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JPMorgan Large Cap Value R6 (JLVMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.38-0.14 (-0.72%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.59%
5-Year Average Return11.65%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)36.23%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return36.23%
Worst 3-Yr Total Return6.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLVMXCategory
YTD7.84%17.52%
1-Month6.10%-0.87%
3-Month7.84%5.51%
1-Year18.43%42.88%
3-Year8.41%11.93%
5-Year13.46%12.07%
10-Year11.07%10.95%
Last Bull Market52.57%23.18%
Last Bear Market-12.68%-17.87%

Annual Total Return (%) History

Year
JLVMXCategory
2024
N/AN/A
2023
11.55%N/A
2022
0.11%N/A
2021
24.03%N/A
2020
10.81%2.91%
2019
27.74%25.04%
2018
-14.96%-8.53%
2017
17.92%15.94%
2016
22.39%14.81%
2015
-1.65%-4.05%
2014
14.75%10.21%
2013
36.23%31.21%
2012
16.64%14.57%
2011
-4.46%-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.84%N/AN/AN/A
20231.57%2.91%-3.30%10.37%
20226.84%-12.68%-4.72%12.62%
202117.23%3.67%-4.15%6.48%
2020-32.32%22.32%5.15%27.30%
201912.46%2.36%1.35%9.48%
2018-3.52%-0.05%5.23%-16.20%
20174.42%1.73%3.50%7.24%
20162.07%-1.18%6.84%13.58%
20150.21%1.08%-7.63%5.12%
20142.49%5.15%0.06%6.42%
201312.40%4.58%4.55%10.84%
201214.28%-6.95%6.88%2.63%
20115.17%-1.13%-18.47%12.70%

Rank In Category (By Total Return)

YTD66
1-Month17
3-Month66
1-Year69
3-Year60
5-Year13

Load Adjusted Returns

1-Year18.43%
3-Year8.41%
5-Year13.46%
10-Year11.07%