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JPMorgan Large Cap Value R3 (OLVTX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.55
+0.03
(+0.15%)
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
4.46%
5-Year Average Return
11.38%
Number of Years Up
4
Number of Years Down
1
Best 1 Yr Total Return (Apr 25, 2024)
27.06%
Worst 1 Yr Total Return (Apr 25, 2024)
N/A
Best 3-Yr Total Return
27.06%
Worst 3-Yr Total Return
10.68%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
OLVTX
Category
YTD
7.72%
17.52%
1-Month
6.02%
-0.87%
3-Month
7.72%
5.51%
1-Year
17.83%
42.88%
3-Year
7.86%
11.93%
5-Year
12.87%
12.07%
10-Year
10.51%
10.95%
Last Bull Market
51.96%
23.18%
Last Bear Market
-12.78%
-17.87%
Annual Total Return (%) History
Year
OLVTX
Category
2024
N/A
N/A
2023
10.94%
N/A
2022
-0.40%
N/A
2021
23.46%
N/A
2020
10.28%
2.91%
2019
27.06%
25.04%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.72%
N/A
N/A
N/A
2023
1.43%
2.75%
-3.40%
10.21%
2022
6.64%
-12.78%
-4.83%
12.51%
2021
17.10%
3.51%
-4.25%
6.38%
2020
-32.45%
22.28%
5.04%
27.10%
2019
12.38%
2.17%
1.23%
9.32%
Rank In Category (By Total Return)
YTD
69
1-Month
18
3-Month
69
1-Year
72
3-Year
72
5-Year
19
Load Adjusted Returns
1-Year
17.83%
3-Year
7.86%
5-Year
12.87%
10-Year
10.51%
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