Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLVMX (JPMORGAN LARGE CAP VALUE FUND CLASS R6) | 8.17% | 25.41% | 17.34% | 7.37% | 11.35% | 11.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLVMX (JPMORGAN LARGE CAP VALUE FUND CLASS R6) | 12/07/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 25.41 | 17.34 | 7.37 | 11.35 | 11.70 | NA | … | … | 8.17 | 16.02 | 15.84 | 11.63 | -3.95 | 15.32 | 10.79 | 27.74 | -14.94 | 17.88 | 21.91 | -1.92 | 14.40 | 36.23 | 16.64 | -4.45 | 3.39 |
| Sharpe Ratio | NA | 1.80 | 1.05 | 0.29 | 0.47 | NA | NA | … | … | 1.20 | 0.81 | 1.00 | 0.59 | -0.26 | 0.74 | 0.24 | 2.03 | -0.94 | 1.78 | 1.25 | -0.12 | 1.15 | 2.97 | 1.11 | -0.17 | 10.74 |
| Standard Deviation(%) | NA | 12.22 | 13.83 | 16.43 | 20.43 | NA | NA | … | … | 13.41 | 16.35 | 12.22 | 13.57 | 20.40 | 20.78 | 43.96 | 12.96 | 17.40 | 9.70 | 17.29 | 15.92 | 12.52 | 12.20 | 15.12 | 26.52 | 5.94 |
| Draw Down(%) | NA | 9.27 | 18.25 | 19.30 | 43.17 | NA | NA | … | … | 9.27 | 16.10 | 8.61 | 12.40 | 18.33 | 13.85 | 43.17 | 8.08 | 24.68 | 5.17 | 12.59 | 12.41 | 8.85 | 5.57 | 14.07 | 24.21 | 0.55 |
| Yield(%) | 0.00 | 8.79 | 9.32 | 5.32 | 7.10 | 9.20 | 7.18 | … | … | 0.21 | 8.82 | 11.76 | 5.98 | 1.54 | 1.31 | 1.36 | 2.00 | 7.19 | 10.01 | 6.60 | 13.26 | 18.25 | 5.85 | 1.56 | 1.46 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVMX (JPMORGAN LARGE CAP VALUE FUND CLASS R6) |
-6.02%
Mar 2017 – Mar 2020 |
0.67%
Mar 2015 – Mar 2020 |
8.33%
Oct 2013 – Oct 2023 |
10.75%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVMX (JPMORGAN LARGE CAP VALUE FUND CLASS R6) |
24.53%
Sep 2011 – Sep 2014 |
18.52%
Mar 2020 – Mar 2025 |
15.01%
Sep 2011 – Sep 2021 |
11.38%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart