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JPMorgan Diversified A (JDVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.99+0.14 (+0.94%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.20%
5-year average return7.03%
Number of years up15
Number of years down5
Best 1-yr total return (2 May 2024)26.45%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.45%
Worst 3-yr total return2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJDVAXCategory
YTD1.48%9.69%
1-month-3.85%0.91%
3-month0.93%5.21%
1-year9.28%27.06%
3-year1.38%11.00%
5-year6.70%10.26%
10-year6.25%8.34%
Last bull market19.43%15.58%
Last bear market-11.07%-12.16%

Annual total return (%) history

Year
JDVAXCategory
2024
N/AN/A
2023
14.59%N/A
2022
-15.68%N/A
2021
12.99%N/A
2020
16.67%11.72%
2019
20.33%19.23%
2018
-8.32%-5.76%
2017
17.35%13.21%
2016
5.76%7.34%
2015
-1.36%-1.93%
2014
6.59%6.21%
2013
17.44%16.48%
2012
15.53%11.72%
2011
-2.00%-0.11%
2010
13.88%11.83%
2009
26.45%24.13%
2008
-25.59%-28.00%
2007
6.50%5.99%
2006
12.31%11.29%
2005
4.04%5.13%
2004
8.94%8.86%
2003
N/A20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.54%N/AN/AN/A
20235.23%2.26%-4.00%10.92%
2022-5.87%-11.07%-5.43%6.51%
20212.95%4.91%-0.13%4.75%
2020-15.77%15.14%6.63%12.82%
20199.72%3.80%0.04%5.61%
2018-1.07%-0.57%2.59%-9.14%
20174.79%3.40%4.15%3.99%
20160.20%1.47%3.82%0.19%
20152.58%-0.54%-5.95%2.80%
20141.43%3.68%-1.34%2.73%
20135.36%0.10%5.25%5.80%
201210.07%-2.61%4.86%2.78%
20113.22%0.74%-12.34%7.52%
20104.08%-6.77%10.00%6.69%
2009-6.19%13.92%13.63%4.14%
2008-5.03%-1.43%-7.69%-13.88%
20072.07%3.61%1.45%-0.74%
20063.26%-0.72%3.88%5.46%
2005-1.76%1.46%2.75%1.59%
20042.63%-1.00%0.31%6.89%
200311.41%1.79%9.06%N/A

Rank in category (by total return)

YTD64
1-month89
3-month78
1-year61
3-year60
5-year37

Load adjusted returns

1-year4.37%
3-year-0.17%
5-year5.72%
10-year5.76%