Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOOPX (JPMORGAN INTREPID MID CAP FUND SELECT CLASS) | 5.78% | 6.13% | 8.21% | -3.21% | 3.56% | 6.08% | 5.44% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOOPX (JPMORGAN INTREPID MID CAP FUND SELECT CLASS) | 06/20/1996 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 6.13 | 8.21 | -3.21 | 3.56 | 6.08 | 5.44 | … | … | 5.78 | -2.62 | 10.68 | 13.31 | -27.50 | 1.83 | 6.78 | 26.22 | -11.49 | 16.94 | 12.14 | -6.06 | 15.40 | 40.35 | 16.20 | -1.56 | 19.86 | 35.93 | -39.45 | 2.89 | 13.89 | 17.39 | 14.45 | 30.50 | -18.92 | -3.38 | 20.52 | 10.73 | 4.49 | 27.90 | 14.48 |
| Sharpe Ratio | NA | 0.22 | 0.29 | -0.27 | 0.09 | NA | NA | … | … | 0.66 | -0.27 | 0.48 | 0.59 | -1.08 | 0.07 | 0.16 | 1.88 | -0.79 | 1.85 | 0.78 | -0.39 | 1.20 | 3.22 | 1.14 | -0.06 | 0.93 | 1.20 | -0.98 | -0.01 | 0.78 | 1.11 | 1.04 | 1.86 | -0.81 | -0.27 | 0.63 | 0.46 | 0.05 | 2.09 | 2.33 |
| Standard Deviation(%) | NA | 16.08 | 17.21 | 21.30 | 21.50 | NA | NA | … | … | 17.38 | 20.58 | 14.80 | 16.47 | 26.94 | 24.85 | 40.12 | 13.15 | 16.35 | 8.85 | 15.36 | 15.49 | 12.87 | 12.51 | 14.29 | 27.84 | 21.23 | 29.82 | 41.21 | 17.83 | 13.41 | 13.61 | 12.97 | 16.04 | 24.62 | 22.36 | 25.68 | 16.07 | 22.19 | 11.51 | 10.86 |
| Draw Down(%) | NA | 11.37 | 23.82 | 43.34 | 43.34 | NA | NA | … | … | 11.20 | 20.29 | 8.61 | 16.52 | 28.85 | 22.62 | 41.30 | 8.70 | 22.03 | 3.78 | 12.75 | 15.72 | 9.79 | 6.68 | 11.29 | 26.39 | 18.07 | 26.03 | 53.05 | 14.45 | 12.46 | 9.39 | 9.33 | 12.22 | 32.97 | 25.90 | 13.23 | 14.96 | 37.26 | 8.47 | 7.70 |
| Yield(%) | 0.00 | 6.55 | 3.15 | 1.29 | 4.91 | 6.79 | 5.86 | … | … | 0.00 | 6.41 | 1.08 | 0.56 | 0.13 | 0.00 | 0.80 | 12.81 | 18.39 | 8.29 | 0.82 | 8.13 | 15.82 | 1.32 | 1.28 | 0.75 | 0.98 | 1.82 | 2.19 | 10.78 | 10.55 | 32.79 | 6.11 | 0.22 | 0.16 | 5.08 | 24.10 | 15.14 | 6.66 | 9.01 | 7.93 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOPX (JPMORGAN INTREPID MID CAP FUND SELECT CLASS) |
-17.05%
Feb 2006 – Feb 2009 |
-4.56%
Feb 2004 – Feb 2009 |
1.74%
Feb 1999 – Feb 2009 |
4.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOPX (JPMORGAN INTREPID MID CAP FUND SELECT CLASS) |
27.99%
Feb 2009 – Feb 2012 |
25.84%
Feb 2009 – Feb 2014 |
16.01%
Feb 2009 – Feb 2019 |
11.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart