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JPVZX: JPMORGAN INTERNATIONAL VALUE FUND CLASS R2 (MUTUAL FUND)
Basic Info 20.94 0.33(1.55%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 2.95% |
| Expenses | 1.50% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.7 | 28.9 | 24.8 | 13.3 | 9.8 | 6.2 | 8.0 | 44.1 | 9.2 | 18.3 | -5.9 | 15.9 | -4.6 | 14.7 | -19.0 | 21.4 | 1.7 | -3.6 | -10.9 | 20.6 | 16.9 | -13.6 | 9.3 | 28.4 | 6.0 |
| Sharpe Ratio | NA | 0.97 | 1.87 | 1.51 | 0.67 | 0.45 | NA | 0.34 | 2.7 | 0.21 | 1.02 | -0.34 | 1.1 | -0.14 | 1.15 | -1.48 | 2.39 | 0.07 | -0.21 | -0.84 | 1.39 | 0.93 | -0.46 | 0.38 | 0.88 | 1.02 |
| Draw Down(%) | NA | 11.0 | 11.0 | 13.7 | 27.9 | 49.1 | NA | 49.1 | 13.7 | 7.8 | 9.4 | 27.9 | 9.2 | 41.3 | 12.3 | 27.6 | 3.5 | 15.9 | 18.0 | 15.8 | 10.8 | 17.3 | 27.8 | 21.6 | 30.7 | 13.8 |
| Standard Deviation(%) | NA | 16.9 | 14.0 | 14.2 | 16.1 | 18.2 | NA | 20.5 | 15.6 | 12.7 | 13.9 | 21.7 | 14.5 | 35.1 | 11.6 | 13.8 | 8.7 | 21.0 | 17.1 | 13.0 | 14.8 | 18.3 | 29.5 | 24.1 | 32.1 | 59.3 |
| Treynor Ratio | NA | 0.18 | 0.29 | 0.24 | 0.11 | 0.08 | NA | 0.07 | 0.95 | 0.04 | 0.15 | -0.08 | 0.16 | -0.04 | 0.13 | -0.21 | 0.19 | 0.01 | -0.03 | -0.1 | 0.19 | 0.16 | -0.13 | 0.08 | 0.26 | 0.56 |
| Alpha | NA | -0.03 | 0.01 | 0.03 | 0.02 | 0.0 | NA | 0.0 | 0.12 | 0.04 | 0.01 | 0.02 | 0.04 | -0.05 | -0.02 | -0.01 | -0.03 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.02 | -0.13 |
| Beta | NA | 0.93 | 0.91 | 0.91 | 0.94 | 1.03 | NA | 1.06 | 0.44 | 0.72 | 0.98 | 0.95 | 1.0 | 1.13 | 1.01 | 0.96 | 1.13 | 1.14 | 1.05 | 1.12 | 1.11 | 1.06 | 1.09 | 1.11 | 1.09 | 1.07 |
| RSquared | NA | 0.87 | 0.83 | 0.83 | 0.86 | 0.91 | NA | 0.94 | 0.42 | 0.68 | 0.81 | 0.9 | 0.88 | 0.97 | 0.92 | 0.88 | 0.88 | 0.95 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.98 | 0.98 | 0.96 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 4.2 | 5.3 | 3.1 | 5.0 | 2.3 | 3.7 | 3.1 | 2.3 | 5.6 | 0.9 | 3.0 | 1.7 | 2.4 | 2.6 | 4.0 | 2.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -9.6 | -10.7 | 53.9 | -30.2 | 101.4 | -30.3 | -8.5 | 58.3 | -58.9 | 493.9 | -73.7 | 97.3 | -17.6 | -21.5 | -34.2 | 73.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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