Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIVX (JPMORGAN INTREPID VALUE FUND SELECT CLASS) | NA | -3.45% | 9.80% | 6.66% | 5.88% | 8.29% | 6.13% | … | … |
Data as of 09/23/2025, Common starting date is 03/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIVX (JPMORGAN INTREPID VALUE FUND SELECT CLASS) | 03/05/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.45 | 9.80 | 6.66 | 5.88 | 8.29 | 6.13 | … | … | -1.80 | 15.37 | 12.27 | -10.17 | 1.79 | 0.42 | 23.25 | -8.29 | 16.61 | 12.06 | -6.25 | 13.76 | 35.42 | 18.12 | -0.99 | 13.77 | 23.91 | -36.52 | 0.12 | 22.93 | 10.14 | 13.63 | 41.65 |
| Sharpe Ratio | NA | -0.37 | 0.42 | 0.23 | 0.22 | NA | NA | … | … | -0.28 | 1.10 | 0.68 | -0.56 | 0.06 | 0.00 | 1.72 | -0.58 | 1.92 | 0.76 | -0.39 | 1.12 | 2.91 | 1.33 | -0.04 | 0.66 | 0.76 | -0.87 | -0.17 | 1.89 | 0.68 | 1.09 | 3.83 |
| Standard Deviation(%) | NA | 17.45 | 15.19 | 19.82 | 20.07 | NA | NA | … | … | 19.35 | 10.68 | 12.79 | 20.79 | 30.03 | 36.34 | 12.66 | 16.63 | 8.33 | 15.68 | 15.93 | 12.23 | 12.15 | 13.69 | 25.47 | 20.78 | 31.53 | 43.02 | 17.43 | 10.39 | 11.59 | 11.61 | 13.45 |
| Draw Down(%) | NA | 15.73 | 15.73 | 33.98 | 38.90 | NA | NA | … | … | 14.28 | 8.09 | 10.57 | 17.34 | 24.77 | 38.90 | 7.33 | 20.65 | 5.02 | 14.66 | 14.04 | 9.65 | 5.73 | 10.90 | 21.90 | 18.28 | 30.01 | 48.42 | 13.53 | 7.60 | 7.87 | 8.79 | 4.72 |
| Yield(%) | 0.00 | 7.34 | 6.40 | 4.77 | 6.69 | 8.77 | 6.41 | … | … | 0.76 | 8.50 | 7.84 | 1.71 | 1.43 | 2.96 | 9.61 | 11.80 | 16.55 | 2.75 | 5.85 | 9.69 | 1.59 | 1.98 | 1.69 | 1.03 | 2.32 | 1.27 | 2.21 | 2.61 | 5.04 | 2.54 | 8.02 |
Data as of 09/23/2025, Common starting date is 03/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIVX (JPMORGAN INTREPID VALUE FUND SELECT CLASS) |
-16.38%
Feb 2006 – Feb 2009 |
-5.91%
Feb 2004 – Feb 2009 |
4.31%
Oct 2013 – Oct 2023 |
4.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIVX (JPMORGAN INTREPID VALUE FUND SELECT CLASS) |
24.79%
Sep 2011 – Sep 2014 |
23.22%
Feb 2009 – Feb 2014 |
15.11%
Feb 2009 – Feb 2019 |
11.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart