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JPMorgan U.S. Applied Data Sci Val C (JIVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.83+0.14 (+0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.88%
5-year average return9.12%
Number of years up12
Number of years down6
Best 1-yr total return (30 Jun 2024)34.53%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return34.53%
Worst 3-yr total return3.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJIVCXCategory
YTD8.06%4.44%
1-month2.65%-4.04%
3-month2.98%4.09%
1-year22.64%14.37%
3-year6.04%6.04%
5-year10.98%9.20%
10-year7.84%8.57%
Last bull market24.20%22.97%
Last bear market-11.23%-11.27%

Annual total return (%) history

Year
JIVCXCategory
2024
N/AN/A
2023
11.37%11.63%
2022
-6.79%-5.90%
2021
30.53%26.22%
2020
0.81%2.91%
2019
22.23%25.04%
2018
-8.98%-8.53%
2017
15.85%15.94%
2016
11.33%14.81%
2015
-6.74%-4.05%
2014
13.16%10.21%
2013
34.53%31.21%
2012
17.41%14.57%
2011
-1.69%-0.75%
2010
13.01%13.66%
2009
22.95%24.13%
2008
-36.97%-37.09%
2007
-0.65%1.42%
2006
22.02%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.73%N/AN/AN/A
2023-0.13%4.43%-2.82%9.88%
2022-0.54%-11.23%-5.12%11.27%
202114.12%5.79%-0.96%9.17%
2020-27.28%14.85%3.99%16.07%
201911.62%2.63%0.35%6.33%
2018-0.80%1.48%5.69%-14.46%
20172.13%1.20%4.81%6.95%
2016-1.45%0.68%2.90%9.04%
2015-0.35%0.02%-9.81%3.75%
20142.24%5.34%0.35%4.70%
201311.52%3.53%4.67%11.32%
201212.11%-3.65%7.00%1.58%
20116.87%-0.27%-17.37%11.62%
20105.98%-13.44%10.68%11.30%
2009-15.98%18.08%18.15%4.90%
2008-9.75%-3.01%-6.64%-22.87%
20071.59%4.56%-0.83%-5.69%
20066.59%1.57%4.63%7.72%
20051.80%5.70%0.53%N/A

Rank in category (by total return)

YTD45
1-month69
3-month70
1-year48
3-year55
5-year59

Load adjusted returns

1-year21.64%
3-year6.04%
5-year10.98%
10-year7.84%