Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIGZX (JPMORGAN INTREPID GROWTH FUND CLASS R2) | 4.47% | 23.19% | 23.89% | 14.45% | 15.71% | 14.45% | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIGZX (JPMORGAN INTREPID GROWTH FUND CLASS R2) | 11/14/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.46 | 23.19 | 23.89 | 14.45 | 15.71 | 14.45 | NA | … | … | 4.47 | 12.70 | 24.69 | 40.38 | -30.73 | 5.99 | 16.21 | 28.58 | -3.93 | 31.26 | 5.19 | 1.63 | 15.82 | 33.63 | 15.36 | 0.89 | 15.31 | 33.04 | 3.02 |
| Sharpe Ratio | NA | 1.44 | 1.10 | 0.58 | 0.68 | NA | NA | … | … | 0.52 | 0.41 | 1.01 | 2.37 | -1.09 | 0.22 | 0.45 | 1.88 | -0.26 | 3.65 | 0.35 | 0.10 | 1.21 | 2.86 | 1.13 | 0.04 | 0.79 | 1.32 | 0.56 |
| Standard Deviation(%) | NA | 15.64 | 18.78 | 20.80 | 20.84 | NA | NA | … | … | 17.60 | 24.59 | 17.94 | 15.36 | 29.46 | 27.21 | 35.41 | 14.49 | 20.35 | 8.43 | 14.09 | 15.78 | 13.05 | 11.73 | 13.61 | 24.43 | 19.21 | 24.91 | 48.89 |
| Draw Down(%) | NA | 14.74 | 23.13 | 31.46 | 31.46 | NA | NA | … | … | 12.69 | 23.13 | 11.92 | 9.52 | 32.48 | 22.08 | 31.37 | 9.19 | 22.27 | 2.35 | 12.15 | 11.26 | 8.98 | 6.40 | 10.15 | 19.73 | 17.25 | 20.86 | 11.03 |
| Yield(%) | 0.00 | 8.78 | 7.33 | 8.43 | 10.53 | 12.31 | 15.21 | … | … | 0.00 | 8.93 | 7.54 | 0.92 | 2.95 | 24.31 | 0.72 | 14.67 | 10.67 | 0.27 | 0.58 | 0.72 | 0.19 | 0.19 | 0.93 | 0.08 | 0.51 | 0.70 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGZX (JPMORGAN INTREPID GROWTH FUND CLASS R2) |
2.89%
Dec 2019 – Dec 2022 |
6.12%
Dec 2017 – Dec 2022 |
10.81%
Sep 2012 – Sep 2022 |
12.99%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGZX (JPMORGAN INTREPID GROWTH FUND CLASS R2) |
31.06%
Sep 2022 – Sep 2025 |
22.78%
Feb 2009 – Feb 2014 |
17.09%
Feb 2009 – Feb 2019 |
16.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart