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JPMorgan Value Advantage R5 (JVARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.44-0.13 (-0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.61%
5-year average return8.69%
Number of years up4
Number of years down3
Best 1-yr total return (4 July 2024)28.82%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return28.82%
Worst 3-yr total return4.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJVARXCategory
YTD6.52%4.44%
1-month-1.07%-4.04%
3-month-2.86%4.09%
1-year15.08%14.37%
3-year6.10%6.04%
5-year9.24%9.20%
10-year8.35%8.57%
Last bull market25.21%22.97%
Last bear market-10.83%-11.27%

Annual total return (%) history

Year
JVARXCategory
2024
N/AN/A
2023
9.91%11.63%
2022
-3.74%-5.90%
2021
28.82%26.22%
2020
-1.61%2.91%
2019
27.23%25.04%
2018
-9.06%-8.53%
2017
14.12%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%-2.86%N/AN/A
2023-1.53%3.31%-2.55%10.87%
20222.21%-10.83%-5.07%11.26%
202114.18%6.44%-0.46%6.49%
2020-30.42%14.47%3.03%19.88%
201912.50%3.85%1.29%7.52%
2018-2.84%1.80%4.84%-12.30%
20172.92%1.33%3.10%6.15%
20168.91%N/AN/AN/A

Rank in category (by total return)

YTD60
1-month73
3-month78
1-year46
3-year58
5-year62

Load adjusted returns

1-year15.08%
3-year6.10%
5-year9.24%
10-year8.35%