Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGISX (JPMORGAN INTREPID GROWTH FUND CLASS R6) | 4.65% | 23.95% | 24.77% | 15.28% | 17.61% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGISX (JPMORGAN INTREPID GROWTH FUND CLASS R6) | 11/03/2015 | 06/09/2026 |
| 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 (%) | -4.45 | 23.95 | 24.77 | 15.28 | 17.61 | NA | NA | … | … | 4.65 | 13.75 | 32.82 | 42.38 | -27.39 | 31.01 | 28.08 | 29.56 | -3.19 | 32.21 | 5.97 | -2.60 |
| Sharpe Ratio | NA | 1.49 | 1.15 | 0.62 | 0.78 | NA | NA | … | … | 0.55 | 0.45 | 1.74 | 2.54 | -0.99 | 1.91 | 0.81 | 1.94 | -0.23 | 3.76 | 0.41 | -1.02 |
| Standard Deviation(%) | NA | 15.64 | 18.78 | 20.79 | 20.63 | NA | NA | … | … | 17.60 | 24.42 | 16.77 | 15.41 | 29.32 | 16.20 | 34.20 | 14.50 | 20.36 | 8.42 | 14.08 | 15.16 |
| Draw Down(%) | NA | 14.49 | 23.02 | 31.05 | 31.32 | NA | NA | … | … | 12.61 | 23.02 | 11.86 | 9.32 | 30.78 | 6.70 | 31.32 | 9.12 | 22.14 | 2.32 | 12.09 | 4.38 |
| Yield(%) | 0.00 | 8.59 | 7.49 | 8.56 | 12.47 | 8.17 | 6.13 | … | … | 0.00 | 8.76 | 7.62 | 1.62 | 3.26 | 23.97 | 11.56 | 15.12 | 11.02 | 1.15 | 1.22 | 1.08 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JGISX (JPMORGAN INTREPID GROWTH FUND CLASS R6) |
6.81%
Dec 2019 – Dec 2022 |
8.85%
Dec 2017 – Dec 2022 |
16.20%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGISX (JPMORGAN INTREPID GROWTH FUND CLASS R6) |
32.04%
Sep 2022 – Sep 2025 |
22.71%
Dec 2016 – Dec 2021 |
18.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart