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JPMorgan Small Cap Value R5 (JSVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.22+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.99%
5-year average return9.37%
Number of years up11
Number of years down6
Best 1-yr total return (16 May 2024)36.56%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return36.56%
Worst 3-yr total return1.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSVRXCategory
YTD-0.36%26.79%
1-month-5.67%-1.77%
3-month2.03%4.45%
1-year15.37%71.02%
3-year1.09%9.35%
5-year7.40%12.17%
10-year6.49%9.95%
Last bull market28.21%28.07%
Last bear market-15.12%-24.24%

Annual total return (%) history

Year
JSVRXCategory
2024
N/AN/A
2023
13.18%N/A
2022
-13.30%N/A
2021
32.85%N/A
2020
6.22%4.02%
2019
19.28%21.43%
2018
-13.93%-15.46%
2017
3.29%8.54%
2016
30.30%25.99%
2015
-7.48%-6.71%
2014
4.38%3.34%
2013
36.56%36.22%
2012
20.62%16.00%
2011
-3.78%-4.45%
2010
25.84%26.17%
2009
25.10%31.32%
2008
-29.71%-32.24%
2007
-6.89%-6.08%
2006
N/A16.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
2023-0.72%3.58%-3.67%14.26%
2022-2.88%-15.12%-2.73%8.14%
202122.44%4.98%-2.47%5.97%
2020-34.63%19.24%2.11%33.46%
201911.70%-0.39%-0.11%7.32%
2018-2.19%8.01%-0.08%-18.46%
2017-2.28%-0.16%3.99%1.81%
20163.11%3.24%7.92%13.42%
20152.65%-1.89%-10.70%2.88%
20140.88%2.77%-8.66%10.22%
201312.60%3.34%8.33%8.34%
201212.65%-3.06%6.02%4.18%
20116.32%-1.15%-22.21%17.69%
201010.35%-9.17%9.09%15.09%
2009-18.07%19.60%21.58%5.00%
2008-5.48%-0.59%0.39%-25.49%
20072.41%4.28%-6.05%-7.20%
20061.11%8.45%N/AN/A

Rank in category (by total return)

YTD37
1-month44
3-month41
1-year51
3-year73
5-year57

Load adjusted returns

1-year15.37%
3-year1.09%
5-year7.40%
10-year6.49%