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JPMorgan Large Cap Value R3 (OLVTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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19.79
+0.02
(+0.10%)
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
5.64%
5-year average return
12.20%
Number of years up
4
Number of years down
1
Best 1-yr total return (17 June 2024)
27.06%
Worst 1-yr total return (17 June 2024)
N/A
Best 3-yr total return
27.06%
Worst 3-yr total return
10.68%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OLVTX
Category
YTD
6.81%
4.44%
1-month
3.25%
-4.04%
3-month
5.13%
4.09%
1-year
21.62%
14.37%
3-year
5.23%
6.04%
5-year
13.65%
9.20%
10-year
10.24%
8.57%
Last bull market
23.73%
22.97%
Last bear market
-12.78%
-11.27%
Annual total return (%) history
Year
OLVTX
Category
2024
N/A
N/A
2023
10.94%
11.63%
2022
-0.40%
-5.90%
2021
23.46%
26.22%
2020
10.28%
2.91%
2019
27.06%
25.04%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.72%
N/A
N/A
N/A
2023
1.43%
2.75%
-3.40%
10.21%
2022
6.64%
-12.78%
-4.83%
12.51%
2021
17.10%
3.51%
-4.25%
6.38%
2020
-32.45%
22.28%
5.04%
27.10%
2019
12.38%
2.17%
1.23%
9.32%
Rank in category (by total return)
YTD
65
1-month
41
3-month
25
1-year
58
3-year
73
5-year
16
Load adjusted returns
1-year
21.62%
3-year
5.23%
5-year
13.65%
10-year
10.24%
Data disclaimer
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