Singapore markets closed

JPMorgan Value Advantage R6 (JVAYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
38.64+0.11 (+0.29%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.63%
5-year average return10.19%
Number of years up4
Number of years down3
Best 1-yr total return (15 May 2024)28.97%
Worst 1-yr total return (15 May 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
YTD5.22%4.44%
1-month-4.06%-4.04%
3-month4.51%4.09%
1-year16.18%14.37%
3-year6.14%6.04%
5-year9.02%9.20%
10-year8.71%8.57%
Last bull market25.26%22.97%
Last bear market-10.81%-11.27%

Annual total return (%) history

Year
JVAYXCategory
2024
N/AN/A
2023
10.00%11.63%
2022
-3.65%-5.90%
2021
28.97%26.22%
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-month50
3-month37
1-year38
3-year49
5-year55

Load adjusted returns

1-year16.18%
3-year6.14%
5-year9.02%
10-year8.71%