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JPMorgan U.S. Applied Data Sci Val I (JPIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.73+0.16 (+0.54%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.30%
5-year average return9.72%
Number of years up15
Number of years down5
Best 1-yr total return (2 May 2024)35.42%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.42%
Worst 3-yr total return4.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJPIVXCategory
YTD5.52%17.52%
1-month-4.03%-0.87%
3-month4.58%5.51%
1-year15.99%42.88%
3-year6.81%11.93%
5-year9.51%12.07%
10-year8.53%10.95%
Last bull market24.61%23.18%
Last bear market-11.07%-17.87%

Annual total return (%) history

Year
JPIVXCategory
2024
N/AN/A
2023
12.17%N/A
2022
-6.11%N/A
2021
31.54%N/A
2020
1.54%2.91%
2019
23.16%25.04%
2018
-8.34%-8.53%
2017
16.66%15.94%
2016
12.05%14.81%
2015
-6.15%-4.05%
2014
13.93%10.21%
2013
35.42%31.21%
2012
18.11%14.57%
2011
-0.99%-0.75%
2010
13.77%13.66%
2009
23.91%24.13%
2008
-36.52%-37.09%
2007
0.11%1.42%
2006
22.92%18.15%
2005
10.14%5.95%
2004
17.51%12.97%
2003
N/A28.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.95%N/AN/AN/A
20230.02%4.66%-2.65%10.07%
2022-0.38%-11.07%-4.93%11.48%
202114.32%5.99%-0.77%9.40%
2020-27.16%15.07%4.20%16.26%
201911.84%2.82%0.50%6.56%
2018-0.66%1.70%5.90%-14.33%
20172.32%1.35%4.98%7.16%
2016-1.30%0.87%3.04%9.23%
2015-0.21%0.19%-9.68%3.92%
20142.42%5.51%0.51%4.90%
201311.74%3.69%4.82%11.50%
201212.26%-3.48%7.19%1.70%
20117.06%-0.09%-17.25%11.87%
20106.16%-13.27%10.89%11.43%
2009-15.78%18.20%18.43%5.11%
2008-9.60%-2.83%-6.46%-22.75%
20071.76%4.76%-0.66%-5.46%
20066.82%1.72%4.84%7.90%
20051.19%2.06%5.86%0.74%
20044.56%-0.68%2.63%10.25%
200317.37%3.22%14.74%N/A

Rank in category (by total return)

YTD27
1-month49
3-month34
1-year39
3-year37
5-year43

Load adjusted returns

1-year15.99%
3-year6.81%
5-year9.51%
10-year8.53%