Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIVRX (JPMORGAN INTREPID VALUE FUND CLASS R5) | NA | -3.39% | 9.87% | 6.75% | 6.02% | 8.45% | NA | … | … |
Data as of 09/23/2025, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIVRX (JPMORGAN INTREPID VALUE FUND CLASS R5) | 05/17/2006 | 09/23/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.39 | 9.87 | 6.75 | 6.02 | 8.45 | NA | … | … | -1.74 | 15.43 | 12.34 | -10.10 | 1.93 | 0.58 | 23.41 | -8.13 | 16.83 | 12.29 | -6.06 | 14.00 | 35.68 | 18.40 | -0.86 | 14.06 | 24.15 | -36.38 | 0.29 | 15.27 |
| Sharpe Ratio | NA | -0.37 | 0.42 | 0.23 | 0.23 | NA | NA | … | … | -0.28 | 1.10 | 0.68 | -0.56 | 0.06 | 0.01 | 1.73 | -0.57 | 1.95 | 0.77 | -0.38 | 1.14 | 2.94 | 1.35 | -0.04 | 0.67 | 0.76 | -0.87 | -0.16 | 2.14 |
| Standard Deviation(%) | NA | 17.44 | 15.19 | 19.79 | 20.05 | NA | NA | … | … | 19.33 | 10.69 | 12.81 | 20.77 | 29.95 | 36.33 | 12.67 | 16.63 | 8.34 | 15.68 | 15.94 | 12.25 | 12.14 | 13.72 | 25.48 | 20.80 | 31.51 | 43.03 | 17.45 | 10.33 |
| Draw Down(%) | NA | 15.72 | 15.72 | 33.90 | 38.88 | NA | NA | … | … | 14.29 | 8.08 | 10.53 | 17.32 | 24.68 | 38.88 | 7.34 | 20.63 | 4.99 | 14.65 | 13.99 | 9.62 | 5.75 | 10.92 | 21.83 | 18.30 | 29.99 | 48.34 | 13.45 | 5.23 |
| Yield(%) | 0.00 | 7.37 | 6.44 | 4.85 | 6.81 | 8.99 | 6.08 | … | … | 0.79 | 8.54 | 7.87 | 1.76 | 1.55 | 3.23 | 9.73 | 11.89 | 16.71 | 2.97 | 6.03 | 9.86 | 1.81 | 2.17 | 1.85 | 1.15 | 2.53 | 1.40 | 2.39 | 2.03 |
Data as of 09/23/2025, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVRX (JPMORGAN INTREPID VALUE FUND CLASS R5) |
-11.88%
Jun 2007 – Jun 2010 |
-3.15%
May 2007 – May 2012 |
4.47%
Oct 2013 – Oct 2023 |
4.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIVRX (JPMORGAN INTREPID VALUE FUND CLASS R5) |
25.03%
Sep 2011 – Sep 2014 |
23.46%
Feb 2009 – Feb 2014 |
15.32%
Feb 2009 – Feb 2019 |
11.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart