Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVAIX (JPMORGAN VALUE ADVANTAGE FUND INSTITUTIONAL CLASS) | 7.27% | 17.93% | 15.69% | 4.23% | 8.16% | 9.47% | 8.39% | … | … |
Data as of 06/05/2026, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVAIX (JPMORGAN VALUE ADVANTAGE FUND INSTITUTIONAL CLASS) | 03/24/2005 | 06/05/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 17.93 | 15.69 | 4.23 | 8.16 | 9.47 | 8.39 | … | … | 7.27 | 9.85 | 16.71 | 10.00 | -11.26 | 13.56 | -3.04 | 27.20 | -9.05 | 14.23 | 17.03 | -4.24 | 13.87 | 32.27 | 18.92 | 1.62 | 20.72 | 35.87 | -35.50 | 3.41 | 22.59 | 9.81 |
| Sharpe Ratio | NA | 1.25 | 0.95 | 0.10 | 0.35 | NA | NA | … | … | 1.23 | 0.43 | 1.14 | 0.47 | -0.59 | 0.68 | -0.08 | 2.18 | -0.71 | 1.74 | 1.16 | -0.30 | 1.34 | 3.12 | 1.53 | 0.07 | 1.15 | 1.04 | -0.82 | 0.02 | 2.04 | 1.08 |
| Standard Deviation(%) | NA | 11.35 | 13.42 | 16.71 | 18.88 | NA | NA | … | … | 11.98 | 16.27 | 11.47 | 13.52 | 21.50 | 19.98 | 39.39 | 11.79 | 14.84 | 7.82 | 14.44 | 14.43 | 10.31 | 10.34 | 12.45 | 23.02 | 17.89 | 34.38 | 44.26 | 14.66 | 9.43 | 9.65 |
| Draw Down(%) | NA | 8.02 | 16.49 | 26.70 | 41.07 | NA | NA | … | … | 8.02 | 14.15 | 8.33 | 11.68 | 17.44 | 15.72 | 41.07 | 7.66 | 19.04 | 4.44 | 11.82 | 11.36 | 7.51 | 5.06 | 8.71 | 19.87 | 14.04 | 32.75 | 51.33 | 10.59 | 6.53 | 8.27 |
| Yield(%) | 0.00 | 12.48 | 11.10 | 5.63 | 6.22 | 7.65 | 7.11 | … | … | 0.00 | 12.50 | 11.20 | 7.49 | 1.60 | 1.31 | 1.68 | 4.97 | 6.33 | 2.46 | 1.68 | 2.04 | 4.03 | 4.37 | 1.85 | 1.63 | 1.54 | 2.18 | 1.92 | 6.98 | 2.84 | 1.84 |
Data as of 06/05/2026, Common starting date is 03/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAIX (JPMORGAN VALUE ADVANTAGE FUND INSTITUTIONAL CLASS) |
-13.98%
Feb 2006 – Feb 2009 |
0.30%
Mar 2015 – Mar 2020 |
5.28%
Oct 2013 – Oct 2023 |
6.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAIX (JPMORGAN VALUE ADVANTAGE FUND INSTITUTIONAL CLASS) |
30.86%
Feb 2009 – Feb 2012 |
27.09%
Feb 2009 – Feb 2014 |
17.05%
Feb 2009 – Feb 2019 |
12.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart