Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPGSX (JPMORGAN INTREPID GROWTH FUND SELECT CLASS) | 2.45% | 20.51% | 23.05% | 9.21% | 13.58% | 13.28% | 10.95% | … | … |
Data as of 06/10/2026, Common starting date is 03/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPGSX (JPMORGAN INTREPID GROWTH FUND SELECT CLASS) | 03/13/2003 | 06/10/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.24 | 20.51 | 23.05 | 9.21 | 13.58 | 13.28 | 10.95 | … | … | 2.45 | 20.56 | 32.49 | 42.04 | -30.21 | 7.84 | 17.34 | 29.24 | -3.44 | 31.89 | 5.70 | 2.15 | 16.39 | 34.30 | 15.95 | 1.38 | 16.00 | 33.82 | -39.24 | 11.16 | 9.38 | 8.80 | 2.45 | 37.29 |
| Sharpe Ratio | NA | 1.47 | 1.13 | 0.33 | 0.56 | NA | NA | … | … | 0.53 | 0.77 | 1.72 | 2.52 | -1.08 | 0.30 | 0.48 | 1.91 | -0.24 | 3.72 | 0.39 | 0.13 | 1.26 | 2.92 | 1.18 | 0.06 | 0.83 | 1.35 | -1.07 | 0.47 | 0.50 | 0.55 | 0.10 | 2.87 |
| Standard Deviation(%) | NA | 15.64 | 18.78 | 22.77 | 21.83 | NA | NA | … | … | 17.61 | 23.16 | 16.78 | 15.39 | 29.41 | 26.21 | 35.30 | 14.54 | 20.36 | 8.43 | 14.06 | 15.77 | 13.05 | 11.74 | 13.60 | 24.42 | 19.17 | 24.90 | 37.43 | 17.11 | 12.06 | 11.85 | 15.39 | 16.57 |
| Draw Down(%) | NA | 14.59 | 23.05 | 43.31 | 43.31 | NA | NA | … | … | 12.65 | 23.05 | 11.89 | 9.39 | 31.96 | 21.10 | 31.34 | 9.13 | 22.19 | 2.33 | 12.12 | 11.18 | 8.94 | 6.37 | 10.11 | 19.63 | 17.18 | 20.74 | 48.21 | 11.23 | 10.24 | 7.85 | 14.76 | 5.72 |
| Yield(%) | 0.00 | 8.04 | 6.91 | 3.51 | 6.65 | 8.08 | 7.37 | … | … | 0.00 | 8.23 | 7.20 | 1.30 | 0.21 | 0.19 | 1.16 | 14.59 | 10.64 | 0.82 | 0.95 | 0.05 | 0.61 | 0.90 | 1.12 | 0.57 | 1.08 | 1.17 | 0.49 | 2.08 | 0.29 | 0.25 | 5.16 | 5.29 |
Data as of 06/10/2026, Common starting date is 03/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPGSX (JPMORGAN INTREPID GROWTH FUND SELECT CLASS) |
-14.53%
Feb 2006 – Feb 2009 |
-6.87%
Feb 2004 – Feb 2009 |
6.76%
Aug 2003 – Aug 2013 |
6.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPGSX (JPMORGAN INTREPID GROWTH FUND SELECT CLASS) |
31.40%
Dec 2022 – Dec 2025 |
23.42%
Feb 2009 – Feb 2014 |
17.69%
Feb 2009 – Feb 2019 |
14.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart