Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) | 7.96% | 25.06% | 17.15% | 7.24% | 11.26% | 11.63% | 8.88% | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) | 05/17/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 25.06 | 17.15 | 7.24 | 11.26 | 11.63 | 8.88 | … | … | 7.96 | 15.91 | 15.69 | 11.49 | -4.02 | 15.27 | 10.72 | 27.59 | -15.03 | 17.84 | 22.21 | -2.00 | 14.43 | 36.21 | 16.61 | -4.50 | 12.65 | 33.01 | -38.94 | -1.35 | 15.50 |
| Sharpe Ratio | NA | 1.76 | 1.03 | 0.28 | 0.47 | NA | NA | … | … | 1.14 | 0.80 | 0.99 | 0.58 | -0.27 | 0.74 | 0.24 | 2.01 | -0.95 | 1.78 | 1.27 | -0.13 | 1.15 | 2.97 | 1.11 | -0.17 | 0.62 | 1.03 | -0.84 | -0.26 | 2.31 |
| Standard Deviation(%) | NA | 12.27 | 13.85 | 16.43 | 20.16 | NA | NA | … | … | 13.54 | 16.35 | 12.22 | 13.57 | 20.43 | 20.68 | 42.75 | 12.97 | 17.40 | 9.69 | 17.33 | 15.87 | 12.50 | 12.19 | 15.10 | 26.56 | 20.28 | 31.83 | 47.44 | 17.22 | 9.73 |
| Draw Down(%) | NA | 9.46 | 18.26 | 19.34 | 43.15 | NA | NA | … | … | 9.46 | 16.11 | 8.65 | 12.43 | 18.38 | 13.87 | 43.15 | 8.03 | 24.70 | 5.16 | 12.60 | 12.38 | 8.83 | 5.55 | 14.07 | 24.23 | 17.48 | 28.82 | 52.59 | 15.03 | 4.75 |
| Yield(%) | 0.00 | 8.40 | 9.06 | 5.15 | 6.94 | 9.05 | 6.57 | … | … | 0.00 | 8.63 | 11.54 | 5.84 | 1.43 | 1.18 | 1.25 | 1.87 | 7.07 | 9.88 | 6.87 | 13.11 | 18.13 | 5.46 | 1.51 | 1.40 | 1.36 | 1.99 | 1.73 | 24.80 | 10.32 |
Data as of 06/04/2026, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) |
-11.80%
Jun 2007 – Jun 2010 |
-4.50%
May 2007 – May 2012 |
5.64%
Oct 2006 – Oct 2016 |
6.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) |
25.19%
Feb 2009 – Feb 2012 |
22.99%
Feb 2009 – Feb 2014 |
15.92%
Feb 2009 – Feb 2019 |
13.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart