Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLVAX (JPMORGAN LARGE CAP VALUE FUND CLASS A) | 6.99% | 23.52% | 16.39% | 6.69% | 10.86% | 11.08% | 8.45% | … | … |
Data as of 06/03/2026, Common starting date is 02/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLVAX (JPMORGAN LARGE CAP VALUE FUND CLASS A) | 02/27/1992 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 23.52 | 16.39 | 6.69 | 10.86 | 11.08 | 8.45 | … | … | 6.99 | 15.40 | 14.65 | 11.70 | -4.35 | 14.90 | 10.24 | 27.12 | -15.41 | 17.46 | 21.84 | -2.32 | 13.92 | 35.71 | 16.28 | -4.87 | 12.06 | 32.52 | -39.19 | -1.77 | 20.11 | 3.80 | 14.82 | 29.27 | -22.85 | -13.21 | 5.63 | 11.85 | 13.76 | 26.08 | 19.61 | 12.65 | -4.56 | 1.37 | 3.26 |
| Sharpe Ratio | NA | 1.74 | 1.00 | 0.26 | 0.45 | NA | NA | … | … | 1.16 | 0.77 | 0.91 | 0.60 | -0.28 | 0.70 | 0.23 | 1.98 | -0.97 | 1.74 | 1.25 | -0.15 | 1.11 | 2.92 | 1.09 | -0.18 | 0.59 | 1.01 | -0.85 | -0.29 | 1.75 | 0.15 | 1.40 | 1.75 | -0.90 | -0.79 | 0.07 | 0.52 | 0.56 | 1.42 | 1.66 | 0.72 | -0.72 | -0.08 | 0.19 |
| Standard Deviation(%) | NA | 12.24 | 13.84 | 16.42 | 20.45 | NA | NA | … | … | 13.45 | 16.39 | 12.17 | 13.58 | 20.41 | 21.16 | 43.90 | 12.98 | 17.37 | 9.70 | 17.32 | 15.93 | 12.53 | 12.20 | 15.07 | 26.53 | 20.22 | 32.00 | 47.24 | 17.18 | 9.58 | 10.16 | 9.87 | 16.33 | 26.68 | 20.14 | 18.83 | 16.36 | 18.31 | 15.76 | 9.55 | 11.99 | 10.55 | 9.93 | 7.44 |
| Draw Down(%) | NA | 9.37 | 18.42 | 19.70 | 43.20 | NA | NA | … | … | 9.37 | 16.17 | 8.70 | 12.56 | 18.49 | 14.02 | 43.20 | 8.11 | 25.01 | 5.20 | 12.60 | 12.39 | 8.86 | 5.59 | 14.11 | 24.33 | 17.52 | 28.93 | 52.79 | 15.20 | 6.95 | 6.83 | 5.66 | 15.42 | 35.51 | 27.66 | 12.35 | 15.02 | 19.84 | 10.99 | 8.45 | 11.67 | 9.53 | 6.26 | 3.13 |
| Yield(%) | 0.00 | 8.10 | 8.62 | 4.79 | 6.50 | 8.40 | 6.24 | … | … | 0.08 | 8.15 | 11.01 | 5.39 | 1.06 | 0.73 | 0.89 | 1.39 | 6.69 | 9.45 | 6.48 | 12.71 | 17.72 | 5.38 | 1.14 | 1.08 | 0.93 | 1.91 | 1.32 | 24.15 | 10.95 | 4.15 | 1.23 | 0.96 | 0.54 | 1.44 | 2.96 | 9.97 | 7.82 | 8.74 | 10.75 | 2.64 | 2.08 | 1.20 | 1.38 |
Data as of 06/03/2026, Common starting date is 02/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVAX (JPMORGAN LARGE CAP VALUE FUND CLASS A) |
-17.42%
Feb 2006 – Feb 2009 |
-7.62%
Feb 2004 – Feb 2009 |
-3.40%
Feb 1999 – Feb 2009 |
1.67%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVAX (JPMORGAN LARGE CAP VALUE FUND CLASS A) |
24.63%
Feb 2009 – Feb 2012 |
22.49%
Feb 2009 – Feb 2014 |
15.48%
Feb 2009 – Feb 2019 |
13.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart