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JPMorgan Large Cap Value R5 (JLVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.22-0.12 (-0.59%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.38%
5-Year Average Return12.81%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)36.16%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return36.16%
Worst 3-Yr Total Return6.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLVRXCategory
YTD7.01%4.44%
1-Month3.35%-4.04%
3-Month5.25%4.09%
1-Year22.14%14.37%
3-Year5.66%6.04%
5-Year14.12%9.20%
10-Year10.70%8.57%
Last Bull Market23.93%22.97%
Last Bear Market-12.66%-11.27%

Annual Total Return (%) History

Year
JLVRXCategory
2024
N/AN/A
2023
11.40%11.63%
2022
0.01%-5.90%
2021
23.92%26.22%
2020
10.75%2.91%
2019
27.59%25.04%
2018
-15.06%-8.53%
2017
17.87%15.94%
2016
22.24%14.81%
2015
-1.72%-4.05%
2014
14.79%10.21%
2013
36.16%31.21%
2012
16.59%14.57%
2011
-4.50%-0.75%
2010
12.66%13.66%
2009
32.97%24.13%
2008
-38.97%-37.09%
2007
-0.96%1.42%
2006
N/A18.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.80%N/AN/AN/A
20231.53%2.86%-3.30%10.31%
20226.76%-12.66%-4.77%12.62%
202117.19%3.62%-4.14%6.45%
2020-32.33%22.33%5.17%27.22%
201912.44%2.39%1.24%9.47%
2018-3.58%-0.01%5.17%-16.23%
20174.38%1.77%3.53%7.18%
20162.03%-1.19%6.78%13.56%
20150.19%1.06%-7.70%5.16%
20142.53%5.12%0.04%6.45%
201312.37%4.64%4.52%10.79%
201214.27%-6.96%6.87%2.62%
20115.25%-1.23%-18.48%12.68%
20106.14%-12.97%9.09%11.79%
2009-11.63%21.51%17.60%5.29%
2008-11.32%-5.75%-8.12%-20.52%
20070.98%6.81%-0.99%-7.25%
20066.11%8.38%N/AN/A

Rank In Category (By Total Return)

YTD63
1-Month36
3-Month23
1-Year53
3-Year64
5-Year11

Load Adjusted Returns

1-Year22.14%
3-Year5.66%
5-Year14.12%
10-Year10.70%