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JPMorgan Value Advantage R6 (JVAYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.61-0.07 (-0.19%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.03%
5-Year Average Return8.87%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)28.97%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return28.97%
Worst 3-Yr Total Return4.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJVAYXCategory
YTD6.57%4.44%
1-Month-1.07%-4.04%
3-Month-2.83%4.09%
1-Year15.20%14.37%
3-Year6.21%6.04%
5-Year9.34%9.20%
10-Year8.43%8.57%
Last Bull Market25.26%22.97%
Last Bear Market-10.81%-11.27%

Annual Total Return (%) History

Year
JVAYXCategory
2024
N/AN/A
2023
10.00%11.63%
2022
-3.65%-5.90%
2021
28.97%26.22%
2020
-1.52%2.91%
2019
27.36%25.04%
2018
-8.96%-8.53%
2017
14.23%15.94%
2016
N/A14.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.67%-2.83%N/AN/A
2023-1.53%3.34%-2.49%10.87%
20222.21%-10.81%-5.04%11.29%
202114.20%6.46%-0.44%6.55%
2020-30.39%14.49%3.06%19.90%
201912.52%3.90%1.29%7.55%
2018-2.81%1.80%4.89%-12.28%
20172.95%1.33%3.12%6.18%
20168.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD59
1-Month73
3-Month77
1-Year44
3-Year56
5-Year61

Load Adjusted Returns

1-Year15.20%
3-Year6.21%
5-Year9.34%
10-Year8.43%