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JPMorgan Value Advantage R6 (JVAYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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37.35
-0.19
(-0.51%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.30%
5-year average return
9.48%
Number of years up
4
Number of years down
3
Best 1-yr total return (13 Jun 2024)
28.97%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
28.97%
Worst 3-yr total return
4.52%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JVAYX
Category
YTD
7.72%
4.44%
1-month
2.38%
-4.04%
3-month
3.44%
4.09%
1-year
24.08%
14.37%
3-year
6.05%
6.04%
5-year
10.95%
9.20%
10-year
8.82%
8.57%
Last bull market
25.26%
22.97%
Last bear market
-10.81%
-11.27%
Annual total return (%) history
Year
JVAYX
Category
2024
N/A
N/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/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.67%
N/A
N/A
N/A
2023
-1.53%
3.34%
-2.49%
10.87%
2022
2.21%
-10.81%
-5.04%
11.29%
2021
14.20%
6.46%
-0.44%
6.55%
2020
-30.39%
14.49%
3.06%
19.90%
2019
12.52%
3.90%
1.29%
7.55%
2018
-2.81%
1.80%
4.89%
-12.28%
2017
2.95%
1.33%
3.12%
6.18%
2016
8.93%
N/A
N/A
N/A
Rank in category (by total return)
YTD
51
1-month
78
3-month
60
1-year
37
3-year
55
5-year
60
Load adjusted returns
1-year
24.08%
3-year
6.05%
5-year
10.95%
10-year
8.82%
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