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JPMorgan Value Advantage R6 (JVAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.55+0.10 (+0.27%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.96%
5-year average return9.19%
Number of years up4
Number of years down3
Best 1-yr total return (30 Apr 2024)28.97%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return28.97%
Worst 3-yr total return4.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVAYXCategory
YTD9.67%17.52%
1-month5.31%-0.87%
3-month9.67%5.51%
1-year22.51%42.88%
3-year9.49%11.93%
5-year10.81%12.07%
10-year9.18%10.95%
Last bull market49.65%23.18%
Last bear market-10.81%-17.87%

Annual total return (%) history

Year
JVAYXCategory
2024
N/AN/A
2023
10.00%N/A
2022
-3.65%N/A
2021
28.97%N/A
2020
-1.52%2.91%
2019
27.36%25.04%
2018
-8.96%-8.53%
2017
14.23%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.67%N/AN/AN/A
2023-1.53%3.34%-2.49%10.87%
20222.21%-10.81%-5.04%11.29%
202114.20%6.46%-0.44%6.55%
2020-30.39%14.49%3.06%19.90%
201912.52%3.90%1.29%7.55%
2018-2.81%1.80%4.89%-12.28%
20172.95%1.33%3.12%6.18%
20168.93%N/AN/AN/A

Rank in category (by total return)

YTD34
1-month38
3-month34
1-year38
3-year40
5-year53

Load adjusted returns

1-year22.51%
3-year9.49%
5-year10.81%
10-year9.18%