Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIVZX (JPMORGAN INTREPID VALUE FUND CLASS R2) | NA | -4.01% | 9.11% | 5.89% | 5.19% | 7.67% | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIVZX (JPMORGAN INTREPID VALUE FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.01 | 9.11 | 5.89 | 5.19 | 7.67 | NA | … | … | -2.19 | 14.70 | 11.59 | -10.82 | 0.61 | -0.10 | 22.63 | -8.73 | 16.03 | 10.99 | -6.61 | 13.30 | 34.83 | 17.69 | -1.42 | 13.25 | 23.25 | 4.72 |
| Sharpe Ratio | NA | -0.40 | 0.37 | 0.19 | 0.18 | NA | NA | … | … | -0.31 | 1.04 | 0.63 | -0.59 | 0.02 | -0.01 | 1.67 | -0.61 | 1.85 | 0.69 | -0.42 | 1.08 | 2.86 | 1.30 | -0.06 | 0.63 | 0.73 | 0.73 |
| Standard Deviation(%) | NA | 17.59 | 15.26 | 20.01 | 20.17 | NA | NA | … | … | 19.51 | 10.68 | 12.79 | 20.82 | 30.55 | 36.39 | 12.66 | 16.63 | 8.36 | 15.64 | 15.92 | 12.26 | 12.15 | 13.70 | 25.50 | 20.82 | 31.51 | 61.96 |
| Draw Down(%) | NA | 15.85 | 15.85 | 34.72 | 38.94 | NA | NA | … | … | 14.31 | 8.10 | 10.69 | 17.69 | 25.26 | 38.94 | 7.39 | 20.75 | 5.12 | 14.70 | 14.11 | 9.68 | 5.80 | 10.96 | 22.01 | 18.42 | 30.06 | 14.91 |
| Yield(%) | 0.00 | 7.18 | 5.98 | 4.25 | 6.27 | 8.14 | 7.82 | … | … | 0.67 | 8.12 | 7.43 | 1.22 | 0.84 | 2.75 | 9.18 | 11.58 | 16.25 | 1.84 | 5.66 | 9.42 | 1.17 | 1.58 | 1.31 | 0.67 | 1.83 | 0.00 |
Data as of 09/23/2025, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVZX (JPMORGAN INTREPID VALUE FUND CLASS R2) |
-4.16%
Apr 2021 – Apr 2024 |
-0.92%
Sep 2018 – Sep 2023 |
3.66%
Oct 2013 – Oct 2023 |
7.23%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVZX (JPMORGAN INTREPID VALUE FUND CLASS R2) |
24.29%
Sep 2011 – Sep 2014 |
22.69%
Feb 2009 – Feb 2014 |
14.54%
Feb 2009 – Feb 2019 |
10.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart