Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R4) | 7.20% | 17.75% | 15.52% | 8.46% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R4) | 09/12/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 17.75 | 15.52 | 8.46 | NA | NA | NA | … | … | 7.20 | 9.69 | 16.50 | 9.86 | -3.86 | 28.48 | -1.78 | 27.05 | -9.18 | 13.94 | 8.96 |
| Sharpe Ratio | NA | 1.32 | 0.92 | 0.34 | NA | NA | NA | … | … | 1.27 | 0.42 | 1.12 | 0.46 | -0.27 | 1.20 | -0.05 | 2.17 | -0.72 | 1.71 | 2.98 |
| Standard Deviation(%) | NA | 11.41 | 13.38 | 17.30 | NA | NA | NA | … | … | 11.92 | 16.28 | 11.48 | 13.50 | 20.03 | 23.65 | 39.31 | 11.79 | 14.82 | 7.80 | 10.80 |
| Draw Down(%) | NA | 8.02 | 16.54 | 22.31 | NA | NA | NA | … | … | 8.02 | 14.18 | 8.35 | 11.71 | 17.49 | 13.94 | 41.07 | 7.67 | 19.07 | 4.47 | 2.66 |
| Yield(%) | 0.00 | 12.16 | 10.87 | 9.11 | 8.70 | 5.80 | 4.35 | … | … | 0.00 | 12.17 | 11.04 | 7.34 | 8.29 | 15.66 | 3.01 | 4.89 | 6.26 | 2.44 | 1.54 |
Data as of 06/05/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R4) |
-3.85%
Mar 2017 – Mar 2020 |
5.95%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R4) |
19.73%
Mar 2020 – Mar 2023 |
17.69%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart