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JPMorgan Small Cap Value R3 (JSVPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.57+0.28 (+1.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.40%
5-Year Average Return8.15%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)32.36%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.36%
Worst 3-Yr Total Return1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJSVPXCategory
YTD3.13%26.79%
1-Month3.64%-1.77%
3-Month1.75%4.45%
1-Year21.57%71.02%
3-Year0.89%9.35%
5-Year9.82%12.17%
10-Year6.41%9.95%
Last Bull Market27.99%28.07%
Last Bear Market-15.19%-24.24%

Annual Total Return (%) History

Year
JSVPXCategory
2024
N/AN/A
2023
12.71%N/A
2022
-13.63%N/A
2021
32.36%N/A
2020
5.81%4.02%
2019
18.84%21.43%
2018
-14.27%-15.46%
2017
2.87%8.54%
2016
N/A25.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.52%N/AN/AN/A
2023-0.82%3.44%-3.76%14.14%
2022-3.01%-15.19%-2.83%8.06%
202122.28%4.92%-2.57%5.88%
2020-34.69%19.13%1.97%33.38%
201911.61%-0.52%-0.17%7.21%
2018-2.29%7.94%-0.21%-18.55%
2017-2.37%-0.26%3.88%1.69%
201613.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month73
3-Month75
1-Year71
3-Year80
5-Year65

Load Adjusted Returns

1-Year21.57%
3-Year0.89%
5-Year9.82%
10-Year6.41%