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JPMorgan Large Cap Value R6 (JLVMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.22-0.13 (-0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.31%
5-year average return13.28%
Number of years up10
Number of years down3
Best 1-yr total return (21 May 2024)36.23%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return36.23%
Worst 3-yr total return6.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLVMXCategory
YTD3.59%4.44%
1-month-3.94%-4.04%
3-month4.03%4.09%
1-year12.22%14.37%
3-year5.70%6.04%
5-year11.65%9.20%
10-year10.67%8.57%
Last bull market24.01%22.97%
Last bear market-12.68%-11.27%

Annual total return (%) history

Year
JLVMXCategory
2024
N/AN/A
2023
11.55%11.63%
2022
0.11%-5.90%
2021
24.03%26.22%
2020
10.81%2.91%
2019
27.74%25.04%
2018
-14.96%-8.53%
2017
17.92%15.94%
2016
22.39%14.81%
2015
-1.65%-4.05%
2014
14.75%10.21%
2013
36.23%31.21%
2012
16.64%14.57%
2011
-4.46%-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.84%N/AN/AN/A
20231.57%2.91%-3.30%10.37%
20226.84%-12.68%-4.72%12.62%
202117.23%3.67%-4.15%6.48%
2020-32.32%22.32%5.15%27.30%
201912.46%2.36%1.35%9.48%
2018-3.52%-0.05%5.23%-16.20%
20174.42%1.73%3.50%7.24%
20162.07%-1.18%6.84%13.58%
20150.21%1.08%-7.63%5.12%
20142.49%5.15%0.06%6.42%
201312.40%4.58%4.55%10.84%
201214.28%-6.95%6.88%2.63%
20115.17%-1.13%-18.47%12.70%

Rank in category (by total return)

YTD67
1-month45
3-month52
1-year67
3-year60
5-year11

Load adjusted returns

1-year12.22%
3-year5.70%
5-year11.65%
10-year10.67%