Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PECAX (JPMORGAN INTREPID MID CAP FUND CLASS A) | 0.00% | 9.61% | 7.49% | 9.28% | 6.37% | 10.18% | 7.38% | 8.99% |
Data as of 07/02/2025, AR inception is 06/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PECAX (JPMORGAN INTREPID MID CAP FUND CLASS A) | 06/29/1992 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.00 | 9.61 | 7.49 | 9.28 | 6.37 | 10.18 | 7.38 | 8.99 | 0.00 | 10.41 | 13.04 | -19.12 | 22.81 | 9.91 | 25.96 | -11.72 | 16.68 | 11.82 | -6.34 | 15.12 | 40.03 | 15.83 | -1.78 | 19.13 | 35.40 | -39.54 | 2.59 | 13.58 | 17.01 | 14.22 | 30.17 | -19.07 | -3.65 | 20.19 | 10.54 | 4.15 | 27.58 | 24.46 | 14.04 | -6.69 | 17.96 | 18.74 |
| Sharpe Ratio | NA | 0.06 | 0.24 | 0.32 | 0.21 | NA | NA | 0.36 | -0.48 | 0.46 | 0.58 | -0.83 | 1.46 | 0.24 | 1.86 | -0.80 | 1.81 | 0.76 | -0.41 | 1.17 | 3.19 | 1.11 | -0.07 | 0.90 | 1.19 | -0.98 | -0.03 | 0.76 | 1.08 | 0.86 | 1.85 | -0.82 | -0.28 | 0.62 | 0.45 | 0.03 | 2.07 | 2.01 | 1.03 | -0.96 | 1.68 | 4.28 |
| Standard Deviation(%) | NA | 21.09 | 19.09 | 19.16 | 20.46 | NA | NA | 19.72 | 25.50 | 14.90 | 16.45 | 24.93 | 15.59 | 39.98 | 13.13 | 16.36 | 8.88 | 15.34 | 15.51 | 12.87 | 12.55 | 14.29 | 27.83 | 21.23 | 29.72 | 41.12 | 17.82 | 13.41 | 13.62 | 15.33 | 15.93 | 24.63 | 22.35 | 25.62 | 16.06 | 22.16 | 11.51 | 10.24 | 9.74 | 10.16 | 9.37 | 8.79 |
| Draw Down(%) | NA | 23.89 | 23.89 | 25.10 | 41.36 | NA | NA | 58.33 | 20.35 | 8.61 | 16.64 | 24.44 | 7.28 | 41.36 | 8.76 | 22.08 | 3.83 | 12.78 | 15.86 | 9.79 | 6.71 | 11.30 | 26.42 | 18.45 | 26.04 | 53.05 | 14.59 | 12.50 | 9.38 | 9.37 | 12.18 | 33.01 | 25.97 | 13.22 | 15.01 | 37.35 | 8.48 | 8.88 | 10.14 | 12.44 | 5.35 | 3.65 |
| Yield(%) | 0.00 | 0.96 | 4.39 | 8.95 | 7.80 | 12.40 | 7.50 | 13.17 | 0.00 | 0.97 | 0.40 | 9.66 | 22.75 | 4.15 | 13.43 | 19.09 | 8.48 | 0.66 | 8.31 | 16.17 | 1.09 | 1.07 | 0.54 | 0.33 | 1.61 | 2.08 | 10.84 | 10.57 | 33.13 | 6.10 | 0.03 | 0.01 | 4.97 | 24.09 | 15.22 | 6.68 | 8.94 | 8.13 | 0.46 | 1.27 | 0.77 | 1.18 |
Data as of 07/02/2025, AR inception is 06/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PECAX (JPMORGAN INTREPID MID CAP FUND CLASS A) |
-17.25%
Feb 2006 - Feb 2009 |
-4.79%
Feb 2004 - Feb 2009 |
1.49%
Feb 1999 - Feb 2009 |
4.12%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PECAX (JPMORGAN INTREPID MID CAP FUND CLASS A) |
27.44%
Feb 2009 - Feb 2012 |
25.39%
Feb 2009 - Feb 2014 |
15.66%
Feb 2009 - Feb 2019 |
12.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart