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JPMorgan U.S. Applied Data Sci Val R5 (JIVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.100.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.80%
5-Year Average Return9.92%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Jul 2, 2024)35.68%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return35.68%
Worst 3-Yr Total Return4.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJIVRXCategory
YTD8.09%4.44%
1-Month-0.32%-4.04%
3-Month-1.71%4.09%
1-Year15.87%14.37%
3-Year7.36%6.04%
5-Year10.34%9.20%
10-Year8.45%8.57%
Last Bull Market24.65%22.97%
Last Bear Market-11.10%-11.27%

Annual Total Return (%) History

Year
JIVRXCategory
2024
N/AN/A
2023
12.23%11.63%
2022
-6.05%-5.90%
2021
31.63%26.22%
2020
1.71%2.91%
2019
23.31%25.04%
2018
-8.17%-8.53%
2017
16.87%15.94%
2016
12.27%14.81%
2015
-5.96%-4.05%
2014
14.17%10.21%
2013
35.68%31.21%
2012
18.40%14.57%
2011
-0.86%-0.75%
2010
14.06%13.66%
2009
24.14%24.13%
2008
-36.39%-37.09%
2007
0.29%1.42%
2006
N/A18.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.97%-1.71%N/AN/A
20230.04%4.66%-2.63%10.09%
2022-0.34%-11.10%-4.91%11.51%
202114.34%6.02%-0.73%9.39%
2020-27.11%15.10%4.24%16.31%
201911.88%2.84%0.54%6.61%
2018-0.59%1.71%5.95%-14.27%
20172.37%1.40%5.03%7.20%
2016-1.25%0.92%3.11%9.26%
2015-0.15%0.21%-9.61%3.96%
20142.47%5.58%0.55%4.96%
201311.78%3.73%4.93%11.53%
201212.34%-3.43%7.23%1.78%
20117.08%-0.05%-17.18%11.85%
20106.25%-13.25%10.92%11.57%
2009-15.79%18.40%18.46%5.11%
2008-9.55%-2.78%-6.41%-22.70%
20071.80%4.81%-0.58%-5.45%
20064.84%8.00%N/AN/A

Rank In Category (By Total Return)

YTD38
1-Month38
3-Month54
1-Year40
3-Year36
5-Year41

Load Adjusted Returns

1-Year15.87%
3-Year7.36%
5-Year10.34%
10-Year8.45%