Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOOQX (JPMORGAN INTREPID MID CAP FUND CLASS R4) | NA | -2.63% | 7.93% | 4.57% | NA | NA | NA | … | … |
Data as of 12/26/2025, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOOQX (JPMORGAN INTREPID MID CAP FUND CLASS R4) | 09/12/2016 | 12/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.63 | 7.93 | 4.57 | NA | NA | NA | … | … | -0.93 | 11.34 | 13.28 | -18.99 | 23.26 | 10.13 | 26.24 | -11.49 | 16.95 | 3.68 |
| Sharpe Ratio | NA | -0.29 | 0.26 | 0.12 | NA | NA | NA | … | … | -0.20 | 0.52 | 0.59 | -0.82 | 1.55 | 0.25 | 1.89 | -0.79 | 1.85 | 1.08 |
| Standard Deviation(%) | NA | 19.11 | 16.91 | 18.43 | NA | NA | NA | … | … | 19.18 | 14.82 | 16.48 | 24.91 | 15.00 | 39.92 | 13.13 | 16.38 | 8.83 | 11.39 |
| Draw Down(%) | NA | 20.29 | 23.35 | 24.94 | NA | NA | NA | … | … | 20.29 | 8.06 | 16.55 | 24.37 | 7.28 | 41.32 | 8.73 | 22.01 | 3.82 | 5.46 |
| Yield(%) | 0.00 | 0.00 | 0.85 | 6.37 | 7.42 | 4.95 | 3.71 | … | … | 0.00 | 1.73 | 0.59 | 8.91 | 21.19 | 4.12 | 12.90 | 18.47 | 8.46 | 0.52 |
Data as of 12/26/2025, 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 |
|---|---|---|---|---|
| WOOQX (JPMORGAN INTREPID MID CAP FUND CLASS R4) |
-3.74%
Mar 2017 – Mar 2020 |
3.61%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOQX (JPMORGAN INTREPID MID CAP FUND CLASS R4) |
19.67%
Dec 2018 – Dec 2021 |
13.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart