• FirefoxInstall the new Firefox »
  •  Dow Up1.49% Nasdaq Up1.15%

    More On OLVAX


    JPMorgan Large Cap Value A (OLVAX)

    15.03 Up 0.19(1.28%) Mar 30

    Performance Overview as of Feb 27, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:1.00%
    5-Year Average Return:14.29%
    Number of Years Up:17
    Number of Years Down:5
    Best 1 Yr Total Return (2013-12-31):35.65%
    Worst 1 Yr Total Return (2008-12-31):-39.20%
    Best 3-Yr Total Return (N/A):21.69%
    Worst 3-Yr Total Return (N/A):-10.91%
    Load Adjusted Returns 
    1-Year:9.50%
    3-Year:15.94%
    5-Year:13.07%
    10-Year:6.14%
    Trailing Returns (%) vs. Benchmarks 
    ReturnOLVAXCategoryDiffIndex*Diff
    Year To Date1.00N/AN/AN/AN/A
    1-Month5.75N/AN/AN/AN/A
    3-Month2.28N/AN/AN/AN/A
    1-Year15.56N/AN/AN/AN/A
    3-Year18.05N/AN/AN/AN/A
    5-Year14.29N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.48N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-21.45N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearOLVAXCategoryDiff
    2014
     
    14.27N/AN/A
    2013
     
    35.65N/AN/A
    2012
     
    16.26N/AN/A
    2011
     
    -4.87N/AN/A
    2010
     
    12.06N/AN/A
    2009
     
    32.47N/AN/A
    2008
     
    -39.20N/AN/A
    2007
     
    -1.36N/AN/A
    2006
     
    20.10N/AN/A
    2005
     
    3.80N/AN/A
    2004
     
    14.81N/AN/A
    2003
     
    29.25N/AN/A
    2002
     
    -22.85N/AN/A
    2001
     
    -13.21N/AN/A
    2000
     
    5.62N/AN/A
    1999
     
    11.59N/AN/A
    1998
     
    14.03N/AN/A
    1997
     
    26.08N/AN/A
    1996
     
    19.60N/AN/A
    1995
     
    24.29N/AN/A
    1994
     
    1.06N/AN/A
    1993
     
    3.98N/AN/A
    1992N/AN/AN/A
    Past Quarterly Returns (%) for OLVAX 
    Q1Q2Q3Q4
    20142.425.01-0.036.28
    201312.264.434.4910.74
    201214.14-6.996.822.52
    20115.12-1.22-18.6412.59
    20105.98-13.149.0111.69
    2009-11.7121.3017.435.34
    2008-11.38-5.80-8.22-20.65
    20070.926.69-1.14-7.33
    20064.120.586.018.19
    2005-1.010.801.932.06
    20041.651.650.7410.30
    2003-5.2717.362.6913.22
    20020.67-10.62-20.788.24
    2001-7.114.74-16.556.90
    2000-0.14-4.098.441.70
    19993.509.92-10.499.58
    199810.180.29-10.6215.45
    19971.8712.888.960.63
    19965.272.950.819.47
    199511.237.741.751.92
    1994-1.18-0.063.14-0.78
    19934.51-3.61-1.004.26
    19920.98-1.607.58N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date74N/A
    1-Month38N/A
    3-Month24N/A
    6-Month16N/A
    1-Year7N/A
    3-Year15N/A
    5-Year40N/A