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JPMorgan Value Advantage L (JVAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.27+0.67 (+1.78%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return10.84%
Number of years up13
Number of years down5
Best 1-yr total return (30 May 2024)35.87%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.87%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVAIXCategory
YTD5.18%4.44%
1-month-4.06%-4.04%
3-month4.50%4.09%
1-year16.06%14.37%
3-year6.04%6.04%
5-year8.92%9.20%
10-year8.64%8.57%
Last bull market25.20%22.97%
Last bear market-10.84%-11.27%

Annual total return (%) history

Year
JVAIXCategory
2024
N/AN/A
2023
9.90%11.63%
2022
-3.75%-5.90%
2021
28.83%26.22%
2020
-1.60%2.91%
2019
27.20%25.04%
2018
-9.05%-8.53%
2017
14.23%15.94%
2016
17.03%14.81%
2015
-4.24%-4.05%
2014
13.87%10.21%
2013
32.27%31.21%
2012
18.92%14.57%
2011
1.62%-0.75%
2010
20.72%13.66%
2009
35.87%24.13%
2008
-35.41%-37.09%
2007
3.41%1.42%
2006
22.60%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.62%N/AN/AN/A
2023-1.53%3.30%-2.55%10.86%
20222.21%-10.84%-5.06%11.25%
202114.18%6.43%-0.46%6.51%
2020-30.39%14.43%3.03%19.89%
201912.47%3.87%1.26%7.52%
2018-2.83%1.77%4.86%-12.29%
20172.98%1.33%3.12%6.16%
20160.68%2.64%3.98%8.91%
20151.54%-0.69%-7.58%2.76%
20143.72%4.08%-0.44%5.95%
201312.08%3.78%3.60%9.77%
201211.39%-1.24%6.35%1.63%
20115.23%-0.10%-14.76%13.41%
20108.26%-7.75%8.46%11.45%
2009-13.22%21.19%22.56%5.41%
2008-6.41%-3.98%-5.85%-23.66%
20073.17%4.71%-1.27%-3.04%
20067.64%0.70%3.98%8.76%
20054.94%1.10%2.73%N/A

Rank in category (by total return)

YTD35
1-month50
3-month37
1-year39
3-year50
5-year58

Load adjusted returns

1-year16.06%
3-year6.04%
5-year8.92%
10-year8.64%