96 | 9.63 | 5.72 | 10.85 | 21.81 | 0.66 |
| Yield(%) | 0.00 | 7.47 | 6.55 | 4.96 | 6.82 | 8.29 | 6.22 | … | … | 0.84 | 8.65 | 7.97 | 1.86 | 1.66 | 3.34 | 9.85 | 11.97 | 16.77 | 2.29 | 6.08 | 9.91 | 1.86 | 2.23 | 1.90 | 0.00 |
Data as of 09/23/2025, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVMX (JPMORGAN INTREPID VALUE FUND CLASS R6) |
-3.16%
Apr 2021 – Apr 2024 |
-0.01%
Sep 2018 – Sep 2023 |
4.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVMX (JPMORGAN INTREPID VALUE FUND CLASS R6) |
25.09%
Sep 2011 – Sep 2014 |
14.50%
Sep 2011 – Sep 2016 |
13.22%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart