Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ODMCX (JPMORGAN INTREPID MID CAP FUND CLASS C) | 6.93% | 5.80% | 7.24% | -6.67% | 1.15% | 4.15% | 3.84% | … | … |
Data as of 06/09/2026, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ODMCX (JPMORGAN INTREPID MID CAP FUND CLASS C) | 12/28/2000 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 5.80 | 7.24 | -6.67 | 1.15 | 4.15 | 3.84 | … | … | 6.93 | -3.30 | 9.89 | 12.41 | -32.61 | -7.68 | 4.63 | 25.31 | -12.09 | 16.01 | 11.10 | -6.89 | 14.34 | 39.18 | 15.16 | -2.46 | 18.30 | 34.51 | -39.94 | 2.03 | 12.91 | 16.36 | 13.22 | 29.15 | -19.69 | -4.39 | -1.66 |
| Sharpe Ratio | NA | 0.17 | 0.24 | -0.39 | -0.02 | NA | NA | … | … | 0.62 | -0.30 | 0.42 | 0.54 | -1.13 | -0.24 | 0.11 | 1.82 | -0.83 | 1.74 | 0.71 | -0.45 | 1.11 | 3.13 | 1.06 | -0.09 | 0.86 | 1.15 | -0.99 | -0.06 | 0.71 | 1.04 | 0.94 | 1.77 | -0.84 | -0.31 | NA |
| Standard Deviation(%) | NA | 16.07 | 17.23 | 24.05 | 22.90 | NA | NA | … | … | 17.30 | 20.62 | 14.85 | 16.40 | 30.18 | 32.46 | 40.14 | 13.11 | 16.38 | 8.87 | 15.37 | 15.51 | 12.88 | 12.52 | 14.31 | 27.88 | 21.26 | 29.85 | 41.18 | 17.87 | 13.38 | 13.60 | 12.97 | 16.04 | 24.66 | 22.38 | 0.00 |
| Draw Down(%) | NA | 11.58 | 24.01 | 52.27 | 52.27 | NA | NA | … | … | 11.30 | 20.42 | 8.59 | 16.98 | 33.88 | 29.33 | 41.33 | 8.77 | 22.14 | 3.84 | 12.87 | 16.10 | 9.86 | 6.74 | 11.38 | 26.53 | 18.54 | 26.20 | 53.20 | 14.81 | 12.51 | 9.50 | 9.65 | 12.36 | 33.28 | 26.14 | 1.66 |
| Yield(%) | 0.00 | 10.34 | 4.41 | 1.52 | 5.48 | 7.15 | 5.98 | … | … | 0.00 | 10.18 | 1.16 | 0.07 | 0.00 | 0.00 | 0.22 | 16.20 | 22.31 | 9.19 | 0.32 | 9.22 | 17.64 | 0.62 | 0.59 | 0.25 | 0.00 | 1.09 | 1.90 | 11.54 | 10.95 | 34.42 | 6.32 | 0.00 | 0.00 | 5.02 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODMCX (JPMORGAN INTREPID MID CAP FUND CLASS C) |
-17.74%
Feb 2006 – Feb 2009 |
-7.51%
Mar 2021 – Mar 2026 |
-0.42%
Apr 2015 – Apr 2025 |
2.60%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ODMCX (JPMORGAN INTREPID MID CAP FUND CLASS C) |
26.58%
Feb 2009 – Feb 2012 |
24.58%
Feb 2009 – Feb 2014 |
14.94%
Feb 2009 – Feb 2019 |
10.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart