JPMorgan U.S. Applied Data Sci Val I (JPIVX)

28.53 +0.14 (+0.49%) USD  |  Aug 05 2022

JPIVX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JPMorgan U.S. Applied Data Sci Val I
18.11%
35.42%
13.93%
-6.15%
12.05%
16.66%
-8.34%
23.16%
1.54%
31.54%
-6.01%
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%
-12.24%
Praxis Value Index I
16.91%
32.26%
13.03%
-6.00%
16.75%
16.91%
-8.06%
32.74%
4.07%
25.08%
-8.50%
Vanguard Mega Cap Value Index Instl
14.99%
32.17%
13.02%
-0.16%
16.64%
16.80%
-4.08%
25.73%
2.49%
25.92%
-5.40%
Goldman Sachs Large Cap Value Instl
19.62%
33.20%
12.73%
-4.30%
11.69%
9.73%
-8.61%
26.04%
4.25%
24.05%
-8.08%
Auxier Focus Institutional
8.80%
24.17%
7.66%
-1.05%
7.27%
17.91%
-3.88%
20.40%
6.16%
20.21%
-5.47%
As of August 05, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JPMorgan U.S. Applied Data Sci Val I
5.78%
-1.67%
-4.80%
0.90%
11.82%
9.28%
11.10%
7.20%
--
9.88%
S&P 500 Total Return
8.30%
0.40%
-7.17%
-5.01%
15.27%
12.85%
13.74%
9.55%
10.51%
10.10%
Praxis Value Index I
4.87%
-2.48%
-5.92%
-2.47%
11.46%
9.58%
11.49%
6.56%
8.47%
5.64%
Vanguard Mega Cap Value Index Instl
3.95%
-2.69%
-5.22%
1.22%
11.55%
9.97%
12.03%
--
--
7.76%
Goldman Sachs Large Cap Value Instl
5.60%
-2.64%
-6.30%
-1.99%
10.19%
7.21%
10.03%
6.10%
8.35%
6.65%
Auxier Focus Institutional
3.68%
-2.16%
-5.74%
-0.71%
10.24%
8.13%
9.23%
7.27%
8.46%
7.60%
As of August 05, 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
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of June 30, 2022