JPMorgan U.S. Applied Data Sci Val A (JIVAX)

27.54 -0.14 (-0.51%) USD  |  May 19 2022

JIVAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JPMorgan U.S. Applied Data Sci Val A
17.96%
35.22%
13.75%
-6.29%
11.88%
16.45%
-8.55%
22.86%
1.32%
31.19%
-8.67%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.68%
Optimum Large Cap Value A
15.83%
32.14%
5.32%
-3.83%
10.95%
16.06%
-9.67%
27.68%
2.36%
26.79%
-10.11%
AB Value A
14.86%
35.72%
11.57%
-7.65%
10.96%
13.39%
-15.09%
19.88%
0.91%
27.02%
-8.72%
PGIM Quant Solutions Large-Cap Val A
12.16%
33.84%
12.78%
-6.23%
22.41%
15.42%
-15.24%
21.81%
-6.51%
30.85%
-5.63%
MFS Blended Research Value Equity A
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13.85%
16.36%
-8.58%
23.00%
1.44%
25.90%
-7.40%
As of May 19, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan U.S. Applied Data Sci Val A
-9.08%
-5.96%
-5.99%
-1.06%
9.93%
9.39%
11.42%
6.10%
--
9.61%
S&P 500 Total Return
-12.44%
-9.96%
-16.36%
-3.86%
12.78%
12.37%
13.87%
8.66%
8.63%
9.95%
Optimum Large Cap Value A
-8.59%
-5.87%
-7.58%
-1.63%
9.41%
8.61%
9.88%
5.59%
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7.69%
AB Value A
-9.44%
-6.06%
-6.94%
-4.39%
8.36%
5.88%
9.04%
3.08%
4.97%
5.14%
PGIM Quant Solutions Large-Cap Val A
-7.76%
-6.04%
-2.96%
-1.42%
8.77%
6.37%
10.46%
5.10%
6.29%
5.79%
MFS Blended Research Value Equity A
-7.64%
-4.23%
-5.12%
-0.55%
9.48%
8.71%
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9.13%
As of May 19, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022