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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return8.52%
Number of years up4
Number of years down3
Best 1-yr total return (4 Jul 2024)28.62%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.62%
Worst 3-yr total return4.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVAQXCategory
YTD6.42%4.44%
1-month-1.09%-4.04%
3-month-2.88%4.09%
1-year14.90%14.37%
3-year5.95%6.04%
5-year9.07%9.20%
10-year8.22%8.57%
Last bull market25.12%22.97%
Last bear market-10.88%-11.27%

Annual total return (%) history

Year
JVAQXCategory
2024
N/AN/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/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.57%-2.88%N/AN/A
2023-1.57%3.28%-2.58%10.83%
20222.18%-10.88%-5.10%11.21%
202114.12%6.40%-0.49%6.46%
2020-30.43%14.40%3.01%19.82%
201912.46%3.83%1.24%7.48%
2018-2.87%1.78%4.82%-12.36%
20172.89%1.30%3.04%6.09%
20168.85%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month73
3-month78
1-year47
3-year62
5-year65

Load adjusted returns

1-year14.90%
3-year5.95%
5-year9.07%
10-year8.22%