Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R4) | 7.90% | 24.88% | 16.98% | 9.53% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R4) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 24.88 | 16.98 | 9.53 | NA | NA | NA | … | … | 7.90 | 8.96 | 15.56 | 11.33 | -0.08 | 23.52 | 11.07 | 27.43 | -13.27 |
| Sharpe Ratio | NA | 1.75 | 1.02 | 0.44 | NA | NA | NA | … | … | 1.14 | 0.36 | 0.98 | 0.57 | -0.08 | 1.25 | 0.25 | 2.00 | -1.86 |
| Standard Deviation(%) | NA | 12.26 | 13.85 | 15.86 | NA | NA | NA | … | … | 13.51 | 17.25 | 12.23 | 13.57 | 20.05 | 18.76 | 43.97 | 12.97 | 25.65 |
| Draw Down(%) | NA | 9.47 | 18.30 | 18.41 | NA | NA | NA | … | … | 9.47 | 16.10 | 8.63 | 12.49 | 18.41 | 10.57 | 43.17 | 8.10 | 18.37 |
| Yield(%) | 0.00 | 8.14 | 8.80 | 7.01 | 5.89 | 3.93 | 2.95 | … | … | 0.00 | 8.33 | 11.26 | 5.64 | 5.32 | 9.36 | 1.47 | 1.69 | 8.88 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R4) |
5.44%
Apr 2021 – Apr 2024 |
9.22%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVRX (JPMORGAN LARGE CAP VALUE FUND CLASS R4) |
27.24%
Mar 2020 – Mar 2023 |
21.07%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart