Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVACX (JPMORGAN VALUE ADVANTAGE FUND CLASS C) | 7.70% | 16.43% | 14.36% | 3.51% | 7.23% | 8.45% | 7.44% | … | … |
Data as of 06/09/2026, Common starting date is 03/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVACX (JPMORGAN VALUE ADVANTAGE FUND CLASS C) | 03/28/2005 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.77 | 16.43 | 14.36 | 3.51 | 7.23 | 8.45 | 7.44 | … | … | 7.70 | 8.89 | 15.66 | 9.06 | -12.16 | 12.32 | -3.94 | 26.09 | -9.86 | 13.10 | 15.87 | -5.17 | 12.70 | 30.95 | 17.73 | 0.61 | 19.62 | 34.31 | -36.07 | 2.35 | 21.41 | 9.44 |
| Sharpe Ratio | NA | 1.24 | 0.85 | 0.04 | 0.29 | NA | NA | … | … | 1.19 | 0.37 | 1.05 | 0.40 | -0.63 | 0.61 | -0.11 | 2.09 | -0.76 | 1.60 | 1.08 | -0.36 | 1.23 | 3.00 | 1.43 | 0.03 | 1.09 | 1.00 | -0.84 | -0.05 | 1.93 | 1.04 |
| Standard Deviation(%) | NA | 11.43 | 13.38 | 16.77 | 18.91 | NA | NA | … | … | 11.97 | 16.28 | 11.48 | 13.51 | 21.55 | 20.13 | 39.41 | 11.80 | 14.84 | 7.83 | 14.45 | 14.45 | 10.35 | 10.31 | 12.43 | 23.08 | 17.90 | 34.33 | 43.97 | 14.63 | 9.39 | 9.65 |
| Draw Down(%) | NA | 8.14 | 16.76 | 27.89 | 41.16 | NA | NA | … | … | 8.14 | 14.33 | 8.37 | 11.89 | 17.77 | 15.96 | 41.16 | 7.75 | 19.51 | 4.57 | 11.93 | 11.61 | 7.61 | 5.13 | 8.83 | 20.24 | 14.24 | 32.92 | 51.56 | 10.86 | 6.61 | 8.50 |
| Yield(%) | 0.00 | 11.57 | 10.00 | 4.89 | 5.08 | 6.02 | 5.60 | … | … | 0.00 | 11.68 | 10.28 | 6.48 | 0.73 | 0.28 | 0.72 | 3.92 | 5.47 | 1.29 | 0.63 | 1.17 | 3.23 | 3.46 | 0.79 | 0.54 | 0.47 | 1.00 | 0.93 | 6.04 | 2.14 | 1.41 |
Data as of 06/09/2026, Common starting date is 03/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVACX (JPMORGAN VALUE ADVANTAGE FUND CLASS C) |
-14.81%
Feb 2006 – Feb 2009 |
-0.64%
Mar 2015 – Mar 2020 |
4.26%
Oct 2013 – Oct 2023 |
5.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVACX (JPMORGAN VALUE ADVANTAGE FUND CLASS C) |
29.51%
Feb 2009 – Feb 2012 |
25.80%
Feb 2009 – Feb 2014 |
15.89%
Feb 2009 – Feb 2019 |
11.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart