Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVASX (JPMORGAN VALUE ADVANTAGE FUND SELECT CLASS) | 7.94% | 18.40% | 15.80% | 4.17% | 8.07% | 9.31% | 8.20% | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVASX (JPMORGAN VALUE ADVANTAGE FUND SELECT CLASS) | 03/24/2005 | 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 18.40 | 15.80 | 4.17 | 8.07 | 9.31 | 8.20 | … | … | 7.94 | 9.70 | 16.54 | 9.89 | -11.40 | 13.37 | -3.21 | 27.03 | -9.19 | 13.96 | 16.73 | -4.46 | 13.57 | 31.93 | 18.61 | 1.37 | 20.48 | 35.37 | -35.63 | 3.16 | 22.29 | 10.21 |
| Sharpe Ratio | NA | 1.23 | 0.94 | 0.09 | 0.34 | NA | NA | … | … | 1.21 | 0.42 | 1.12 | 0.47 | -0.60 | 0.67 | -0.09 | 2.17 | -0.71 | 1.70 | 1.14 | -0.31 | 1.31 | 3.09 | 1.51 | 0.06 | 1.14 | 1.03 | -0.82 | 0.00 | 2.02 | 1.15 |
| Standard Deviation(%) | NA | 11.35 | 13.43 | 16.73 | 18.88 | NA | NA | … | … | 12.00 | 16.28 | 11.50 | 13.50 | 21.54 | 20.01 | 39.34 | 11.80 | 14.84 | 7.85 | 14.44 | 14.44 | 10.34 | 10.34 | 12.43 | 23.03 | 17.94 | 34.35 | 44.32 | 14.63 | 9.38 | 9.60 |
| Draw Down(%) | NA | 8.04 | 16.54 | 26.88 | 41.09 | NA | NA | … | … | 8.04 | 14.21 | 8.33 | 11.71 | 17.50 | 15.75 | 41.09 | 7.67 | 19.07 | 4.49 | 11.83 | 11.41 | 7.52 | 5.10 | 8.75 | 19.96 | 14.12 | 32.78 | 51.41 | 10.65 | 6.56 | 8.35 |
| Yield(%) | 0.00 | 12.35 | 10.96 | 5.50 | 6.04 | 7.35 | 6.79 | … | … | 0.00 | 12.38 | 11.06 | 7.35 | 1.47 | 1.14 | 1.57 | 4.80 | 6.22 | 2.27 | 1.43 | 1.60 | 3.80 | 4.15 | 1.68 | 1.39 | 1.42 | 1.92 | 1.76 | 6.72 | 2.70 | 1.70 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JVASX (JPMORGAN VALUE ADVANTAGE FUND SELECT CLASS) |
-14.17%
Feb 2006 – Feb 2009 |
0.09%
Mar 2015 – Mar 2020 |
5.08%
Oct 2013 – Oct 2023 |
6.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVASX (JPMORGAN VALUE ADVANTAGE FUND SELECT CLASS) |
30.48%
Feb 2009 – Feb 2012 |
26.74%
Feb 2009 – Feb 2014 |
16.76%
Feb 2009 – Feb 2019 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart