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JPMorgan U.S. Applied Data Sci Val R6 (JIVMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.09-0.01 (-0.03%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.82%
5-Year Average Return10.04%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jul 4, 2024)35.74%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return35.74%
Worst 3-Yr Total Return4.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJIVMXCategory
YTD8.14%4.44%
1-Month-0.33%-4.04%
3-Month-1.69%4.09%
1-Year15.98%14.37%
3-Year7.47%6.04%
5-Year10.45%9.20%
10-Year8.54%8.57%
Last Bull Market24.71%22.97%
Last Bear Market-11.07%-11.27%

Annual Total Return (%) History

Year
JIVMXCategory
2024
N/AN/A
2023
12.34%11.63%
2022
-5.95%-5.90%
2021
31.75%26.22%
2020
1.81%2.91%
2019
23.44%25.04%
2018
-8.06%-8.53%
2017
16.94%15.94%
2016
12.32%14.81%
2015
-5.91%-4.05%
2014
14.22%10.21%
2013
35.74%31.21%
2012
18.45%14.57%
2011
-0.77%-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.00%-1.69%N/AN/A
20230.06%4.68%-2.61%10.12%
2022-0.31%-11.07%-4.88%11.53%
202114.36%6.05%-0.71%9.41%
2020-27.11%15.11%4.27%16.38%
201911.86%2.91%0.56%6.63%
2018-0.57%1.73%5.98%-14.24%
20172.38%1.44%5.01%7.22%
2016-1.21%0.90%3.12%9.27%
2015-0.14%0.25%-9.62%3.98%
20142.48%5.60%0.56%4.97%
201311.79%3.74%4.94%11.54%
201212.36%-3.42%7.24%1.79%
20117.14%-0.04%-17.17%11.86%

Rank In Category (By Total Return)

YTD37
1-Month39
3-Month53
1-Year38
3-Year34
5-Year39

Load Adjusted Returns

1-Year15.98%
3-Year7.47%
5-Year10.45%
10-Year8.54%