Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIAX (JPMORGAN INTREPID AMERICA FUND SELECT CLASS) | NA | 9.76% | 12.51% | 8.55% | 12.18% | 8.38% | NA | … | … |
Data as of 11/13/2019, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIAX (JPMORGAN INTREPID AMERICA FUND SELECT CLASS) | 03/06/2003 | 11/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 9.76 | 12.51 | 8.55 | 12.18 | 8.38 | NA | … | … | 19.42 | -6.52 | 23.30 | 8.00 | -0.29 | 16.14 | 34.54 | 17.03 | -0.06 | 14.15 | 29.66 | -39.00 | 3.62 | 16.05 | 9.23 | 12.38 | 44.11 |
| Sharpe Ratio | NA | 0.51 | 0.85 | 0.55 | 0.74 | NA | NA | … | … | 1.52 | -0.43 | 2.97 | 0.54 | -0.02 | 1.30 | 2.90 | 1.26 | 0.00 | 0.70 | 1.07 | -0.99 | 0.04 | 1.18 | 0.60 | 0.93 | 3.69 |
| Standard Deviation(%) | NA | 16.28 | 13.71 | 14.35 | 15.91 | NA | NA | … | … | 13.90 | 18.10 | 7.66 | 14.25 | 15.72 | 12.45 | 11.91 | 13.55 | 25.02 | 19.99 | 27.72 | 40.26 | 17.06 | 10.84 | 11.71 | 12.35 | 14.93 |
| Draw Down(%) | NA | 15.88 | 21.34 | 21.34 | 21.34 | NA | NA | … | … | 7.84 | 21.34 | 2.85 | 12.55 | 12.36 | 9.32 | 6.05 | 10.35 | 21.01 | 17.53 | 24.00 | 49.80 | 11.51 | 8.69 | 8.30 | 10.03 | 6.05 |
| Yield(%) | 0.00 | 13.39 | 10.45 | 8.17 | 8.82 | 6.37 | 7.41 | … | … | 0.00 | 13.51 | 12.47 | 4.00 | 6.07 | 6.56 | 1.22 | 2.14 | 0.88 | 1.21 | 2.34 | 2.80 | 5.26 | 1.22 | 0.47 | 0.46 | 7.72 |
Data as of 11/13/2019, 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 |
|---|---|---|---|---|
| JPIAX (JPMORGAN INTREPID AMERICA FUND SELECT CLASS) |
-15.65%
Feb 2006 – Feb 2009 |
-5.68%
Feb 2004 – Feb 2009 |
5.88%
Oct 2006 – Oct 2016 |
7.66%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIAX (JPMORGAN INTREPID AMERICA FUND SELECT CLASS) |
24.51%
Feb 2009 – Feb 2012 |
22.72%
Feb 2009 – Feb 2014 |
16.15%
Feb 2009 – Feb 2019 |
10.20%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart