Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVARX (JPMORGAN VALUE ADVANTAGE FUND CLASS R5) | 8.01% | 18.55% | 15.96% | 8.72% | 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 |
|---|---|---|
| JVARX (JPMORGAN VALUE ADVANTAGE FUND CLASS R5) | 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 (%) | 1.16 | 18.55 | 15.96 | 8.72 | NA | NA | NA | … | … | 8.01 | -1.60 | 16.70 | 10.01 | -3.72 | 28.65 | -1.63 | 27.23 | -9.06 | 14.12 | 9.06 |
| Sharpe Ratio | NA | 1.25 | 0.95 | 0.35 | NA | NA | NA | … | … | 1.22 | -0.24 | 1.14 | 0.47 | -0.26 | 1.21 | -0.05 | 2.19 | -0.71 | 1.74 | 3.02 |
| Standard Deviation(%) | NA | 11.35 | 13.41 | 17.27 | NA | NA | NA | … | … | 11.98 | 19.05 | 11.48 | 13.50 | 20.03 | 23.56 | 39.33 | 11.79 | 14.83 | 7.78 | 10.79 |
| Draw Down(%) | NA | 8.02 | 16.50 | 22.18 | NA | NA | NA | … | … | 8.02 | 14.16 | 8.33 | 11.68 | 17.44 | 13.90 | 41.06 | 7.68 | 19.03 | 4.44 | 2.62 |
| Yield(%) | 0.00 | 12.50 | 11.13 | 9.41 | 9.01 | 6.00 | 4.50 | … | … | 0.00 | 12.54 | 11.24 | 7.53 | 9.27 | 16.32 | 3.08 | 4.99 | 6.37 | 2.44 | 1.60 |
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 |
|---|---|---|---|---|
| JVARX (JPMORGAN VALUE ADVANTAGE FUND CLASS R5) |
-3.71%
Mar 2017 – Mar 2020 |
6.10%
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 |
|---|---|---|---|---|
| JVARX (JPMORGAN VALUE ADVANTAGE FUND CLASS R5) |
19.91%
Mar 2020 – Mar 2023 |
17.87%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart