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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.64%
5-year average return12.20%
Number of years up4
Number of years down1
Best 1-yr total return (17 June 2024)27.06%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return27.06%
Worst 3-yr total return10.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOLVTXCategory
YTD6.81%4.44%
1-month3.25%-4.04%
3-month5.13%4.09%
1-year21.62%14.37%
3-year5.23%6.04%
5-year13.65%9.20%
10-year10.24%8.57%
Last bull market23.73%22.97%
Last bear market-12.78%-11.27%

Annual total return (%) history

Year
OLVTXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
20231.43%2.75%-3.40%10.21%
20226.64%-12.78%-4.83%12.51%
202117.10%3.51%-4.25%6.38%
2020-32.45%22.28%5.04%27.10%
201912.38%2.17%1.23%9.32%

Rank in category (by total return)

YTD65
1-month41
3-month25
1-year58
3-year73
5-year16

Load adjusted returns

1-year21.62%
3-year5.23%
5-year13.65%
10-year10.24%