Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOOSX (JPMORGAN INTREPID MID CAP FUND CLASS R6) | 5.94% | 6.44% | 8.48% | 3.07% | 7.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOOSX (JPMORGAN INTREPID MID CAP FUND CLASS R6) | 11/03/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 6.44 | 8.48 | 3.07 | 7.33 | NA | NA | … | … | 5.94 | -7.25 | 10.98 | 13.56 | -18.76 | 23.56 | 10.36 | 26.56 | -11.26 | 17.27 | 12.39 | -4.06 |
| Sharpe Ratio | NA | 0.40 | 0.37 | 0.04 | 0.29 | NA | NA | … | … | 1.03 | -0.48 | 0.49 | 0.61 | -0.81 | 1.56 | 0.25 | 1.91 | -0.78 | 1.89 | 0.79 | -1.49 |
| Standard Deviation(%) | NA | 15.90 | 17.22 | 18.80 | 20.26 | NA | NA | … | … | 17.28 | 21.29 | 14.86 | 16.38 | 24.90 | 15.05 | 39.95 | 13.17 | 16.35 | 8.85 | 15.35 | 15.48 |
| Draw Down(%) | NA | 11.32 | 23.75 | 24.78 | 41.35 | NA | NA | … | … | 11.16 | 20.23 | 8.58 | 16.34 | 24.21 | 7.31 | 41.35 | 8.70 | 21.91 | 3.77 | 12.71 | 6.26 |
| Yield(%) | 0.00 | 6.79 | 3.44 | 6.73 | 8.33 | 5.68 | 4.26 | … | … | 0.00 | 6.65 | 1.36 | 0.85 | 9.10 | 21.09 | 4.35 | 13.14 | 18.64 | 8.57 | 1.06 | 8.14 |
Data as of 06/05/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOSX (JPMORGAN INTREPID MID CAP FUND CLASS R6) |
-3.52%
Mar 2017 – Mar 2020 |
2.39%
Mar 2021 – Mar 2026 |
6.82%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOOSX (JPMORGAN INTREPID MID CAP FUND CLASS R6) |
19.95%
Dec 2018 – Dec 2021 |
13.18%
Mar 2020 – Mar 2025 |
8.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart