Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVAYX (JPMORGAN VALUE ADVANTAGE FUND CLASS R6) | 8.06% | 18.69% | 16.08% | 8.82% | 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 |
|---|---|---|
| JVAYX (JPMORGAN VALUE ADVANTAGE FUND CLASS R6) | 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 (%) | 1.15 | 18.69 | 16.08 | 8.82 | NA | NA | NA | … | … | 8.06 | -1.60 | 16.83 | 10.10 | -3.63 | 28.81 | -1.54 | 27.36 | -8.97 | 14.23 | 9.07 |
| Sharpe Ratio | NA | 1.26 | 0.96 | 0.41 | NA | NA | NA | … | … | 1.23 | -0.24 | 1.15 | 0.48 | -0.25 | 1.94 | -0.05 | 2.19 | -0.70 | 1.74 | 3.02 |
| Standard Deviation(%) | NA | 11.37 | 13.43 | 15.21 | NA | NA | NA | … | … | 12.01 | 19.08 | 11.48 | 13.50 | 20.03 | 14.80 | 39.32 | 11.80 | 14.82 | 7.81 | 10.78 |
| Draw Down(%) | NA | 8.02 | 16.47 | 17.41 | NA | NA | NA | … | … | 8.02 | 14.17 | 8.32 | 11.67 | 17.41 | 6.98 | 41.05 | 7.66 | 19.00 | 4.47 | 2.66 |
| Yield(%) | 0.00 | 12.60 | 11.23 | 9.49 | 9.12 | 6.08 | 4.56 | … | … | 0.00 | 12.64 | 11.34 | 7.62 | 9.33 | 16.50 | 3.20 | 5.10 | 6.46 | 2.49 | 1.62 |
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 |
|---|---|---|---|---|
| JVAYX (JPMORGAN VALUE ADVANTAGE FUND CLASS R6) |
-3.61%
Mar 2017 – Mar 2020 |
6.21%
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 |
|---|---|---|---|---|
| JVAYX (JPMORGAN VALUE ADVANTAGE FUND CLASS R6) |
20.02%
Mar 2020 – Mar 2023 |
17.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart