Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLVCX (JPMORGAN LARGE CAP VALUE FUND CLASS C) | 6.74% | 22.86% | 15.82% | 6.02% | 10.23% | 10.47% | 7.86% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLVCX (JPMORGAN LARGE CAP VALUE FUND CLASS C) | 03/30/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 22.86 | 15.82 | 6.02 | 10.23 | 10.47 | 7.86 | … | … | 6.74 | 14.85 | 14.71 | 10.48 | -5.08 | 13.95 | 9.72 | 26.44 | -15.82 | 16.88 | 21.18 | -2.86 | 13.41 | 34.97 | 15.72 | -5.34 | 11.58 | 31.80 | -39.67 | -2.23 | 19.55 | 3.22 | 13.95 | 28.34 | -23.43 | -13.87 | 2.55 | -2.27 |
| Sharpe Ratio | NA | 1.69 | 0.96 | 0.22 | 0.42 | NA | NA | … | … | 1.11 | 0.74 | 0.91 | 0.51 | -0.32 | 0.67 | 0.22 | 1.92 | -1.00 | 1.68 | 1.21 | -0.18 | 1.07 | 2.87 | 1.05 | -0.20 | 0.57 | 0.99 | -0.86 | -0.31 | 1.69 | 0.09 | 1.31 | 1.69 | -0.92 | -0.82 | -0.09 | -0.36 |
| Standard Deviation(%) | NA | 12.25 | 13.84 | 16.46 | 20.17 | NA | NA | … | … | 13.49 | 16.34 | 12.24 | 13.56 | 20.45 | 20.85 | 42.73 | 12.98 | 17.29 | 9.71 | 17.38 | 15.91 | 12.53 | 12.19 | 15.08 | 26.59 | 20.21 | 31.98 | 47.35 | 17.27 | 9.62 | 10.20 | 9.88 | 16.33 | 26.67 | 20.14 | 19.13 | 17.67 |
| Draw Down(%) | NA | 9.42 | 18.58 | 20.54 | 43.26 | NA | NA | … | … | 9.42 | 16.20 | 8.71 | 12.63 | 18.70 | 14.51 | 43.26 | 8.12 | 25.32 | 5.22 | 12.61 | 12.47 | 8.93 | 5.65 | 14.15 | 24.51 | 17.61 | 28.97 | 53.11 | 15.44 | 7.02 | 6.90 | 5.76 | 15.54 | 35.83 | 28.03 | 12.31 | 15.78 |
| Yield(%) | 0.00 | 8.15 | 8.57 | 4.59 | 6.14 | 7.95 | 5.90 | … | … | 0.00 | 8.17 | 11.13 | 5.17 | 0.67 | 0.35 | 0.48 | 0.88 | 6.60 | 9.33 | 6.21 | 12.61 | 17.64 | 5.02 | 0.70 | 0.64 | 0.48 | 1.54 | 0.92 | 23.96 | 10.54 | 3.77 | 0.46 | 0.21 | 0.09 | 1.05 | 0.03 | 0.25 |
Data as of 06/03/2026, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVCX (JPMORGAN LARGE CAP VALUE FUND CLASS C) |
-17.86%
Feb 2006 – Feb 2009 |
-8.15%
Feb 2004 – Feb 2009 |
-4.38%
Apr 1999 – Apr 2009 |
2.53%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVCX (JPMORGAN LARGE CAP VALUE FUND CLASS C) |
23.97%
Feb 2009 – Feb 2012 |
21.86%
Feb 2009 – Feb 2014 |
14.88%
Feb 2009 – Feb 2019 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart