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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
6.03%
5-Year Average Return
8.87%
Number of Years Up
4
Number of Years Down
3
Best 1 Yr Total Return (Jul 2, 2024)
28.97%
Worst 1 Yr Total Return (Jul 2, 2024)
N/A
Best 3-Yr Total Return
28.97%
Worst 3-Yr Total Return
4.52%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
JVAYX
Category
YTD
6.57%
4.44%
1-Month
-1.07%
-4.04%
3-Month
-2.83%
4.09%
1-Year
15.20%
14.37%
3-Year
6.21%
6.04%
5-Year
9.34%
9.20%
10-Year
8.43%
8.57%
Last Bull Market
25.26%
22.97%
Last Bear Market
-10.81%
-11.27%
Annual Total Return (%) History
Year
JVAYX
Category
2024
N/A
N/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/A
14.81%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.67%
-2.83%
N/A
N/A
2023
-1.53%
3.34%
-2.49%
10.87%
2022
2.21%
-10.81%
-5.04%
11.29%
2021
14.20%
6.46%
-0.44%
6.55%
2020
-30.39%
14.49%
3.06%
19.90%
2019
12.52%
3.90%
1.29%
7.55%
2018
-2.81%
1.80%
4.89%
-12.28%
2017
2.95%
1.33%
3.12%
6.18%
2016
8.93%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
59
1-Month
73
3-Month
77
1-Year
44
3-Year
56
5-Year
61
Load Adjusted Returns
1-Year
15.20%
3-Year
6.21%
5-Year
9.34%
10-Year
8.43%
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