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JPMorgan Large Cap Value C (OLVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.24-0.12 (-0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.56%
5-year average return11.80%
Number of years up16
Number of years down8
Best 1-yr total return (23 June 2024)34.92%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return34.92%
Worst 3-yr total return5.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOLVCXCategory
YTD6.62%4.44%
1-month3.25%-4.04%
3-month5.00%4.09%
1-year21.08%14.37%
3-year4.70%6.04%
5-year13.11%9.20%
10-year9.73%8.57%
Last bull market23.48%22.97%
Last bear market-12.88%-11.27%

Annual total return (%) history

Year
OLVCXCategory
2024
N/AN/A
2023
10.39%11.63%
2022
-0.91%-5.90%
2021
22.86%26.22%
2020
9.73%2.91%
2019
26.44%25.04%
2018
-15.85%-8.53%
2017
16.93%15.94%
2016
21.23%14.81%
2015
-2.58%-4.05%
2014
13.77%10.21%
2013
34.92%31.21%
2012
15.71%14.57%
2011
-5.35%-0.75%
2010
11.57%13.66%
2009
31.77%24.13%
2008
-39.68%-37.09%
2007
-1.82%1.42%
2006
19.55%18.15%
2005
3.22%5.95%
2004
13.96%12.97%
2003
28.32%28.44%
2002
-23.43%-18.69%
2001
-13.87%-4.99%
2000
5.03%7.87%
1999
N/A6.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.61%N/AN/AN/A
20231.32%2.64%-3.52%10.03%
20226.52%-12.88%-4.97%12.37%
202116.94%3.44%-4.37%6.21%
2020-32.49%22.08%4.87%26.95%
201912.23%2.09%1.05%9.21%
2018-3.79%-0.30%4.97%-16.43%
20174.18%1.56%3.30%6.99%
20161.81%-1.36%6.57%13.28%
2015-0.03%0.87%-7.85%4.84%
20142.28%4.94%-0.20%6.21%
201312.13%4.34%4.26%10.60%
201214.01%-7.07%6.58%2.47%
20114.93%-1.29%-18.68%12.37%
20105.91%-13.24%8.83%11.57%
2009-11.77%21.21%17.23%5.10%
2008-11.61%-6.02%-8.40%-20.73%
20070.76%6.58%-1.28%-7.40%
20064.04%0.39%5.89%8.09%
2005-1.12%0.62%1.83%1.88%
20041.47%1.49%0.56%10.05%
2003-5.39%17.10%2.52%12.97%
20020.42%-10.77%-20.90%8.03%
2001-7.30%4.52%-16.73%6.75%
2000-0.18%-4.27%8.27%1.52%
19999.75%-10.64%9.36%N/A

Rank in category (by total return)

YTD67
1-month41
3-month27
1-year64
3-year79
5-year24

Load adjusted returns

1-year20.08%
3-year4.70%
5-year13.11%
10-year9.73%