Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOOOX (JPMORGAN INTREPID MID CAP FUND CLASS R3) | 8.14% | 8.24% | 8.78% | 2.97% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOOOX (JPMORGAN INTREPID MID CAP FUND CLASS R3) | 09/12/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 8.24 | 8.78 | 2.97 | NA | NA | NA | … | … | 8.14 | -8.08 | 10.45 | 12.97 | -19.11 | 22.80 | 9.89 | 26.16 | -11.74 | 16.69 | 3.59 |
| Sharpe Ratio | NA | 0.37 | 0.34 | 0.02 | NA | NA | NA | … | … | 0.99 | -0.51 | 0.46 | 0.57 | -0.83 | 1.52 | 0.24 | 1.88 | -0.81 | 1.82 | 1.05 |
| Standard Deviation(%) | NA | 15.94 | 17.26 | 18.81 | NA | NA | NA | … | … | 17.22 | 21.61 | 14.85 | 16.43 | 24.86 | 15.00 | 39.96 | 13.15 | 16.33 | 8.86 | 11.37 |
| Draw Down(%) | NA | 11.43 | 23.90 | 25.10 | NA | NA | NA | … | … | 11.19 | 20.37 | 8.60 | 16.69 | 24.44 | 7.29 | 41.29 | 8.76 | 22.05 | 3.83 | 5.52 |
| Yield(%) | 0.00 | 7.13 | 3.24 | 6.96 | 8.11 | 5.41 | 4.05 | … | … | 0.00 | 6.97 | 1.00 | 0.22 | 9.69 | 22.79 | 3.59 | 13.65 | 19.34 | 8.65 | 0.47 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOOX (JPMORGAN INTREPID MID CAP FUND CLASS R3) |
-3.93%
Mar 2017 – Mar 2020 |
1.88%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOOX (JPMORGAN INTREPID MID CAP FUND CLASS R3) |
19.41%
Dec 2018 – Dec 2021 |
12.63%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart