Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLVZX (JPMORGAN LARGE CAP VALUE FUND CLASS R2) | 7.03% | 21.49% | 15.49% | 6.59% | 10.79% | 10.91% | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLVZX (JPMORGAN LARGE CAP VALUE FUND CLASS R2) | 11/05/2008 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 21.49 | 15.49 | 6.59 | 10.79 | 10.91 | NA | … | … | 7.03 | 15.10 | 14.98 | 10.79 | -4.66 | 14.54 | 9.95 | 26.82 | -15.64 | 17.11 | 21.24 | -2.61 | 13.68 | 35.31 | 16.00 | -5.19 | 11.88 | 29.69 | -4.12 |
| Sharpe Ratio | NA | 1.55 | 0.90 | 0.22 | 0.43 | NA | NA | … | … | 0.82 | 0.75 | 0.93 | 0.53 | -0.30 | 0.70 | 0.22 | 1.96 | -0.98 | 1.71 | 1.22 | -0.17 | 1.09 | 2.89 | 1.06 | -0.20 | 0.58 | 0.93 | -0.36 |
| Standard Deviation(%) | NA | 12.41 | 13.83 | 16.43 | 20.41 | NA | NA | … | … | 13.63 | 16.36 | 12.22 | 13.56 | 20.39 | 20.69 | 43.90 | 12.93 | 17.38 | 9.67 | 17.30 | 15.91 | 12.52 | 12.21 | 15.11 | 26.52 | 20.17 | 31.82 | 68.13 |
| Draw Down(%) | NA | 9.36 | 18.48 | 19.64 | 43.27 | NA | NA | … | … | 9.36 | 16.20 | 8.68 | 12.60 | 18.60 | 14.21 | 43.27 | 8.12 | 25.14 | 5.23 | 12.59 | 12.47 | 8.87 | 5.61 | 14.07 | 24.40 | 17.60 | 28.96 | 25.09 |
| Yield(%) | 0.00 | 7.80 | 8.29 | 4.63 | 6.33 | 8.23 | 8.54 | … | … | 0.02 | 7.98 | 10.87 | 5.18 | 0.80 | 0.47 | 0.64 | 1.14 | 6.60 | 9.22 | 6.03 | 12.61 | 17.54 | 4.99 | 0.95 | 0.87 | 0.75 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVZX (JPMORGAN LARGE CAP VALUE FUND CLASS R2) |
-6.73%
Mar 2017 – Mar 2020 |
-0.02%
Mar 2015 – Mar 2020 |
5.97%
Mar 2010 – Mar 2020 |
9.40%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLVZX (JPMORGAN LARGE CAP VALUE FUND CLASS R2) |
23.73%
Sep 2011 – Sep 2014 |
21.72%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
12.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart