Nasdaq - Delayed Quote USD

JPMorgan Large Cap Value R2 (JLVZX)

20.18
-0.04
(-0.20%)
At close: 8:01:24 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.66%
5y Average Return 17.94%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (May 19, 2025) 35.31%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 35.31%
Worst 3Y Total Return 5.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JLVZX
Category
YTD
-3.57%
4.44%
1-Month
-3.13%
-4.04%
3-Month
-7.61%
4.09%
1-Year
7.40%
14.37%
3-Year
6.77%
6.04%
5-Year
16.25%
9.20%
10-Year
9.44%
8.57%
Last Bull Market
20.70%
22.97%
Last Bear Market
-12.82%
-11.27%

Annual Total Return (%) History

Year
JLVZX
Category
2025
--
--
2024
15.08%
--
2023
10.70%
11.63%
2022
-0.65%
-5.90%
2021
23.15%
26.22%
2020
9.96%
2.91%
2019
26.82%
25.04%
2018
-15.67%
-8.53%

2017
17.15%
15.94%
2016
21.53%
14.81%
2015
-2.35%
-4.05%
2014
14.03%
10.21%
2013
35.31%
31.21%
2012
16.01%
14.57%
2011
-5.19%
-0.75%
2010
11.88%
13.66%
2009
32.13%
24.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.45% -- -- --
2024 7.65% -1.38% 9.01% -0.56%
2023 1.37% 2.75% -3.47% 10.10%
2022 6.61% -12.82% -4.89% 12.39%
2021 17.06% 3.47% -4.30% 6.25%
2020 -32.45% 22.16% 4.92% 27.01%
2019 12.28% 2.23% 1.08% 9.31%
2018 -3.73% -0.21% 5.01% -16.40%
2017 4.30% 1.53% 3.30% 7.09%
2016 1.89% -1.35% 6.62% 13.39%

2015 0.03% 0.94% -7.86% 4.97%
2014 2.36% 4.92% -0.07% 6.25%
2013 12.20% 4.46% 4.30% 10.69%
2012 14.11% -7.05% 6.79% 2.42%
2011 4.98% -1.28% -18.65% 12.45%
2010 5.93% -13.23% 8.92% 11.75%
2009 -11.78% 21.26% 17.45% 5.17%

Rank in Category (By Total Return)

YTD 80
1-Month 51
3-Month 85
1-Year 53
3-Year 70
5-Year 9

Load Adjusted Returns

1-Year 7.40%
3-Year 6.77%
5-Year 16.25%
10-Year 9.44%

Performance & Risk

YTD Return 1.66%
5y Average Return 17.94%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family JPMorgan
Net Assets 4.83B
YTD Return -3.57%
Yield 0.77%
Morningstar Rating
Inception Date Oct 01, 2018

Fund Summary

Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities of large companies, including common stocks, and debt and preferred securities which are convertible to common stock. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.

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