Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVAPX (JPMORGAN VALUE ADVANTAGE FUND CLASS R3) | 7.83% | 18.09% | 15.50% | 8.28% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVAPX (JPMORGAN VALUE ADVANTAGE FUND CLASS R3) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 18.09 | 15.50 | 8.28 | NA | NA | NA | … | … | 7.83 | -2.05 | 16.25 | 9.58 | -4.11 | 28.17 | -2.01 | 26.70 | -9.41 | 13.65 | 8.89 |
| Sharpe Ratio | NA | 1.21 | 0.92 | 0.33 | NA | NA | NA | … | … | 1.19 | -0.26 | 1.10 | 0.44 | -0.28 | 1.18 | -0.06 | 2.14 | -0.73 | 1.68 | 2.95 |
| Standard Deviation(%) | NA | 11.35 | 13.42 | 17.35 | NA | NA | NA | … | … | 12.01 | 19.21 | 11.49 | 13.51 | 20.02 | 23.84 | 39.31 | 11.79 | 14.83 | 7.77 | 10.79 |
| Draw Down(%) | NA | 8.09 | 16.61 | 22.61 | NA | NA | NA | … | … | 8.09 | 14.23 | 8.35 | 11.73 | 17.59 | 14.11 | 41.12 | 7.69 | 19.17 | 4.48 | 2.68 |
| Yield(%) | 0.00 | 12.52 | 11.00 | 9.26 | 8.71 | 5.80 | 4.35 | … | … | 0.00 | 12.54 | 11.10 | 7.34 | 8.97 | 16.30 | 2.86 | 4.53 | 6.22 | 2.28 | 1.48 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAPX (JPMORGAN VALUE ADVANTAGE FUND CLASS R3) |
-4.09%
Mar 2017 – Mar 2020 |
5.68%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAPX (JPMORGAN VALUE ADVANTAGE FUND CLASS R3) |
19.44%
Mar 2020 – Mar 2023 |
17.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart