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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.61%
5-year average return
8.69%
Number of years up
4
Number of years down
3
Best 1-yr total return (4 July 2024)
28.82%
Worst 1-yr total return (4 July 2024)
N/A
Best 3-yr total return
28.82%
Worst 3-yr total return
4.42%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JVARX
Category
YTD
6.52%
4.44%
1-month
-1.07%
-4.04%
3-month
-2.86%
4.09%
1-year
15.08%
14.37%
3-year
6.10%
6.04%
5-year
9.24%
9.20%
10-year
8.35%
8.57%
Last bull market
25.21%
22.97%
Last bear market
-10.83%
-11.27%
Annual total return (%) history
Year
JVARX
Category
2024
N/A
N/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/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.65%
-2.86%
N/A
N/A
2023
-1.53%
3.31%
-2.55%
10.87%
2022
2.21%
-10.83%
-5.07%
11.26%
2021
14.18%
6.44%
-0.46%
6.49%
2020
-30.42%
14.47%
3.03%
19.88%
2019
12.50%
3.85%
1.29%
7.52%
2018
-2.84%
1.80%
4.84%
-12.30%
2017
2.92%
1.33%
3.10%
6.15%
2016
8.91%
N/A
N/A
N/A
Rank in category (by total return)
YTD
60
1-month
73
3-month
78
1-year
46
3-year
58
5-year
62
Load adjusted returns
1-year
15.08%
3-year
6.10%
5-year
9.24%
10-year
8.35%
Data disclaimer
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