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JPMorgan Large Cap Value R3 (OLVTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.04+0.01 (+0.05%)
At close: 06:25PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.68%
5-Year Average Return10.87%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 16, 2024)27.06%
Worst 1 Yr Total Return (Apr 16, 2024)N/A
Best 3-Yr Total Return27.06%
Worst 3-Yr Total Return10.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOLVTXCategory
YTD7.72%17.52%
1-Month6.02%-0.87%
3-Month7.72%5.51%
1-Year17.83%42.88%
3-Year7.86%11.93%
5-Year12.87%12.07%
10-Year10.51%10.95%
Last Bull Market51.96%23.18%
Last Bear Market-12.78%-17.87%

Annual Total Return (%) History

Year
OLVTXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
20231.43%2.75%-3.40%10.21%
20226.64%-12.78%-4.83%12.51%
202117.10%3.51%-4.25%6.38%
2020-32.45%22.28%5.04%27.10%
201912.38%2.17%1.23%9.32%

Rank In Category (By Total Return)

YTD69
1-Month18
3-Month69
1-Year72
3-Year72
5-Year19

Load Adjusted Returns

1-Year17.83%
3-Year7.86%
5-Year12.87%
10-Year10.51%