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JPMorgan US Value R2 (VGRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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74.65-0.06 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.60%
5-year average return10.41%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)27.51%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.51%
Worst 3-yr total return6.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVGRTXCategory
YTD7.79%4.44%
1-month-0.71%-4.04%
3-month-0.45%4.09%
1-year13.42%14.37%
3-year6.77%6.04%
5-year10.74%9.20%
10-year9.29%8.57%
Last bull market20.62%22.97%
Last bear market-9.80%-11.27%

Annual total return (%) history

Year
VGRTXCategory
2024
N/AN/A
2023
8.91%11.63%
2022
-2.80%-5.90%
2021
26.56%26.22%
2020
4.01%2.91%
2019
27.51%25.04%
2018
-7.94%-8.53%
2017
16.86%15.94%
2016
14.48%14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.28%-0.45%N/AN/A
2023-0.61%4.14%-3.00%8.48%
2022-0.54%-9.80%-3.77%12.59%
202111.60%6.29%-0.91%7.67%
2020-26.21%15.71%5.37%15.61%
201910.82%3.76%1.92%8.81%
2018-1.71%1.23%5.43%-12.24%
20172.19%1.81%4.89%7.09%
20160.22%2.41%3.22%8.06%

Rank in category (by total return)

YTD42
1-month57
3-month27
1-year62
3-year45
5-year33

Load adjusted returns

1-year13.42%
3-year6.77%
5-year10.74%
10-year9.29%