Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) | 0.90% | 0.10% | 4.29% | 13.78% | 7.87% | 9.63% | NA | 7.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R5) | 05/17/2006 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 05/17/2006.
AR inception is since 05/17/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.39 | 0.10 | 4.29 | 13.78 | 7.87 | 9.63 | NA | 7.85 | 0.90 | 6.16 | 7.33 | -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 | -0.46 | -0.07 | 0.46 | 0.28 | NA | NA | 0.27 | -0.38 | -0.03 | 0.23 | -0.27 | 0.74 | 0.24 | 2.02 | -0.94 | 1.78 | 1.27 | -0.13 | 1.15 | 2.97 | 1.11 | -0.17 | 0.62 | 1.03 | -0.84 | -0.25 | 2.33 |
| Standard Deviation(%) | NA | 19.21 | 17.13 | 20.28 | 20.78 | NA | NA | 22.57 | 22.11 | 15.57 | 13.49 | 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 | 25.19 | 25.19 | 25.19 | 43.15 | NA | NA | 59.85 | 16.33 | 16.17 | 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 | 1.20 | 1.59 | 2.26 | 4.60 | 6.89 | 5.24 | 5.82 | 0.00 | 1.62 | 1.90 | 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 |
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 |
13.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart