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JPMorgan Large Cap Value R2 (JLVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.10+0.03 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.75%
5-year average return11.77%
Number of years up11
Number of years down4
Best 1-yr total return (20 Jun 2024)35.31%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return35.31%
Worst 3-yr total return5.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLVZXCategory
YTD6.70%4.44%
1-month3.26%-4.04%
3-month5.04%4.09%
1-year21.36%14.37%
3-year4.95%6.04%
5-year13.39%9.20%
10-year9.99%8.57%
Last bull market23.60%22.97%
Last bear market-12.82%-11.27%

Annual total return (%) history

Year
JLVZXCategory
2024
N/AN/A
2023
10.70%11.63%
2022
-0.65%-5.90%
2021
23.15%26.22%
2020
9.96%2.91%
2019
26.82%25.04%
2018
-15.67%-8.53%
2017
17.15%15.94%
2016
21.53%14.81%
2015
-2.35%-4.05%
2014
14.03%10.21%
2013
35.31%31.21%
2012
16.01%14.57%
2011
-5.19%-0.75%
2010
11.88%13.66%
2009
32.13%24.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.65%N/AN/AN/A
20231.37%2.75%-3.47%10.10%
20226.61%-12.82%-4.89%12.39%
202117.06%3.47%-4.30%6.25%
2020-32.45%22.16%4.92%27.01%
201912.28%2.23%1.08%9.31%
2018-3.73%-0.21%5.01%-16.40%
20174.30%1.53%3.30%7.09%
20161.89%-1.35%6.62%13.39%
20150.03%0.94%-7.86%4.97%
20142.36%4.92%-0.07%6.25%
201312.20%4.46%4.30%10.69%
201214.11%-7.05%6.79%2.42%
20114.98%-1.28%-18.65%12.45%
20105.93%-13.23%8.92%11.75%
2009-11.78%21.26%17.45%5.17%

Rank in category (by total return)

YTD65
1-month41
3-month27
1-year60
3-year77
5-year19

Load adjusted returns

1-year21.36%
3-year4.95%
5-year13.39%
10-year9.99%