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JPMorgan Value Advantage R4 (JVAQX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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37.81
-0.14
(-0.37%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.50%
5-year average return
8.52%
Number of years up
4
Number of years down
3
Best 1-yr total return (4 Jul 2024)
28.62%
Worst 1-yr total return (4 Jul 2024)
N/A
Best 3-yr total return
28.62%
Worst 3-yr total return
4.27%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JVAQX
Category
YTD
6.42%
4.44%
1-month
-1.09%
-4.04%
3-month
-2.88%
4.09%
1-year
14.90%
14.37%
3-year
5.95%
6.04%
5-year
9.07%
9.20%
10-year
8.22%
8.57%
Last bull market
25.12%
22.97%
Last bear market
-10.88%
-11.27%
Annual total return (%) history
Year
JVAQX
Category
2024
N/A
N/A
2023
9.76%
11.63%
2022
-3.88%
-5.90%
2021
28.62%
26.22%
2020
-1.76%
2.91%
2019
27.05%
25.04%
2018
-9.18%
-8.53%
2017
13.94%
15.94%
2016
N/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.57%
-2.88%
N/A
N/A
2023
-1.57%
3.28%
-2.58%
10.83%
2022
2.18%
-10.88%
-5.10%
11.21%
2021
14.12%
6.40%
-0.49%
6.46%
2020
-30.43%
14.40%
3.01%
19.82%
2019
12.46%
3.83%
1.24%
7.48%
2018
-2.87%
1.78%
4.82%
-12.36%
2017
2.89%
1.30%
3.04%
6.09%
2016
8.85%
N/A
N/A
N/A
Rank in category (by total return)
YTD
62
1-month
73
3-month
78
1-year
47
3-year
62
5-year
65
Load adjusted returns
1-year
14.90%
3-year
5.95%
5-year
9.07%
10-year
8.22%
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