Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLVTX (JPMORGAN LARGE CAP VALUE FUND CLASS R3) | 7.83% | 24.61% | 16.71% | 9.25% | 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 |
|---|---|---|
| OLVTX (JPMORGAN LARGE CAP VALUE FUND CLASS R3) | 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 (%) | 0.85 | 24.61 | 16.71 | 9.25 | NA | NA | NA | … | … | 7.83 | 8.60 | 15.23 | 11.03 | -0.38 | 23.31 | 10.27 | 27.06 | -13.25 |
| Sharpe Ratio | NA | 1.74 | 1.00 | 0.42 | NA | NA | NA | … | … | 1.14 | 0.34 | 0.95 | 0.55 | -0.09 | 1.24 | 0.23 | 1.97 | -1.86 |
| Standard Deviation(%) | NA | 12.22 | 13.85 | 15.88 | NA | NA | NA | … | … | 13.45 | 17.33 | 12.25 | 13.59 | 20.09 | 18.79 | 43.98 | 13.00 | 25.68 |
| Draw Down(%) | NA | 9.39 | 18.39 | 18.53 | NA | NA | NA | … | … | 9.39 | 16.12 | 8.67 | 12.56 | 18.53 | 10.61 | 43.24 | 8.05 | 18.31 |
| Yield(%) | 0.00 | 8.25 | 8.81 | 6.98 | 5.78 | 3.86 | 2.89 | … | … | 0.00 | 8.38 | 11.31 | 5.55 | 5.16 | 9.45 | 0.92 | 1.44 | 9.02 |
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 |
|---|---|---|---|---|
| OLVTX (JPMORGAN LARGE CAP VALUE FUND CLASS R3) |
5.18%
Apr 2021 – Apr 2024 |
8.96%
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 |
|---|---|---|---|---|
| OLVTX (JPMORGAN LARGE CAP VALUE FUND CLASS R3) |
26.71%
Mar 2020 – Mar 2023 |
20.65%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart