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JPMorgan Value Advantage A (JVAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.07-0.23 (-0.60%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.09%
5-year average return9.72%
Number of years up13
Number of years down5
Best 1-yr total return (19 May 2024)35.07%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return35.07%
Worst 3-yr total return3.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVAAXCategory
YTD5.05%4.44%
1-month-4.10%-4.04%
3-month4.40%4.09%
1-year15.62%14.37%
3-year5.62%6.04%
5-year8.49%9.20%
10-year8.17%8.57%
Last bull market25.00%22.97%
Last bear market-10.92%-11.27%

Annual total return (%) history

Year
JVAAXCategory
2024
N/AN/A
2023
9.48%11.63%
2022
-4.14%-5.90%
2021
28.33%26.22%
2020
-2.02%2.91%
2019
26.72%25.04%
2018
-9.42%-8.53%
2017
13.67%15.94%
2016
16.49%14.81%
2015
-4.73%-4.05%
2014
13.30%10.21%
2013
31.59%31.21%
2012
18.32%14.57%
2011
1.11%-0.75%
2010
20.22%13.66%
2009
35.07%24.13%
2008
-35.78%-37.09%
2007
2.91%1.42%
2006
22.02%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.54%N/AN/AN/A
2023-1.62%3.21%-2.63%10.73%
20222.09%-10.92%-5.16%11.14%
202114.08%6.32%-0.56%6.40%
2020-30.48%14.37%2.91%19.74%
201912.36%3.78%1.16%7.43%
2018-2.93%1.70%4.75%-12.40%
20172.80%1.24%2.99%6.03%
20160.58%2.51%3.84%8.81%
20151.45%-0.86%-7.67%2.60%
20143.62%3.96%-0.58%5.79%
201311.91%3.66%3.45%9.65%
201211.21%-1.33%6.21%1.52%
20115.06%-0.21%-14.84%13.25%
20108.19%-7.87%8.34%11.33%
2009-13.36%21.07%22.40%5.20%
2008-6.51%-4.15%-5.98%-23.77%
20073.06%4.55%-1.37%-3.16%
20067.49%0.59%3.87%8.65%
20054.81%1.62%2.54%N/A

Rank in category (by total return)

YTD38
1-month51
3-month39
1-year41
3-year61
5-year68

Load adjusted returns

1-year9.55%
3-year3.74%
5-year7.32%
10-year7.58%