JPMorgan Diversified L (JPDVX)

14.19 -0.04 (-0.28%) USD  |  Aug 09 2022

JPDVX 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 August 09, 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 Diversified L
16.10%
18.05%
7.07%
-0.80%
6.19%
17.88%
-7.90%
20.75%
17.09%
13.31%
-12.74%
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%
-12.72%
American Funds American Balanced R1
13.28%
20.76%
8.05%
0.88%
7.74%
14.56%
-3.48%
18.26%
10.03%
14.89%
-10.46%
Columbia Balanced R
13.35%
20.70%
9.72%
1.39%
5.89%
13.72%
-6.16%
22.42%
17.29%
14.34%
-11.27%
Janus Henderson Balanced R
12.40%
19.02%
7.81%
0.00%
3.89%
17.80%
0.03%
21.74%
13.65%
16.46%
-12.73%
JHancock Multimanager Lifestyle Bal R6
14.09%
16.26%
4.38%
-1.08%
7.13%
15.27%
-6.45%
19.09%
15.37%
11.54%
-12.39%
As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan Diversified L
3.28%
1.42%
-10.89%
-10.39%
7.32%
6.46%
7.84%
6.60%
7.44%
7.95%
S&P 500 Total Return
5.82%
3.73%
-9.43%
-5.61%
14.07%
12.74%
13.58%
9.40%
10.01%
10.07%
American Funds American Balanced R1
3.15%
1.05%
-7.82%
-6.67%
6.56%
6.45%
8.04%
6.23%
7.00%
9.49%
Columbia Balanced R
3.88%
2.47%
-9.52%
-8.89%
8.40%
7.37%
8.60%
7.44%
7.66%
7.80%
Janus Henderson Balanced R
4.01%
3.34%
-9.65%
-8.58%
7.38%
8.56%
8.57%
7.44%
7.68%
8.99%
JHancock Multimanager Lifestyle Bal R6
4.11%
2.15%
-10.17%
-10.87%
6.33%
5.68%
6.89%
5.49%
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6.09%
As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022