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JPMorgan Small Cap Value R6 (JSVUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.29+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.05%
5-year average return9.48%
Number of years up12
Number of years down6
Best 1-yr total return (16 May 2024)36.65%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return36.65%
Worst 3-yr total return2.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSVUXCategory
YTD-0.34%26.79%
1-month-5.69%-1.77%
3-month2.05%4.45%
1-year15.49%71.02%
3-year1.18%9.35%
5-year7.51%12.17%
10-year6.60%9.95%
Last bull market28.30%28.07%
Last bear market-15.10%-24.24%

Annual total return (%) history

Year
JSVUXCategory
2024
N/AN/A
2023
13.29%N/A
2022
-13.23%N/A
2021
33.00%N/A
2020
6.32%4.02%
2019
19.42%21.43%
2018
-13.85%-15.46%
2017
3.40%8.54%
2016
30.48%25.99%
2015
-7.34%-6.71%
2014
4.43%3.34%
2013
36.65%36.22%
2012
20.66%16.00%
2011
-3.78%-4.45%
2010
25.93%26.17%
2009
25.13%31.32%
2008
-29.67%-32.24%
2007
-6.89%-6.08%
2006
19.33%16.27%
2005
N/A6.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.68%N/AN/AN/A
2023-0.71%3.64%-3.63%14.25%
2022-2.87%-15.10%-2.70%8.15%
202122.46%5.03%-2.47%6.02%
2020-34.62%19.27%2.13%33.49%
201911.76%-0.41%-0.04%7.34%
2018-2.17%8.06%-0.05%-18.46%
2017-2.25%-0.14%4.01%1.84%
20163.15%3.26%7.96%13.48%
20152.69%-1.86%-10.66%2.92%
20140.92%2.76%-8.64%10.24%
201312.65%3.35%8.29%8.38%
201212.66%-3.05%6.03%4.19%
20116.32%-1.18%-22.18%17.69%
201010.35%-9.21%9.16%15.14%
2009-18.05%19.60%21.57%5.01%
2008-5.46%-0.57%0.40%-25.48%
20072.38%4.33%-6.08%-7.19%
200612.07%-2.95%1.12%8.50%
20052.79%3.94%1.30%N/A

Rank in category (by total return)

YTD36
1-month45
3-month40
1-year51
3-year72
5-year54

Load adjusted returns

1-year15.49%
3-year1.18%
5-year7.51%
10-year6.60%