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JPMorgan Large Cap Value A (OLVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.07+0.16 (+0.80%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.50%
5-Year Average Return11.27%
Number of Years Up23
Number of Years Down8
Best 1 Yr Total Return (May 2, 2024)35.65%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return35.65%
Worst 3-Yr Total Return5.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOLVAXCategory
YTD3.46%17.52%
1-Month-3.96%-0.87%
3-Month3.89%5.51%
1-Year11.69%42.88%
3-Year5.20%11.93%
5-Year11.10%12.07%
10-Year10.16%10.95%
Last Bull Market23.71%23.18%
Last Bear Market-12.78%-17.87%

Annual Total Return (%) History

Year
OLVAXCategory
2024
N/AN/A
2023
10.97%N/A
2022
-0.38%N/A
2021
23.45%N/A
2020
10.26%2.91%
2019
27.12%25.04%
2018
-15.43%-8.53%
2017
17.50%15.94%
2016
21.88%14.81%
2015
-2.05%-4.05%
2014
14.27%10.21%
2013
35.65%31.21%
2012
16.26%14.57%
2011
-4.87%-0.75%
2010
12.06%13.66%
2009
32.47%24.13%
2008
-39.20%-37.09%
2007
-1.36%1.42%
2006
20.10%18.15%
2005
3.80%5.95%
2004
14.81%12.97%
2003
29.25%28.44%
2002
-22.85%-18.69%
2001
-13.21%-4.99%
2000
5.62%7.87%
1999
11.59%6.72%
1998
14.03%12.00%
1997
26.08%26.61%
1996
19.60%20.08%
1995
24.29%32.39%
1994
1.06%-0.70%
1993
3.98%13.61%
1992
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.73%N/AN/AN/A
20231.48%2.79%-3.42%10.17%
20226.72%-12.78%-4.83%12.46%
202117.14%3.50%-4.21%6.30%
2020-32.42%22.21%5.02%27.12%
201912.39%2.27%1.14%9.35%
2018-3.66%-0.18%5.16%-16.38%
20174.34%1.67%3.42%7.10%
20161.95%-1.27%6.72%13.47%
20150.16%0.97%-7.72%4.96%
20142.42%5.01%-0.03%6.28%
201312.26%4.43%4.49%10.74%
201214.14%-6.99%6.82%2.52%
20115.12%-1.22%-18.64%12.59%
20105.98%-13.14%9.01%11.69%
2009-11.71%21.30%17.43%5.34%
2008-11.38%-5.80%-8.22%-20.65%
20070.92%6.69%-1.14%-7.33%
20064.12%0.58%6.01%8.19%
2005-1.01%0.80%1.93%2.06%
20041.65%1.65%0.74%10.30%
2003-5.27%17.36%2.69%13.22%
20020.67%-10.62%-20.78%8.24%
2001-7.11%4.74%-16.55%6.90%
2000-0.14%-4.09%8.44%1.70%
19993.50%9.92%-10.49%9.58%
199810.18%0.29%-10.62%15.45%
19971.87%12.88%8.96%0.63%
19965.27%2.95%0.81%9.47%
199511.23%7.74%1.75%1.92%
1994-1.18%-0.06%3.14%-0.78%
19934.51%-3.61%-1.00%4.26%
19920.98%-1.60%7.58%N/A

Rank In Category (By Total Return)

YTD69
1-Month46
3-Month55
1-Year71
3-Year71
5-Year20

Load Adjusted Returns

1-Year5.83%
3-Year3.33%
5-Year9.91%
10-Year9.56%